Scale Expert terms of service

These Terms and Conditions (“Terms“) apply to you, the consultant identified in your application to become a consultant and as identified in each relevant Order Form (the “Consultant”) and your relationship with Scalewise Ltd, a company registered in England and Wales under company number 12477247, and with registered office at 85 Great Portland Street, London, England, W1W 7LT (“Scalewise”).

Scalewise offers a service under which Scalewise Clients can be connected with fractional and interim leaders, which the Consultant will be required to fulfil. The purpose of these Terms and the Order Forms agreed by the parties (which incorporate these Terms) is to set out the arrangements between Scalewise and the Consultant so that the Consultant is matched to a Scalewise Client which needs the guidance and experience the Consultant can offer.

Please read these Terms carefully before you submit your application to become a Consultant with Scalewise. By submitting your application to become a Consultant and each time to execute an Order Form with us, you are agreeing to accept these Terms. In agreeing to accept these Terms, you also agree to be bound by these Terms, which establish a contractual relationship between you and us with effect from your date of acceptance. By accepting these Terms as indicated you confirm that:

• You have authority to enter into the agreement with us on these Terms and to bind the relevant person or company you are accepting for.
• You agree to and will comply in full with these Terms.

You should save a copy of these terms for your records. We may make changes to these Terms, and if we do so we’ll let you know. If you access or use the Platform after being notified of a change, you’re deemed to have accepted that change.

In these Terms the following definitions apply:

