Privacy Policy
Plan Then Execute, LLC
Effective: April 2025
Last revised: April 23, 2025
Introduction
Plan Then Execute, LLC ("PTE", "we", "us", or "our") is committed to protecting the privacy of your information. This Privacy Policy explains what information we collect from you and your end users through our website, communications, and marketing services — and how we use it. By engaging our services or using our website, you agree to the terms of this policy.
California residents: We collect personal information as described under "Information We Collect" for the purposes described under "How We Use Your Information." To learn about your California privacy rights, including your right to opt out of the sale of personal information, see the "Your Privacy Rights" section.
Information We Collect
We collect several types of information to provide and improve our services to you.
Contact & Account Information
We collect email addresses, names, company names, phone numbers, billing addresses, and financial information provided when you request a consultation or engage our services. Financial information is submitted through a secure payment processor protected by SSL encryption.
Site Usage & Device Information
We may collect IP addresses, browser type, operating system, ISP, access times, referring website addresses, and pages visited on our website. We may also collect mobile device information including device model, mobile number, and carrier.
Location Information
We may collect location data, including your general or precise geographic location or zip code, for the purpose of providing and targeting our services effectively.
Call & Communication Recordings
If you use our call tracking, call intelligence, or communication services, calls may be recorded. Callers are notified of recording prior to connection. You may opt out of call recording by providing written notice to PTE.
Customer Service & Feedback
We collect information you provide when requesting support, leaving feedback or reviews, or otherwise communicating with us.
End User Information
We collect analytics and behavioral information about the end users (your customers) who interact with your website and digital marketing assets that we manage on your behalf. See the "End User Information" section for more detail.
How We Collect Information
Directly From You
We collect information when you complete a contact form, request a consultation, engage our services, or communicate with our team directly.
Cookies
We use session cookies (which expire when you close your browser) and persistent cookies (which remain on your device for an extended period) to recognize your browser and remember certain preferences. We do not link cookie data to personally identifiable information.
Web Beacons
Our website and emails may use web beacons (clear GIFs) to track page visits and email open rates. This data is aggregated and not linked to personally identifiable information.
Social Media Widgets
Our site may include social media features (e.g., Facebook, Instagram, LinkedIn). These features may collect your IP address and set cookies. Their use is governed by the respective platform's privacy policy.
Google Analytics
We use Google Analytics to track and analyze website usage. Google may use this data within its own advertising network. You may opt out via the Google Analytics opt-out add-on. See Google's Privacy & Terms for more information.
How We Use Your Information
We use the information we collect for the following business purposes:
Service Delivery: To provide, manage, and improve the digital marketing services you have engaged, including PPC, SEO, website design, LSA management, automation, and branding services.
Communication: To respond to your inquiries, send service updates, and communicate relevant information about your campaigns and results.
Marketing Our Services: To share updates on PTE's offerings. You may opt out of marketing communications at any time.
Billing & Administration: To process payments, manage accounts, and perform related administrative functions.
Analytics & Improvement: To analyze website traffic, improve our website and service offerings, and develop new features.
Legal Compliance: To respond to legal obligations, subpoenas, audits, or requests from government authorities.
Business Succession: In the event of a merger or acquisition, your information may be transferred to the successor entity, with advance notice provided to you.
No sale of your data. We will not sell your personally identifiable information to third parties for the purpose of sending you unsolicited offers or advertisements.
Sharing & Disclosure of Information
We do not share your personally identifiable information with external companies for their own marketing purposes. We may share information in the following limited circumstances:
Third-Party Service Providers: Vendors that support our business operations (e.g., hosting, analytics, payment processing, call tracking). These parties are bound by confidentiality obligations.
Platform Partners: Google Ads, Google LSA, Yelp, Meta, and Bing, as necessary to run your campaigns on your behalf.
Social Media Platforms: In connection with managing your social media presence or running targeted ads.
Legal Requirements: As required by law, regulation, court order, or government request.
Business Transfers: In connection with a merger, acquisition, or sale of assets.
Aggregated/De-identified Data: Non-identifying, aggregated data may be used or shared for analytics and benchmarking purposes.
