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Beginner 🏆 Certificate Included

Compliance Essentials for Visitor Intelligence

Understand GDPR, CCPA, and privacy best practices for using visitor intelligence in B2B sales and marketing. Know what's allowed, what's not, and how to document it.

👤 Instructor: Aiko Kato ⏱ 1.5 hours total 📹 9 lessons ✓ Always free
Start Lesson 1 → Try Kopimore Free

What You'll Learn

✓Understand GDPR and CCPA at a practical level
✓Distinguish company-level vs personal data identification
✓Write a compliant privacy policy for visitor tracking
✓Configure consent banners that meet regulatory requirements
✓Document your data processing and retention policies
✓Respond to data subject access requests (DSARs)
✓Conduct a privacy impact assessment for new tools
✓Train your team on data handling best practices

Course Curriculum

1
Privacy Law Basics for B2B
GDPR, CCPA, and PECR explained for sales and marketing teams — not lawyers
Free ›
2
Company vs Personal Data
Why identifying a company visiting your site is legally different from identifying a person
Free ›
3
What Kopimore Collects (and Doesn't)
The specific data types in play and how they map to regulatory categories
Free ›
4
Your Privacy Policy
What your privacy policy must say, and a template you can use
Free ›
5
Consent Banner Configuration
Set up GDPR-compliant consent mechanisms for your website
Free ›
6
Data Retention Policies
Define and document how long you keep visitor data — and why it matters
Free ›
7
DSARs and Opt-Outs
How to handle data subject requests and opt-outs under GDPR and CCPA
Free ›
8
Privacy Impact Assessments
Run a PIA before deploying visitor intelligence to a new market
Free ›
9
Training Your Team
What every SDR and marketer using visitor data needs to know
Free ›
🏆
Compliance Essentials for Visitor Intelligence Certified
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Course Details
LevelBeginner
Duration1.5 hours total
Lessons9 lessons
CertificateYes
PriceAlways Free
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Lessons in This Course

A complete walkthrough of every lesson — read in order or jump to whichever topic matters most to your team right now. Each lesson stands on its own; together they form an end-to-end working playbook you can apply this quarter.

  1. 1
    Privacy Law Basics for B2B
    Privacy Law Basics for B2B. Privacy law feels intimidating, but most of the anxiety comes from confusion about what these laws actually regulate. This…
  2. 2
    Company vs Personal Data
    Company vs Personal Data. The most important legal distinction for anyone using visitor intelligence is the difference between company-level data…
  3. 3
    What Kopimore Collects (and Doesn't)
    Lesson 3 of 9 in Compliance Essentials. What Kopimore Collects (and Doesn't).
  4. 4
    Your Privacy Policy
    Your Privacy Policy. Your privacy policy is a legal document and a user-facing communication. It needs to accurately describe your data collection…
  5. 5
    Consent Banner Configuration
    Consent Banner Configuration. Cookie consent banners are required under PECR (UK) and GDPR (EU) for non-essential cookies. The question for visitor…
  6. 6
    Data Retention Policies
    Data Retention Policies. How long you retain visitor intelligence data is a compliance decision that affects your risk profile, your storage costs, and…
  7. 7
    DSARs and Opt-Outs
    DSARs and Opt-Outs. Under both GDPR and CCPA, individuals have rights over their data. A Data Subject Access Request (DSAR) is a formal exercise of those…
  8. 8
    Privacy Impact Assessments
    Privacy Impact Assessments. A Privacy Impact Assessment (PIA), also called a Data Protection Impact Assessment (DPIA) under GDPR, is a structured process…
  9. 9
    Training Your Team
    Training Your Team. The best privacy policy and consent banner mean nothing if your team doesn't understand the boundaries of what they can and can't do…

All lessons are free and self-paced. Bookmark this page to come back any time — your progress through the academy is private to your team.