1. Definitions
   1. “Agreed Rate” means the daily rate of fees based on a 7 hour day relating to the provision of the Services by the Consultant, as detailed in the Order Form.
   2. “Agreement” means these Terms and each Order Form entered into between Scalewise and the Consultant.
   3. “Background IP” shall mean IP Rights that are the property of one of the parties and that were conceived, created or developed prior to, or independent of, the Agreement.
   4. “Client” means a client that has registered on the Platform and contracted with Scalewise to receive fractional or interim leader services from Scalewise, including access to the Consultant as identified in an Order Form.
   5. “Consultancy Standards” means the Scalewise vetting standards and criteria that the Consultant must comply with as set out in Schedule 2.
   6. “Consultancy Payment” shall have the meaning given to it at clause 6.1.
   7. “Commencement Date” means the date specified in the Order Form.
   8. “Competitor” a company providing or procuring business coaching and/or mentoring services remotely, or are providing services substantially similar to the Services.
   9. “Data Protection Legislation” means all applicable privacy and data protection laws, including the EU General Data Protection Regulation (Regulation 2016/679) (the “GDPR”), the Data Protection Act 2018, the UK GDPR and any applicable national implementing laws, regulations and secondary legislation relating to the processing of personal data pursuant to the Agreement, as amended, replaced or updated from time to time.
   10. “Information Reports” shall mean a report by the Consultant of the Services provided to a Client, to be completed in the form set out in Schedule 4.
   11. “IP Rights” shall mean any and all registered, registrable and unregistered commercial intellectual property rights that subsist anywhere in the world including, but not limited to, patents, trademarks, designs, copyright and rights to sue for passing off, as well as applications of intellectual property rights, licenses to intellectual property rights, proprietary usage, rights to pursue infringement proceedings, and copy and exploitation rights.
   12. “Onboarding Process” any steps that the Consultant is required by Scalewise to complete before they can perform the Services, as communicated to the Consultant in writing.
   13. “Order Form” means the order form in the form displayed in Schedule 1, detailing the Services agreed between the parties.
   14. “Platform” means the Scalewise platform through which Clients can access the services provided by Scalewise, as such platform is updated from time to time by Scalewise.
   15. “Profile” means brief details of the Consultant including name, [photograph], experience and relevant expertise as provided by the Consultant and approved by Scalewise for the purposes of promoting the Services to Clients, such promotion being visible and accessible via the Platform.
   16. “Services” means the consultancy services provided by the Consultant to the Client under these Terms as detailed in the relevant Order Form.
   17. “Term” shall have the meaning given to it in clause 7.
   18. “UK GDPR” means Regulation (EU) 2016/679 of the European Parliament and of the Council of 27th April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data (General Data Protection Regulation) as it forms part of the law of England and Wales, Scotland and Northern Ireland by virtue of section 3 of the European Union (Withdrawal) Act 2018.
   19. “Works” shall have the meaning given to it at clause 11.2.
2. What qualifications does a Consultant need to have?
   1. “Agreed Rate”The Consultant will submit to Scalewise over the Platform a draft Profile and all other relevant information required by Scalewise as detailed on the application form which Scalewise may provide or make available to the Consultant, as may be updated from time to time.
   2. “Agreement”The Consultant acknowledges Scalewise requires the Consultant to (i) have a minimum level of experience as evaluated by Scalewise in accordance with the Consultancy Standards; (ii) complete the Onboarding Process as directed by Scalewise; and (iii) undertake that the Profile and other information it has provided to Scalewise about their past experience in relation to the Consultancy Standards is (and will remain during the Term) accurate and entirely true. The Consultant will ensure that all such information is kept up to date during the Term. The Consultant acknowledges that a breach of this clause 2.1 is a material breach of these Terms.
   3. “Background IP”At the Consultant’s option, it may receive ongoing training from Scalewise during the Term to develop their skills.
3. What responsibilities does a Consultant have?
   1. During the Term, the Consultant will:
   1. provide the Services in accordance with best industry practice, using all reasonable skill and;
   2. provide Scalewise with monthly Information Reports on their work with the Clients;
   3. reply promptly to any reasonable request from Scalewise for further information in connection with the Services;
   4. keep proper time records and file notes;
   5. inform Scalewise as soon as reasonably possible if they are unable to provide the Services because of illness or injury or for any other reason;
   6. not incur any expense on Scalewise’s behalf, or give the impression they are allowed to do so, unless Scalewise specifically instructs them to do so in writing.
4. How is a Consultant matched with a Scalewise Client?
   1. Once Scalewise is satisfied that the Consultant satisfies the requirements set out in clause 2 above, Scalewise will publish the Consultant’s Profile on the Platform.
   2. Scalewise will, for each relevant Client, create a brief containing relevant details regarding a role that needs to be fulfilled and expertise required for such Client, as well as other information Scalewise may determine (in its sole discretion) (the “Expertise Request”).