SMS opt-in and phone numbers collected for SMS purposes are not shared with any third party or affiliate for marketing purposes.
Data Security
PTE employs commercially reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. We use third-party hosting and infrastructure partners that maintain appropriate security controls.
While we take data security seriously, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security. You retain all rights to your data, and PTE owns only the code, databases, and applications it builds.
Third-Party Websites
Our website may contain links to third-party websites. PTE is not responsible for the privacy practices of those sites. We encourage you to review the privacy policy of any site you visit before providing personal information.
SMS / Text Messaging Terms & Conditions (A2P 10DLC)
Plan Then Execute, LLC operates SMS messaging programs subject to A2P 10DLC (Application-to-Person, 10-Digit Long Code) requirements as set by CTIA, The Campaign Registry (TCR), and U.S. wireless carriers. By opting into any PTE SMS program, you agree to the following terms.
Third-Party Websites
PTE operates two separate SMS use cases, each with independent consent chains
PTE Business Communications: SMS messages sent by PTE directly to its own clients regarding onboarding, campaign updates, reporting, billing, and service-related notifications.
Client Campaign Messaging: SMS messages sent by PTE on behalf of its clients to those clients' end-user customers, for purposes such as appointment reminders, lead follow-up, and promotional offers. Consent for this program is collected and owned by PTE's client, not by PTE.
Consent collected under one program is never transferred to, shared with, or used by the other program. Consent is brand-specific and non-transferable.
Program Name & Sender Identity
All SMS messages sent under PTE's business communications program will identify the sender as "Plan Then Execute" or "PTE." Messages sent on behalf of a client will identify that client's business name.
Message Frequency
Message frequency varies depending on your interaction with PTE. For PTE's own business communications program, you may receive up to 4 messages per month. Frequency may increase temporarily during active onboarding or campaign launch periods. You will always be notified if frequency materially changes.
Required Opt-In Disclosure
The following disclosure is presented to all individuals at the point of SMS opt-in — on contact forms, onboarding documents, or verbal enrollment confirmed in writing:
"By providing your phone number and checking the consent box, you agree to receive recurring automated and non-automated text messages from Plan Then Execute. Message and data rates may apply. Message frequency varies. Reply STOP to unsubscribe at any time. Reply HELP for help. Mobile opt-in data will not be shared with third parties for marketing purposes. View our Privacy Policy and Terms & Conditions."
How Consent Is Collected
Opt-in consent is obtained through one or more of the following methods:
Web form opt-in: A clearly labeled, unchecked checkbox on PTE's contact, consultation request, or onboarding forms with the required disclosure shown adjacent to the checkbox. Pre-checked boxes are not permitted. The SMS consent checkbox must stand alone and may not be bundled with Terms of Service acceptance.
Written agreement: Client signature on a Master Services Agreement or Statement of Work that includes the opt-in disclosure.
Verbal opt-in: Verbal consent confirmed in writing via email follow-up within 24 hours, including a copy of the disclosure language.
Consent is never required as a condition of purchasing any service.
Consent Records & Retention
PTE maintains records of all SMS opt-in consent, including: the method of consent, date and time of opt-in, the disclosure language presented at time of consent, and the IP address or document reference associated with the opt-in. Consent records are retained for a minimum of 4 years from the date of collection, or longer as required by applicable law or carrier requirements.
Supported Keywords
The following keywords are supported and processed automatically by PTE's messaging platform:
STOP / STOPALL / UNSUBSCRIBE / CANCEL / END / QUIT: Immediately unsubscribes the user. One final opt-out confirmation message will be sent. No further messages will be delivered.
HELP / INFO: Returns a help message containing PTE's name, a brief program description, and contact information: info@planthenexecute.com or (714) 386-8545.
START / YES / UNSTOP: Re-subscribes a user who previously opted out. The required opt-in disclosure will be re-sent upon re-enrollment.
Opt-Out Confirmation Message
Upon receipt of any opt-out keyword, the following confirmation message will be sent as a single final message:
"You have been unsubscribed from Plan Then Execute SMS messages. No further messages will be sent. Reply START to re-subscribe. For help: info@planthenexecute.com"
HELP Response Message
Upon receipt of HELP or INFO, the following message will be sent:
"Plan Then Execute: For support, contact info@planthenexecute.com or call (714) 386-8545. Visit planthenexecute.com. Reply STOP to unsubscribe. Msg & data rates may apply."
