Records
Customer Data: What You Hold and How Long
A one-page map of the personal data your business holds. Most contractors hold far more than they realize, in more places, and cannot answer a simple question about it.
Medium risk
Check your contract first. Consider a peer review before sending.
Open this template
Copy to clipboard, or download as Word or PDF.
Format: Document (Word / PDF) · Downloaded 0 times
When to use this
- •Getting organized about customer data
- •A customer asked what you hold
- •Phone or laptop lost
Read first
Do privacy laws apply to my customer list, and what if I get hacked? →Background guide explaining when and how to use this template.