   3. Where the Consultant’s expertise matches that required by a Client as set out in an Expertise Request, the Consultant will be sent details of the relevant Expertise Request via email, and in such circumstances, the Consultant may apply for the role set out in that Expertise Request directly on the Platform.
   4. Clients will, in conjunction with Scalewise, develop a shortlist of potential consultants to satisfy the Client’s requirements.
   5. If the Client selects the Consultant in its initial shortlist, the Consultant will then participate in the Client’s selection process. This may involve an interview (whether via videoconferencing or in person) or a written application. The Client shall not be charged and the Consultant shall not receive payment for the Consultant’s time during this selection process.
   6. If the Client selects the Consultant, the Consultant will be notified through the Platform, by email or telephone that the Client has agreed to the relevant Scalewise terms of engagement (“Engagement”) and the terms of such Engagement shall be captured in a draft Order From for execution by the parties. By accepting the Engagement by executing an Order Form, the Consultant agrees to provide the Services to that Client in accordance with these Terms and the provisions of the relevant Order Form.
   7. The Consultant shall not provide Services for longer than the duration specified in the relevant Order Form or outside of the scope of the agreed Services without the prior written approval of Scalewise. The Consultant will keep Scalewise updated on the progress of the Services and include this information in the Information Report.
5. What is the cancellation policy with Scalewise Clients?
   1. In the event that the Consultant needs to terminate its provision of the Services before the agreed end date, the Consultant shall inform Scalewise and the Client as soon as possible. Any fees that have not yet been paid by the Client shall not be due and if a refund is due to the Client, such fees shall be provided by the Consultant from any fees already paid.
   2. The Consultant shall meet all reasonable deadlines and use best efforts to provide the Services at the times agreed with the Clients in order to deliver the Services.
   3. If the client cancels a session within 24 hours of the start time they will lose a session credit and you will get paid. Your discretion can be used to reschedule the session off the platform if you choose to.
6. What will the Consultant earn with Scalewise?
   1. Scalewise agrees to pay the Consultant for Services provided to Clients a consultancy fee calculated at the Agreed Rate multiplied by the number of days (calculated on a 7 hour day) or part days (pro-rated calculated on the number of hours in a day when the Consultant provides the Services) during which the Consultant provided the Services to the Client, less the 10% commission due to Scalewise (the “Consultancy Payment”).
   2. The Consultant shall invoice Scalewise for the Consultancy Payment (exclusive of VAT subject to clause 6.3) in arrears by the last working day of each month. Each invoice shall only be considered valid if they are accompanied by completed Information Reports for the Services detailed in the invoice. Scalewise shall pay the undisputed Consultancy Payment for the Services as set out in the Order Form.
   3. If the Consultant is a VAT registered company, then on receipt of a valid VAT invoice, Scalewise will add VAT to the Consultancy Payment.
7. How long will this Agreement last?
   1. This Agreement will start on the Commencement Date and will continue until terminated in accordance with clause 13 (the “Term”).
   2. Each Engagement will remain in force for the period specified in the relevant Order Form.
8. What expenses can be reimbursed?
   1. Scalewise will reimburse the Consultant for all reasonable expenses that have been approved in writing in advance by Scalewise and incurred by the Consultant in the course of providing the Services subject to the Consultant providing valid written evidence of payment.
   2. The Consultant must invoice for the expenses claimed monthly and, if they are due, in accordance with clause 8.1, then Scalewise must pay them (together with any VAT due) within 30 days of the end of the calendar month i n which such invoice is received.
9. Can the Consultant do similar work outside this Agreement?
   1. The Consultant will not and will procure that no individual providing the Services on behalf of the Consultant will not:
      1. use any material provided by Scalewise or use any material it creates specifically for the purposes of providing the Services in order to build a product or service which directly competes with Scalewise and the Services;
      2. provide any services of any kind, including the Services, directly or indirectly to any of Scalewise’s other customers or clients other than via Scalewise itself, provided that the Consultant knows or ought to reasonably know that such parties are customers or clients of Scalewise, unless agreed in writing by Scalewise, during the Term or for 12 months thereafter;
      3. provide services that are the same or similar to the Services to or via a Competitor of Scalewise;
      4. take on any referrals from any of Scalewise’s other customers or clients directly and/or independently of Scalewise during the Term or for 12 months thereafter; or
      5. charge or attempt to collect any fees, expenses or other sums directly or indirectly from any of Scalewise’s other customers or clients without Scalewise being paid its share of such fees, expenses or other sums as specified in clause 6.
   2. If in the course of providing the Services to a client or other third party that the Consultant is working with has additional consultancy requirements that are reasonably comparable to the services offered by Scalewise, the Consultant shall refer the client or third party to Scalewise.