Message & Data Rates
Standard message and data rates may apply depending on your mobile carrier and plan. PTE is not responsible for any charges assessed by your carrier in connection with SMS messages.
Carrier Disclaimer
Wireless carriers are not liable for delayed or undelivered messages. Message delivery is subject to carrier availability and network conditions outside PTE's control.
No Sharing of SMS Opt-In Data
SMS opt-in consent and mobile phone numbers collected for SMS purposes are never sold, rented, shared, or transferred to any third party, affiliate, or PTE client for their own marketing use. This applies to both PTE's own messaging program and to consent records collected on behalf of PTE clients.
Client Responsibilities for Campaign Messaging
Where PTE sends SMS on behalf of a client, the client is solely responsible for:
Collecting and documenting valid prior express written consent from all message recipients
Ensuring consent disclosures meet CTIA guidelines and include the client's brand name, message frequency, opt-out instructions, and a link to the client's privacy policy
Honoring opt-out requests immediately upon receipt
Ensuring message content complies with all applicable laws, including the TCPA, CAN-SPAM Act, and carrier acceptable use policies
Maintaining consent records for a minimum of 4 years
PTE will not send messages on a client's behalf without written confirmation that the required consent has been obtained. PTE reserves the right to suspend client SMS campaigns if compliance cannot be verified.
End User Information
Information Collected from End Users
In the course of managing your digital marketing, PTE may collect analytics data about your website visitors and leads (your "End Users"). This data may include: IP address, session duration, page views, device type, operating system, location data (approximate), and conversion events. This data is used to generate performance reports and optimize your marketing campaigns.
How We Use End User Data
End User data is used to produce analytics and reporting for your business. In aggregate and anonymized form, it may also be used to benchmark campaign performance across PTE's client base. Such data will not contain personally identifiable information.
No Sale of End User Information
We will not contact your end users directly, nor will we sell information relating to your end users.
Your Responsibilities
You are responsible for ensuring your end users have appropriate notice and consent for any data collected through assets PTE manages on your behalf. PTE is not responsible for any use by you of end user data, even where PTE assisted in its collection.
Children
Our services are intended for adults. PTE does not knowingly collect personal information from children under 16. If we learn that we have done so, we will take steps to delete that information promptly.
Opting Out of Advertising
Interest-Based Advertising
We participate in interest-based advertising, including cross-device linking. To opt out, adjust your browser cookie settings. Because cookies are browser-specific, you will need to opt out on each browser or device you use.
Location-Based Advertising
You may opt out of collection and use of precise location data for advertising purposes by adjusting location services settings on your mobile device.
Your Privacy Rights
California Residents
Under the CCPA and CPRA, California residents have the following rights:
Right of Access: You may request a copy of the personal information we have collected about you.
Right to Deletion: You may request deletion of your personal information, subject to certain legal exceptions.
Right to Opt-Out: While we do not sell your personal information, you may request that we stop doing so if that practice changes.
Right to Correct: You may request correction of inaccurate personal information we hold about you.
Non-Discrimination: We will not discriminate against you for exercising any of these rights.
Nevada Residents
While we do not sell your personal data, Nevada residents may request that we not sell their personal information. Contact us to submit such a request.
Other U.S. State Residents
Consumers in Virginia, Colorado, Connecticut, Texas, and other states with applicable privacy laws may also have rights to access, correct, delete, or limit the use of their personal information. Contact us to exercise these rights.
To exercise any of the above rights, contact us at:
Plan Then Execute, LLC | info@planthenexecute.com | (714) 386-8545 | planthenexecute.com/contact
Changes to This Policy
This Privacy Policy may be updated periodically to reflect changes in our website, services, or applicable laws. We will post any updates on this page. We encourage you to review this policy periodically. Where changes are material, we will notify you via email or a prominent notice on our website.
Contact Us
To report known or suspected privacy or security issues, or to submit privacy-related questions or complaints, please contact us: