The DPDP Audit Tool
Compliance for Demo Booking Data Audit
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Demo Booking Data Audit
Liability Check

Every demo booking page collects personal data – names, emails, phone numbers, company details. Without explicit, purpose-specific consent for each stage of your sales funnel, you're accumulating massive compliance debt, risking fines up to ₹250 Crore.

Why Demo Booking Data Audit is at Risk

From your Calendly page to your CRM (Salesforce, HubSpot) and even meeting recordings on Zoom or Google Meet – every step of your B2B demo workflow involves **processing personal data**. DPDP requires **purpose-specific consent** for each activity. Are you sure that prospect who booked a demo from Bengaluru's EGL tech park explicitly consented to receiving your email drip, follow-up calls, or having their meeting recorded and stored indefinitely? Unclear consent, excessive data collection, and unmanaged recordings are huge **liability points** that the Data Protection Board will scrutinize.

Common Violations

  • 1.Collecting excessive personal data on booking forms (e.g., asking for specific 'pain points' without distinct consent for processing this sensitive info).
  • 2.Automatically adding demo registrants to multiple marketing lists (e.g., newsletter, product updates) without separate, explicit consent for each purpose.
  • 3.Recording demo calls (Zoom, Google Meet, Teams) without explicit, granular consent from all participants and defining clear data retention periods.

The Immediate Fix

Audit your entire demo booking workflow, from initial form (Calendly, HubSpot Forms) to CRM (Salesforce, Zoho) and follow-up tools (Mailchimp, Outreach.io). Ensure you're collecting only necessary data, obtain **explicit, granular consent** for each specific processing purpose (e.g., booking, marketing, recording), and clearly define data retention policies for all collected data and recordings.

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Projected Compliance Deadline: Immediate