Privacy policy

Last updated: date of launch

Draft. This page reflects how the app is built today. It needs a legal check, and the highlighted details filled in, before any customer relies on it.

Who we are

Lucky Coach is provided by legal name of the business, business address ("we"). Contact: hello@luckycoach.app.

For the calls, transcripts and people in your HubSpot account, you are the controller and we act as your processor. A data processing agreement is available on request.

What Lucky Coach reads

From your HubSpot account, for recorded calls that connected and lasted at least the length you set:

• the call's date, length, outcome, direction, title and owner
• the call transcript that HubSpot made (and, only if you switch it on, HubSpot's written summary when there is no transcript)
• the deal linked to the call: its name, whether it is open, won or lost, its value and its dates
• the dates and lengths of other calls on that deal, and the dates of meetings on it, to tell a first conversation from a follow-up
• the names and email addresses of your HubSpot users, to address coaching notes to the right rep
• your account's time zone

Lucky Coach does not listen to the audio recording. It works from the transcript. It does not use outside data sources and does not add or change contacts.

How calls are scored, and who sees the transcript

To score a call, Lucky Coach sends its transcript, with the call's date and length, the rep's name and the deal's name, to an artificial intelligence service run by Anthropic (the makers of Claude). Long strings of digits, such as card numbers, are masked before anything is sent. The service returns the score, short quotes and coaching tips.

We do not keep the transcript. Anthropic acts as our sub-processor. Under its published terms for business customers it does not use this content to train its models without permission; how long it may hold content, and where, is set out in its own policies. Retention period, location and transfer wording to confirm against Anthropic's current terms, with a link.

No person at Cloverworks reads your transcripts as part of running the service.

What we store

• Connection details: the access tokens HubSpot issues when you install. They are stored encrypted.
• Your settings: business name, schedule, scorecard, which reps to include and who receives the weekly flash.
• Scores, for up to 400 days: for each call scored, the HubSpot IDs of the call, its owner and its deal; the deal's name, outcome and value; the overall score and the score for each part; short quotes from the call used as evidence (the rep's own words, and the customer's words where a buying signal was missed); coaching tips; and a one-line summary of the call, which may include names mentioned on it.
• The latest weekly flash for your account.
• Usage: your plan and the number of calls scored each month and in total.
• A short technical log: record IDs, times and reasons for recent actions, to diagnose faults.

We do not keep recordings or full transcripts.

What Lucky Coach writes to HubSpot

A small group of "Lucky Coach" properties on each scored call (score, band, whether the rep made the ask, whether a buying signal was missed, and feedback), and tasks: a coaching note for each rep and, on Pro, a weekly flash for the manager you choose. These stay in your HubSpot account under your control.

The people on your calls, and your team

Recording calls, telling callers they are recorded and analysed, and telling your staff that their calls are scored, are your responsibility as the controller. Lucky Coach scores are produced automatically and are a guide for coaching. They should not be the only basis for a decision about a person's employment.

Who else is involved

• Cloudflare, which hosts the app and stores the items listed above.
• Anthropic, which scores the transcripts.
• Payment provider, once billing is live.

We do not sell data or use it for advertising. International transfer wording to confirm with the hosting and scoring set-up.

How long we keep it

Scores are kept for up to 400 days, so trends and the link between scores and won deals can be shown. Settings and connection details are kept while the app is installed. When you uninstall, Lucky Coach notices within a day and deletes your account's data automatically 7 days later, so a reinstall in that time picks up where you left off. Your plan and usage counts are kept for as long as billing records require. The properties and tasks already written to HubSpot remain there until you delete them.

This website

luckycoach.app uses no cookies and no advertising or tracking tools.

Your rights

You can ask for access to, correction of, or deletion of the information we hold about your account. Individuals who appear in your calls, and your own staff, should contact you first; we will help you respond. You can also complain to the Information Commissioner's Office (ico.org.uk).