IMPORTANT LEGAL INFORMATION – PLEASE READ

10. How do we both protect Confidential Information?
    1. The Consultant agrees that they may not disclose to anyone, any Confidential Information about Scalewise’s business which they may access in carrying out the Services, unless;
       1. their work makes it necessary to disclose it to a Scalewise Client in order for the Consultant to provide the Services;
       2. Scalewise approves its disclosure;
       3. the law requires it be disclosed; or
       4. the information is already public and known by others (but not because Scalewise told them).
    2. On termination, the Consultant will, within ten (10) working days of a written request by Scalewise, return to Scalewise all Confidential Information and anything else Scalewise owns, such as Information Reports, paperwork, data and documents created by the Consultant or Scalewise, or any other work created by the Consultant during the Term.
11. How do we deal with IP Rights in the Services?
    1. The Consultant will not attempt to copy, modify, create works based on, republish, download, transmit, or distribute or commercially exploit all or any part of the methods or training provided to the Consultant, in any form or media;
    2. The Consultant grants Scalewise a royalty free, exclusive, worldwide, perpetual licence to use the IP Rights created in the course of providing the Services including the Information Report (the “Works”) or arising directly from the Works to ensure the Scalewise Clients and Scalewise receive the full benefit of the Services. Scalewise may sub-license the IP Rights in the Works to Scalewise’s clients and to investors of the Company (if reasonably requested) subject to appropriate confidentiality provisions being in place with such investors.
    3. The Consultant grants Scalewise a royalty free, exclusive, worldwide, limited licence to use the Consultant’s Background IP for the Term only to the extent it is included in the Works and is needed to give full effect to clause 11.2.
    4. The Consultant warrants that the content of the Works produced under this Agreement is original and does not infringe a third party’s IP Rights.
    5. The Consultant shall indemnify Scalewise for all losses, costs, expenses, damages and reasonable professional costs suffered or incurred by Scalewise arising out of or relating to any claim, proceeding or complaint brought or threatened against Scalewise:
       1. that the Works infringe any third party IP Rights; and/or
       2. by a client of Scalewise, to the extent it relates to the Services provided by the Consultant.
12. What liabilities do we have under these Terms?
    1. Nothing in the Agreement excludes either party’s liability for death or personal injury caused by its negligence, fraud or fraudulent misrepresentation or for any liabilities that cannot be excluded under applicable law.
    2. The Consultant shall take out and maintain in force during the period of these Terms with reputable insurers professional indemnity insurance cover related to the provision of the Services under these Terms, with a limit of indemnity of not less than £1,000,000 (one million British Pounds) in relation to any one claim or series of claims (“Required Insurance”). Such policies shall include cover in respect of any financial loss arising from any advice given or omitted to be given by the Consultant or its officers, directors, employees, workers, affiliates or representatives.
    3. The Consultant shall comply and shall procure that all individuals engaged by it to provide the Services comply, with all terms and conditions of the Required Insurance policy at all times. If cover under the Required Insurance policy shall lapse or not be renewed or be changed in any material way or if the Consultant is aware of any reason why the cover under the Required Insurance policy may lapse or not be renewed or be changed in any material way, the Consultant shall notify Scalewise without delay.
    4. The Consultant shall give Scalewise, on request, copies of the Required Insurance policy or a broker’s verification of insurance to demonstrate that the Required Insurance is in place, together with receipts or other evidence of payment of the latest premiums due under that policy.
    5. The terms of any insurance or the amount of cover of the Required Insurance referred to in this clause 12 shall not relieve the Consultant of any liabilities under these Terms.
    6. The Consultant shall hold and maintain the Required Insurance for a minimum of six years following the expiration or earlier termination of this Agreement.
    7. Subject to clause 12.1 , Scalewise’s liability under this Agreement shall be limited to the total of any Consultant Payments paid to the Consultant for the Services in the 12 months immediately preceding the date on which the claim arose.
13. How can either party terminate this Agreement?
    1. Scalewise may end this Agreement immediately, by sending the Consultant written notice, without having to pay anything more than the undisputed amounts that have fallen due before the date of termination, if at any time the Consultant:
       1. fails to comply with Scalewise’s reasonable and lawful directions;
       2. is convicted of any criminal offence (other than a minor traffic offence);
       3. is, in Scalewise’s reasonable opinion, careless or ineffective in the performance of the Services;
       4. is declared bankrupt or makes any arrangement with people they owe money to, to defer or delay the debt;
       5. fails to meet deadlines or attend appointments with Scalewise Clients on a persistent basis in the reasonable opinion of Scalewise; or
       6. is guilty of any fraud or dishonesty, or acts in any way which Scalewise believes damages its reputation, or which might seriously damage its business.
    2. Either party may end the Term immediately by sending the other a written notice, if either of them commits any serious or repeated breach of any of its obligations under this Agreement (or the Consultant commits any such breach of an obligation which they have agreed to perform), and (assuming that the breach can be put right) whoever is committing the breach does not put it right within 14 days of receiving a written notice from the other, which requires them to do so.
    3. Subject to clause 13.4, either party may terminate this Agreement at any point by sending the other 30 days’ written notice of their wish to end this Agreement.
    4. Where the Consultant provides notice to terminate this Agreement, their 30 days’ notice period shall only start once they have completed the Services that had already been arranged with Scalewise Clients at the time the written notice was provided to Scalewise.
14. What are the Consultant’s responsibilities on termination?
    1. On termination of this Agreement, the Consultant must:
       1. immediately return to Scalewise all of its property in their possession or to which they have access, and any materials that they have been working on as part of the Services including the Works; and
       2. immediately delete all information about Scalewise and Scalewise’s business which is stored electronically in the Consultant’s possession or to which they have access.
    2. Since the Consultant is likely to obtain, in the course of providing the Services, Confidential Information of Scalewise and personal knowledge of and influence over Scalewise’s Clients, the Consultant agrees that he or she shall not, during the period of these Terms and for twelve months after its termination directly or indirectly:
       1. interfere or seek to interfere in any contract between Scalewise and its other clients and/or third party; and / or
       2. solicit or seek to solicit any person, firm or company to terminate or alter any contractual relationship between them and Scalewise.
    3. Each party agrees that they shall not, during the period of these Terms and for twelve months after its termination directly or indirectly:
       1. discourage any person, firm or company from entering into contractual relations with Scalewise; and / or
       2. make any disparaging remarks about Scalewise or any of its coaches, clients or consultants.
15. What is the Consultant’s employment status?
    1. The relationship of the Consultant to Scalewise is that of independent consultant and nothing in this Agreement shall render them an employee, worker, agent or partner of Scalewise and the Consultant shall not hold itself out as such.
    2. This Agreement constitutes a contract for the provision of services and not a contract of employment and accordingly the Consultant shall be fully responsible for and shall indemnify Scalewise for and in respect of:
       1. any income tax, National Insurance and social security contributions and any other liability, deduction, contribution, assessment or claim arising from or made in connection with the performance of the Services, where such recovery is not prohibited by law. The Consultant shall further indemnify Scalewise against all reasonable costs, expenses and any penalty, fine or interest incurred or payable by Scalewise in connection with or in consequence of any such liability, deduction, contribution, assessment or claim; and
       2. any liability for any employment related claim or any claim based on worker status brought by a client arising out of/in connection with the provision of the Services.
    3. Scalewise may at its option satisfy such indemnity (in whole or in part) by way of deduction from any payments due to the Consultant.
    4. The Consultant is responsible for the quality of the Services provided and shall rectify any issues relating to the Services provided. If a Scalewise Client notifies Scalewise they are not satisfied with the Consultant’s provision of the Services, the Consultant shall have 10 days to rectify the issues. If the Scalewise Client is still not satisfied at the end of this period Scalewise reserves the right to allocate the Scalewise Client to another one of Scalewise’s coaches or consultants.
16. How does either party validly serve a notice on the other party?
    1. Any notice sent under the Agreement must be in writing and must either be delivered by email, hand or by pre-paid first-class post or recorded delivery to the address of the receiving party shown in the Order Form.
    2. If a notice is properly sent by post, it will be assumed to have been received on the second business day after it was posted. If a notice is properly sent by email, it will be assumed to have been received at the time of transmission
17. General Provisions
    1. These Terms and each Order Form constitiute the whole agreement between Scalewise and the Consultant and replaces any previous agreements between them.
    2. No one other than the parties has any rights under the Agreement under the Contracts (Rights of Third Parties) Act 1999.
    3. The Consultant may not assign this Agreement or any of their rights or obligations under this agreement. Scalewise may assign this Agreement or any of their individual rights and obligations respectively to any company owned by, or which is an affiliate or subsidiary of Scalewise, or to anybody acquiring Scalewise, or all or most of its assets.
    4. Scalewise will collect and process information relating to the Consultant in accordance with the Scalewise Privacy Notice which can be accessed here
    5. Both parties shall comply with their respective obligations under the Data Protection Legislation. Both parties shall comply with the Data Processing Schedule at Schedule 3.
18. What happens in the event of a dispute?
    1. This Agreement, and any non-contractual obligation arising hereunder, shall be governed and construed in accordance with English law, and the parties agree that English courts are the only place where disputes can be resolved.

