Privacy notice

Who we are

YieldLine Advisory is a pricing, forecasting and revenue analytics advisory practice. For the purposes of data protection law, YieldLine Advisory is the data controller for personal data submitted through this website. You can reach us at hello@yieldlineadvisory.com.

What we collect

What you type into the enquiry form: your name, company, work email, role, sector, the type of help you're after, and your message. If you use our website assistant, we also receive what you type into the chat. Personal details such as your name or email are only collected there after you agree to it in the chat. We do not use advertising cookies, analytics profiling or tracking pixels on this site.

Why we hold it, and on what basis

We use your details for one thing: to reply to your enquiry and, if it goes further, to discuss and deliver work for you. The lawful basis is our legitimate interest in responding to business enquiries, and — where an engagement follows — performance of a contract with you.

Who sees it

Our form submissions are processed by a third-party form provider and delivered to our email. If your enquiry leads to a proposal, we may share it with the members of our team and associates who would work on it, all of whom are bound by confidentiality. Beyond them, that provider, our email host and, for the website assistant, its AI and hosting provider (Cloudflare) and its email provider (Resend), we do not share your details with anyone. We never sell data, and we do not add enquirers to marketing lists.

How long we keep it

Enquiries that don't lead anywhere are deleted within twelve months. Where an engagement follows, we keep records for as long as we need them for the work and for any legal or tax obligation that applies afterwards.

Our website assistant (Marg)

The chat assistant on this site, Marg, is an AI system, not a person. It can answer general questions about our services and approach, help you find your way around the site, help you prepare an enquiry or fill in the contact form, and send you generic documents you ask for, such as our service overview.

What it collects. Only what you type into the chat, plus a scrambled (hashed) version of your IP address that we use for a day or two to stop abuse and then delete. You can ask questions without giving any personal details. Before it asks for your name, company, email or details about your business, it will ask for your consent, and you can say no and keep browsing.

What it can't do. It does not give prices, quotes, or pricing, financial or legal advice, and it does not commit us to anything. Because it is AI, it can make mistakes, so please check anything important with us. A person reads every enquiry before we reply.

Who processes it. The assistant runs on Cloudflare Workers AI, provided by Cloudflare, Inc., which acts as our processor under the Cloudflare Data Processing Addendum. Cloudflare states that it does not use chat content to train AI models or to improve its services. The AI model may run in Cloudflare data centres outside the UK and the EU, including in the United States. Those transfers are covered by the EU-U.S. Data Privacy Framework (including the UK extension) and, where needed, the EU Standard Contractual Clauses with the UK Addendum. We keep chat logs in a Cloudflare D1 database held in the European Union and delete them automatically after 90 days.

Where it goes. If you ask the assistant to pass on your enquiry or email you our documents, your details and a summary go to hello@yieldlineadvisory.com, our team inbox, and are handled like a form enquiry. These emails are sent through Resend (Plus Five Five, Inc.), which acts as our processor under its Data Processing Addendum and processes data mainly in the United States, under the EU-U.S. Data Privacy Framework and the Standard Contractual Clauses. The assistant has no access to any other mailbox or files.

How long we keep it. Enquiries passed on by the assistant are kept for up to twelve months, as above, unless an engagement follows. Chat logs that don't become an enquiry are deleted after at most 90 days and are used only to keep the assistant working properly and safely.

Your choices. Using the assistant is optional. The enquiry form and our email address work just as well. You can withdraw your consent at any time by emailing us, and we will delete what we hold from the chat.

Client data during engagements

Commercial data you share with us during a project is governed by the NDA and engagement letter we sign with you, not by this notice. As a rule we keep client data in your systems where we can, hold any extracts encrypted, and delete them at the end of the engagement. We use AI tools on client data only with your agreement, and only tools that do not use it to train their models.

Your rights

You can ask us for a copy of what we hold about you, ask us to correct it, or ask us to delete it. Email hello@yieldlineadvisory.com and we'll deal with it within a month. If you're in the EU or UK and you're not satisfied with how we've handled a request, you can complain to your national data protection authority.

These rights cover chat conversations too. If you are in the United Arab Emirates, you can exercise the same rights (access, correction, deletion and withdrawing consent) in the same way, including any rights you have under the UAE Personal Data Protection Law (Federal Decree-Law No. 45 of 2021), by emailing hello@yieldlineadvisory.com. We do not sell personal data.

Last updated: October 2026.