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Handling Information

Marketing Team

  • We never discuss price

    We never discuss price

    Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk price with the other guys.

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  • No fishing for competitive info

    No fishing for competitive info

    A concise reminder to your sales and marketing teams that trying to obtain knowledge about competitors is off-limits.

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  • Trading Blackout Effective

    Trading Blackout Effective

    Stand out with this notice that a trading blackout is in effect.

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  • Trading Blackout Lifted

    Trading Blackout Lifted

    Stand out with this notice that a trading blackout is lifted and trading is OK.

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  • Quickly train your third parties on your org’s core values and expectations with this thorough and straightforward module.

    Third Party Code of Conduct Training

    Your third parties—like vendors, consultants, suppliers, and business partners—are essentially an extension of your org, so they need to know and uphold your standards. Share this practical module with them to make sure they get it. In about...

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  • Your employees need to collect personal data—but what they need to think through beforehand isn’t always clear. 

This video (2:14) tells your employees the 5 W’s and sometimes H of collecting personal data, why you need to have a clear business purpose, and how to handle it once they collect it.

Your employees will be happy to know exactly what to do, and you'll be glad they’re prepared.

    Video: Want to collect customer data?

    Your employees need to collect personal data—but what they need to think through beforehand isn’t always clear.  This video (1:57) tells your employees the 5 W’s and sometimes H of collecting personal data, why you need to have a...

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  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.

    Before a merger or acquisition...

    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...

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  • Don't fall into a breach!

    Don't fall into a breach!

    Don’t fall into a breach. It’s scary down there. Instead, use this awareness piece to inspire your teams to interact with data the right way.

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  • How to handle a personal data request

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

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  • Collecting sensitive personal data?

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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  • Interacting with clients and service providers

    Interacting with clients and service providers

    While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...

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  • Who's looking at your profile? - horizontal

    Who's looking at your profile? - horizontal

    Folks don't realize how useful social media can be to your company's adversaries. This helpful graphic cautions them before they post online.

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  • Going on a trip? Protect your data!

    Going on a trip? Protect your data!

    Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...

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