This Order From is made between Scalewise Ltd, a company registered in England and Wales under company number 12477247, and with registered office at 85 Great Portland Street, London, England, W1W 7LT (“Scalewise”) and the Consultant identified below, and is dated on the date of last signature below.

This Order Form incorporates by reference, and the parties agree to be bound by the “Fractional / Interim Leaders Services – Terms and Conditions” as updated from time to time.

Consultant	Name: Address: Email:
Scalewise Client:	[Company name and details]
Scalewise contact details	Email:
Services
Agreed Rate
Consultancy Payment	Payment due to the Consultant (No. of days or part days for provision of Services x Agreed Rate, less the 10% commission due to Scalewise) payable by Scalewise within [x] days of receipt of relevant payment from the Client for the Services provided by the Consultant.
Duration	Commencement Date: [ ] End Date: [ ] unless extended with the written agreement of both parties]
Special Clauses	[DELETE IF NOT REQUIRED]

The parties hereby agree to the provisions of this Order Form and the incorporated Fractional / Interim Leaders Services – Terms and Conditions:

Schedule 2

PART 1 – CONSULTANCY STANDARDS

The Consultant’s suitability to provide the Services is assessed in relation to the following criteria:

• No. of years’ experience at VP/C-Level
• No. of years at VP/C-Level within one company
• No. of years’ experience within SaaS businesses
• Any clear areas of specialism
• Unique experiences that the Consultant can bring
• Positivity and a growth mindset

In addition to the above criteria, Scalewise will also take account of any other relevant experiences and factors that Scalewise reasonably considers important in the circumstances.

