Customers trust you with emails, payment metadata, and sometimes sensitive business information. Privacy is part of security and part of brand.
Principles that keep you out of trouble
- Collect only what you need for a clear purpose
- Know where it lives (and who can access it)
- Delete what you no longer need
- Be honest in your privacy notice
- Have a path for “delete my data” requests
Team habits
Don’t paste customer exports into random AI tools or public tickets. Prefer redaction. Train anyone with CRM access.
When to get counsel
If you sell into regulated industries, process children’s data, or expand into new regions, talk to a lawyer. This guide is hygiene—not legal advice.