Privacy Policy

How your information is handled.

Last updated: 2 November 2026

This policy explains how The Customer Agenda handles the personal information you provide through customeragenda.com, the Customer Agenda OS™ waitlist page, and when you work with The Customer Agenda. It is written to align with the Australian Privacy Principles under the Privacy Act 1988 (Cth).

What is collected

Only what you choose to give:

• When you enquire or email: the details you send.
• Emails: your email address if you subscribe to emails from The Customer Agenda.
• The Customer Agenda OS™ waitlist: your first name and email address.
• Templates and resources: the contact details you provide to access them.
• When you become a client: the information you share so The Customer Agenda can deliver the work, such as your business details, goals and materials.
• Site use: basic, aggregated analytics, such as pages visited and general device or browser information.

How it is used

• To respond to your enquiry.
• To send you emails, if you subscribed.
• To email you about Customer Agenda OS™, starting with The Content Engine, if you joined the waitlist.
• To provide a resource you requested.
• To deliver the work you have engaged The Customer Agenda for.
• To understand how the site is used so it can be improved, and to meet legal obligations.

Your information is never used for anything you have not been told about here. Every email has an unsubscribe link.

AI and your information

The Customer Agenda uses AI to work better for you, and is clear about where it touches your information.

• Subscribers and the waitlist: your name and email stay in The Customer Agenda's email platform. They are not put into AI tools.
• Clients: The Customer Agenda uses Claude (by Anthropic) and ChatGPT (by OpenAI) to help deliver your work, and shares only what the work needs.
• No training: The Customer Agenda's accounts are set so the information it shares is not used to train their AI models.
• Customer Agenda OS™: it runs inside your own Claude account. The business information you work with there stays in your account, under your agreement with Anthropic. The Customer Agenda does not receive it.

Sharing, selling and overseas providers

Your personal information is never sold. It is shared only with the service providers needed to run the site, the emails, the waitlist and client work, and only to the extent they need it.

These providers may store or process information outside Australia, including in the United States. Information is otherwise disclosed only where required by law.

Storage and retention

Your information is held securely, with reasonable steps taken to protect it, and kept only for as long as it is needed for the purpose it was collected or as the law requires.

Your choices

You can unsubscribe from emails or the waitlist at any time using the link in any email. You can request access to the personal information held about you, ask for it to be corrected, or ask for it to be deleted, by emailing hello@customeragenda.com.

Cookies and analytics

The site and the waitlist page use basic analytics to understand usage. Sign-up forms use Google reCAPTCHA to tell real people from bots, which collects device and browsing information under Google's Privacy Policy and Terms. You can control cookies through your browser settings.

Concerns

If you have a concern about how your information has been handled, email hello@customeragenda.com first. If you are not satisfied with the response, you can contact the Office of the Australian Information Commissioner at oaic.gov.au.

Contact and changes

Questions about privacy can be sent to hello@customeragenda.com. This policy may be updated from time to time, with the current version shown by the date above.