1. Definitions
   1. Capitalised terms set out in this Schedule and not defined elsewhere in the Agreement shall have the meaning given to them in the Data Protection Legislation.
2. General Processing Obligations
   1. Both parties will comply with all applicable requirements of the Data Protection Legislation. This Schedule is in addition to, and does not relieve, remove or replace, a party’s obligations under the Data Protection Legislation.
   2. The parties record their belief that for the purposes of this Agreement, Scalewise is the Controller and the Consultant is the Processor.
   3. Paragraph 5 of this Schedule sets out the scope, nature and purpose of processing by the Consultant, the duration of the processing, the types of Personal Data and categories of Data Subject.
   4. Without prejudice to the generality of paragraph 2.1 of this Schedule, Scalewise will ensure that it has all necessary appropriate consents and notices in place to enable lawful transfer of the Personal Data to the Consultant for the duration and purposes of this Agreement, in particular in connection with the Consultant’s use of the Personal Data as set out at paragraph 5 of this Schedule.
   5. Without prejudice to the generality of paragraph 2.1 of this Schedule, the Consultant shall, in relation to any Personal Data processed on Scalewise’s behalf in connection with the performance by the Consultant of its obligations under this Agreement:
      1. Process that Personal Data only on Scalewise’s written instructions, unless required by the applicable laws of any member of the European Union or by the applicable laws of the European Union to process Personal Data (“Applicable Laws”). Where the Consultant is relying on Applicable Laws as the basis for processing Personal Data, the Consultant shall promptly notify Scalewise of this before performing the processing required by the Applicable Laws unless those Applicable Laws prohibit the Consultant from making the relevant notification;
      2. ensure that it has in place appropriate technical and organisational measures, to protect against unauthorised or unlawful processing of Personal Data and against accidental loss or destruction of, or damage to, Personal Data;
      3. ensure that all personnel who have access to and/or Process Personal Data are obliged to keep the Personal Data confidential;
      4. assist Scalewise, at Scalewise’s cost, in responding to any request from a Data Subject and in ensuring compliance with Scalewise’s obligations under the Data Protection Legislation with respect to security, breach notifications, impact assessments and consultations with Supervisory Authorities or regulators;
      5. notify Scalewise without undue delay on becoming aware of a Personal Data breach;
      6. immediately notify Scalewise where the Consultant is aware that Scalewise’s Processing instructions infringe the Data Protection Legislation or any other applicable law (unless prevented from doing so by applicable law) and not carry out the relevant Processing;
      7. at Scalewise’s written direction, delete or return Personal Data and copies thereof to Scalewise on termination of the Agreement unless required otherwise by Applicable Laws to store the Personal Data; and
      8. maintain complete and accurate records and information to demonstrate its compliance with this Schedule and allow for reasonable audits by Scalewise or Scalewise’s designated auditor.
3. Subprocessing
   1. The Consultant shall not subcontract any processing of the Personal Data to a third party subprocessor without the prior written approval of Scalewise. In the event Scalewise approves the Consultant engaging third party subprocessors to process the Personal Data the Consultant shall ensure that it:
      1. imposes data protection terms on any subprocessor it appoints that protect the Personal Data to the same standard provided for by this Agreement and which complies with the Data Protection Legislation; and
      2. remains fully liable for any breach of this Schedule that is caused by an act, error or omission of its subprocessor.
   2. A list of approved subprocessors as at the date of this Agreement is set out at paragraph 5.7, and the Consultant shall maintain and provide updated copies of this list to Scalewise when it adds or removes subprocessors in accordance with this Schedule.
4. International Transfers
   1. The Consultant shall not transfer the Personal Data (nor permit the Data to be transferred) outside of the European Economic Area (“EEA”).
5. Processing Particulars
   1. Scope:as part of the provision of the Services as set out in this Agreement.
   2. Nature: for the provision of the Services under this Agreement.
   3. Purpose of Processing: In order to fulfil its obligations under this Agreement and to provide Scalewise with the Services as set out in this Agreement.
   4. Duration of Processing: For the duration of this Agreement.
   5. Types of Personal Data: names, email addresses and phone numbers.
   6. Categories of Data Subject: clients.
   7. Approved Subprocessors: Salesforce, Hubspot, Xero.

Key goals and areas of focus in the last month

 

Challenges encountered that impacted progress made towards goals

 

Additional support you may need from Scalewise to help achieve goals

 

Additional support the client may need from Scalewise to help achieve their goal