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Privacy Policy

Last Updated: January 7, 2026

1. Introduction

Plan Then Execute ("we," "us," "our," or "Company") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.planthenexecute.com, use our services, or interact with us.

Please read this Privacy Policy carefully. By accessing our website or using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.

2. Information We Collect

2.1 Information You Provide to Us

We collect information that you voluntarily provide to us, including:

Contact Information:

  • Name

  • Business name

  • Email address

  • Phone number

  • Mailing address

  • Job title

Business Information:

  • Company details

  • Industry type

  • Service areas

  • Business size

  • Website URL

  • Social media profiles

Project Information:

  • Project requirements and goals

  • Marketing objectives

  • Budget information

  • Timeline preferences

  • Current marketing challenges

Account Information:

  • Login credentials for platforms we manage (with your authorization)

  • Access to advertising accounts (Google Ads, Facebook Ads, etc.)

  • CRM system access

  • Website hosting credentials

  • Analytics account access

Payment Information:

  • Billing address

  • Payment method details (processed by third-party payment processors)

  • Purchase history

  • Invoice records

Communications:

  • Messages sent through contact forms

  • Email correspondence

  • Phone call records

  • Meeting notes

  • Feedback and survey responses

2.2 Information We Collect Automatically

When you visit our website, we automatically collect certain information:

Device and Usage Information:

  • IP address

  • Browser type and version

  • Operating system

  • Device type

  • Referring/exit pages

  • Date and time of visits

  • Pages viewed

  • Time spent on pages

  • Click patterns

Cookies and Tracking Technologies:

  • Cookies

  • Web beacons

  • Pixel tags

  • Local storage

  • Similar tracking technologies

2.3 Information from Third Parties

We may receive information about you from third parties, including:

Marketing Platforms:

  • Google Analytics data

  • Social media insights

  • Advertising platform data

  • CRM system data

Business Partners:

  • Referral partners

  • Service providers

  • Industry directories

Publicly Available Sources:

  • Business directories

  • Social media profiles

  • Company websites

  • Industry publications

3. How We Use Your Information

3.1 Service Delivery

We use your information to:

  • Provide marketing and development services

  • Manage advertising campaigns

  • Optimize website performance

  • Implement SEO strategies

  • Create and manage content

  • Develop and maintain websites

  • Integrate automation and AI tools

  • Provide consulting services

  • Generate reports and analytics

3.2 Communication

We use your information to:

  • Respond to inquiries

  • Send project updates

  • Schedule meetings and calls

  • Provide customer support

  • Send service-related notifications

  • Request feedback

  • Share important account information

3.3 Business Operations

We use your information to:

  • Process payments and manage accounts

  • Maintain records

  • Comply with legal obligations

  • Prevent fraud and security threats

  • Resolve disputes

  • Enforce our Terms and Conditions

3.4 Marketing and Improvement

We use your information to:

  • Send newsletters and marketing communications (with consent)

  • Share case studies and success stories (with permission)

  • Improve our services

  • Develop new features and offerings

  • Analyze trends and user behavior

  • Conduct market research

  • Personalize user experience

3.5 Legal Compliance

We use your information to:

  • Comply with applicable laws and regulations

  • Respond to legal requests

  • Protect our rights and property

  • Prevent illegal activities

  • Enforce our agreements

4. How We Share Your Information

4.1 Service Providers

We share information with third-party service providers who perform services on our behalf:

Technology Providers:

  • Web hosting services

  • Cloud storage providers

  • Email service providers

  • CRM platforms

  • Project management tools

Marketing Platforms:

  • Google (Analytics, Ads, Tag Manager, Search Console)

  • Facebook/Meta advertising platforms

  • Yelp

  • Other advertising and analytics platforms

Professional Services:

  • Payment processors

  • Accounting services

  • Legal advisors

  • Insurance providers

Communication Tools:

  • Slack

  • Zoom

  • Notion

  • Trello

  • Email platforms

4.2 Business Transfers

We may share or transfer information in connection with:

  • Mergers or acquisitions

  • Sale of business assets

  • Corporate reorganization

  • Bankruptcy proceedings

  • Similar business transactions

4.3 Legal Requirements

We may disclose information when required to:

  • Comply with laws, regulations, or legal processes

  • Respond to government requests

  • Enforce our Terms and Conditions

  • Protect our rights, property, or safety

  • Protect the rights, property, or safety of others

  • Prevent fraud or illegal activities

4.4 With Your Consent

The Plan Then Execute name, logo, methodologies, processes, tools, and proprietary systems remain our exclusive property. You may not use, reproduce, or claim ownership of our intellectual property without written permission.

4.5 Aggregated and Anonymized Data

We may share aggregated or anonymized data that cannot reasonably be used to identify you:

  • Industry benchmarks

  • Market trends

  • Statistical analysis

  • Research purposes

5. Cookies and Tracking Technologies

5.1 Types of Cookies We Use

Essential Cookies:

  • Required for website functionality

  • Enable core features

  • Remember your preferences

  • Maintain security

Analytics Cookies:

  • Track website usage

  • Analyze visitor behavior

  • Measure website performance

  • Improve user experience

Marketing Cookies:

  • Display relevant advertisements

  • Track campaign effectiveness

  • Personalize marketing messages

  • Measure ad performance

Third-Party Cookies:

  • Google Analytics

  • Facebook Pixel

  • Other analytics and advertising platforms

5.2 Cookie Management

You can control cookies through:

  • Browser settings

  • Cookie preference tools on our website

  • Opt-out mechanisms provided by third parties

Note: Disabling cookies may limit website functionality.

5.3 Do Not Track

We currently do not respond to Do Not Track (DNT) signals. We may adopt DNT protocols in the future.

6. Data Security

6.1 Security Measures

We implement reasonable security measures to protect your information:

Technical Safeguards:

  • Encryption (SSL/TLS)

  • Secure servers

  • Firewalls

  • Access controls

  • Regular security updates

Administrative Safeguards:

  • Employee training

  • Confidentiality agreements

  • Access restrictions

  • Security policies and procedures

Physical Safeguards:

  • Secure facilities

  • Equipment security

  • Disposal procedures

6.2 Limitations

Despite our efforts:

  • No system is completely secure

  • We cannot guarantee absolute security

  • Internet transmission carries inherent risks

  • You are responsible for protecting your credentials

6.3 Data Breach Notification

In the event of a data breach:

  • We will investigate promptly

  • We will notify affected individuals as required by law

  • We will take steps to mitigate harm

  • We will cooperate with authorities

7. Data Retention

7.1 Retention Period

We retain your information for as long as:

  • Your account is active

  • Necessary to provide services

  • Required by law or regulation

  • Needed for legitimate business purposes

  • Required to resolve disputes

  • Necessary to enforce agreements

7.2 Deletion

We will delete or anonymize your information when:

  • It is no longer needed

  • You request deletion (subject to legal obligations)

  • Retention is no longer justified

7.3 Backup Copies

Backup copies may persist for a limited time after deletion.

8. Your Privacy Rights

8.1 Access and Correction

You have the right to:

  • Access your personal information

  • Request corrections to inaccurate information

  • Update your information

  • Request a copy of your data

8.2 Data Portability

You may request:

  • Electronic copies of your information

  • Transfer of data to another service (where feasible)

8.3 Deletion

You may request deletion of your information, subject to:

  • Legal retention requirements

  • Legitimate business needs

  • Pending transactions or disputes

  • Contractual obligations

8.4 Opt-Out Rights

You may opt out of:

  • Marketing communications (via unsubscribe links)

  • Non-essential cookies (via browser settings)

  • Data sales (we do not sell personal information)

  • Certain data processing activities

8.5 Object and Restrict

You may:

  • Object to certain processing activities

  • Request restrictions on processing

  • Withdraw consent (where processing is based on consent)

8.6 Exercising Your Rights

To exercise your rights:

  • Email: info@planthenexecute.com

  • Phone: (714) 386-8545

  • Provide sufficient information to verify your identity

  • Specify your request clearly

We will respond within a reasonable timeframe as required by applicable law.

9. California Privacy Rights

9.1 CCPA Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

Right to Know:

  • Categories of personal information collected

  • Sources of personal information

  • Business purposes for collection

  • Categories of third parties with whom we share information

  • Specific pieces of personal information collected

Right to Delete:

  • Request deletion of personal information (subject to exceptions)

Right to Opt-Out:

  • We do not sell personal information

  • If we did, you could opt out

Right to Non-Discrimination:

  • We will not discriminate for exercising CCPA rights

9.2 Shine the Light

California residents may request information about disclosure of personal information to third parties for direct marketing purposes.

9.3 California Privacy Contact

To exercise California privacy rights:

10. Children's Privacy

10.1 Age Restriction

Our services are not directed to children under 13 (or 16 in some jurisdictions). We do not knowingly collect information from children.

10.2 Parental Discovery

If we learn we have collected information from a child without parental consent:

  • We will delete the information promptly

  • We will not use the information

  • We will not disclose the information

10.3 Parental Rights

If you believe we have collected information from your child:

  • Contact us immediately

  • Provide verification of your relationship

  • We will delete the information

11. International Data Transfers

11.1 Location of Processing

Your information may be processed in the United States or other countries where we or our service providers operate.

11.2 Adequacy and Safeguards

We implement appropriate safeguards for international transfers:

  • Standard contractual clauses

  • Privacy Shield frameworks (where applicable)

  • Other legally recognized transfer mechanisms

11.3 Consent to Transfer

By using our services, you consent to the transfer of your information to countries that may have different privacy laws.

12. Third-Party Links and Services

12.1 Third-Party Websites

Our website may contain links to third-party websites:

  • We are not responsible for their privacy practices

  • We do not control their content

  • Review their privacy policies before providing information

12.2 Third-Party Services

We integrate with third-party services:

  • Google services

  • Social media platforms

  • CRM systems

  • Marketing tools

These services have their own privacy policies.

12.3 Social Media

Our social media pages are governed by:

  • Our privacy practices

  • The platform's privacy policies

  • Information you share may be public

13. Client Data Processing

13.1 Data Controller vs. Processor

When We Are a Data Controller:

  • We determine the purposes and means of processing

  • This Privacy Policy applies

When We Are a Data Processor:

  • We process data on your behalf

  • You determine purposes and means

  • Your privacy policy governs end-user data

  • We process according to your instructions

13.2 Client Responsibilities

As our client, you are responsible for:

  • Your own privacy policy

  • Obtaining necessary consents from your customers

  • Complying with applicable privacy laws

  • Providing privacy notices

  • Honoring data subject requests

13.3 Subprocessors

We may use subprocessors to provide services. We ensure subprocessors maintain appropriate privacy protections.

14. Email and Marketing Communications

14.1 Types of Communications

We may send:

  • Service and account notifications

  • Project updates

  • Marketing newsletters

  • Promotional offers

  • Company news

  • Industry insights

14.2 Consent

We send marketing communications only:

  • With your consent

  • Where permitted by law

  • To existing customers (about similar services)

14.3 Opt-Out

You may opt out of marketing communications:

  • Click unsubscribe links in emails

  • Update your preferences

  • Contact us directly

Note: You cannot opt out of essential service communications.

15. Changes to This Privacy Policy

15.1 Updates

We may update this Privacy Policy to reflect:

  • Changes in our practices

  • New legal requirements

  • Service changes

  • User feedback

15.2 Notification

We will notify you of material changes by:

  • Posting the updated policy on our website

  • Updating the "Last Updated" date

  • Sending email notifications (for significant changes)

  • Providing prominent notice on our website

15.3 Continued Use

Your continued use of our services after changes constitutes acceptance of the updated Privacy Policy.

15.4 Review

We encourage you to review this Privacy Policy periodically.

16. Contact Us

16.1 Privacy Questions

For questions about this Privacy Policy or our privacy practices:

Plan Then Execute
Email: info@planthenexecute.com
Phone: (714) 386-8545
Website: www.planthenexecute.com

16.2 Privacy Concerns

If you have concerns about how we handle your information:

  • Contact us using the information above

  • We will investigate promptly

  • We will respond within a reasonable timeframe

  • We will take appropriate corrective action

16.3 Regulatory Complaints

You have the right to file a complaint with:

  • Your local data protection authority

  • The California Attorney General (for California residents)

  • Other applicable regulatory bodies

17. Specific Service Provisions

17.1 Advertising Services

When we manage your advertising:

  • We access your ad accounts with authorization

  • We collect performance data

  • We may use cookies and pixels on your behalf

  • Your privacy policy should disclose this to your customers

17.2 Website Development

When we develop your website:

  • We may integrate third-party services

  • We implement basic security measures

  • You are responsible for your website's privacy policy

  • You must obtain necessary user consents

17.3 Analytics and Tracking

We implement analytics tools:

  • Google Analytics

  • Heatmapping tools

  • Conversion tracking

  • Custom analytics

Your customers should be informed via your privacy policy.

17.4 CRM Integration

When we integrate CRM systems:

  • We process customer data on your behalf

  • You remain the data controller

  • You must have legal basis for data collection

  • Your privacy policy governs customer data

18. Data Subject Rights Management

18.1 Our Responsibilities

When you are the data controller and we are the processor:

  • We assist with data subject requests

  • We provide necessary information

  • We implement technical measures for rights fulfillment

  • We cooperate with your compliance efforts

18.2 Your Responsibilities

As data controller:

  • You respond to data subject requests

  • You determine how to fulfill requests

  • You provide necessary notices

  • You maintain records of processing activities

18.3 Cooperation

We will reasonably cooperate to help you:

  • Respond to access requests

  • Correct inaccurate data

  • Delete data when required

  • Fulfill other data subject rights

19. Legal Basis for Processing (GDPR)

For users in the European Economic Area, we process personal information based on:

Consent:

  • Marketing communications

  • Optional cookies

  • Voluntary information provision

Contract Performance:

  • Providing requested services

  • Managing client accounts

  • Processing payments

Legitimate Interests:

  • Improving our services

  • Preventing fraud

  • Network and information security

  • Business analytics

Legal Obligations:

  • Tax and accounting requirements

  • Regulatory compliance

  • Legal dispute resolution

20. Acknowledgment

BY USING OUR WEBSITE OR SERVICES, YOU ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTOOD THIS PRIVACY POLICY AND AGREE TO ITS TERMS.

Last Updated: January 7, 2026
Version: 1.0

For questions or concerns about this Privacy Policy, please contact us at info@planthenexecute.com or (714) 386-8545.