Privacy Policy

Effective date: June 27, 2026

The Compounding Method, LLC ("we," "us," "our") operates thecompoundingmethod.com (the "Site") and provides diagnostic and marketing-operations services. This Privacy Policy, together with our California Privacy Notice and Cookies Policy, explains what we collect, how we use it, and your choices. We provide this notice at or before the point we collect personal information.

This policy applies to personal information of individuals who interact with our Site and services — including business owners, employees, and representatives — regardless of whether they interact with us in a business or personal capacity.

Information we collect

• Information you provide. The domain you enter for a scan; your name, email, phone, and business details when you book a call, submit a form, subscribe, or become a client; and anything you send us. Our free scan requires only a domain and is not conditioned on your providing personal information about yourself.
• Information collected automatically. Device and browser type, IP address, pages viewed, referring URLs, and similar usage data, via cookies, analytics, and advertising technologies (see Cookies Policy).
• Information from third-party and public sources. We may collect business-contact and company information — names, business emails and phone numbers, company and website details, advertising activity, and related commercial information — from public websites, business directories, data providers, advertising libraries, and similar sources, to evaluate whether our services may be relevant to a business and to support outreach. Individuals whose information we collect this way may not have interacted with our Site directly; if you believe we may hold your personal information, you may submit a rights request and we will respond in accordance with applicable law.
• Information from client accounts (clients only). If you engage us, you may grant access to advertising, analytics, and related platforms; see "Client account access" below.

How we use information

• Deliver the service: run and return your scan, schedule and conduct calls, and perform our services.
• Email: transactional messages (scan results, scheduling, service updates) and, unless you opt out, periodic newsletters and value content. Every marketing email has an unsubscribe link; we honor opt-outs promptly.
• SMS: where you opt in, appointment reminders, confirmations, and service updates (see below).
• Phone: to schedule, confirm, and reschedule appointments — including reaching out if you miss a scheduled call — and to discuss our services.
• Outreach and qualification: to assess fit and contact businesses about our services.
• Operate, secure, and improve the Site and services, and comply with law.

Mobile / SMS messaging

How we obtain consent.

Before we send any SMS messages, we ask for your explicit consent at the point we collect your mobile number — for example, an unchecked checkbox on our booking or scheduling form. The consent is specific to SMS and identifies the message types (such as appointment reminders and service-related messages). We retain a record of your consent, including the date, time, and the consent language shown.

Messages and frequency.

Where you opt in, we send appointment reminders, confirmations, and service-related updates — typically a few messages per month. Message and data rates may apply.

Opt out.

Reply STOP (or STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT) to any message, or contact us at hello@thecompoundingmethod.com. We will send a one-time confirmation that you have been unsubscribed and will not send further messages unless you re-enroll. To re-enroll, reply START or contact us. For help, reply HELP or contact us at hello@thecompoundingmethod.com.

Sharing.

No mobile opt-in data or consent information will be shared with any third party for their own marketing or promotional purposes. We may share your mobile number and opt-in status with our SMS provider(s) and messaging aggregators solely to deliver the messages you requested; these providers are contractually prohibited from using your information for their own purposes.

Calls and recordings

We may record or transcribe some calls or meetings — such as sales, discovery, onboarding, or client calls — for quality assurance, staff training, note-taking, scheduling, and service delivery. We do not use recordings to train AI models. When a call is being recorded, we notify all participants at the start of the call; remaining on the call after that notice indicates your consent to the recording. Where you book a call through our Site, we also disclose this practice at the time of booking.

Our calls are not a channel for Protected Health Information. We ask that you not share patient names, medical records, treatment details, or other PHI during calls or meetings. If PHI is inadvertently disclosed, we will not use or further disclose it except as required by law or permitted by an applicable Business Associate Agreement.

Use of AI and automation

We may use software tools, including AI-assisted tools, to analyze websites, advertising and analytics data, landing pages, call notes, and other business information for diagnostic, reporting, and service-delivery purposes. We do not submit Protected Health Information to these tools, and our standard configuration excludes PHI from inputs. We do not use client data to train third-party AI models, and we select providers whose data-use restrictions are consistent with our obligations. If an engagement requires AI-assisted processing of sensitive or regulated data, that will be governed by the applicable client agreement, including a Business Associate Agreement where required.

Client account access

We request the minimum level of account access necessary to perform the services. Where read-only access is sufficient — for advertising accounts (e.g., Google Ads, Meta Ads), analytics platforms (e.g., GA4, Search Console), CRM/call-tracking, and reporting tools — we request read-only. Where configuration or campaign management requires write access, we inform the client and obtain confirmation before proceeding. We use this access solely to perform the services. We do not scrape, permanently harvest, or sell data pulled during an engagement, and we do not retain credentials or access beyond the active engagement. At the conclusion of an engagement, clients should revoke our access; we retain work product and reports to satisfy legal and dispute-resolution obligations, but not live access or data exports beyond what those purposes require. Clients should not grant us access to systems containing PHI, payment-card data, or other sensitive regulated data unless approved in writing and governed by the appropriate agreement.

No PHI

We do not request Protected Health Information (PHI) through this Site, our public forms, or our free diagnostic scan. Please do not submit patient names, medical histories, treatment or appointment details, or other PHI through the Site. The Compounding Method, LLC is not a HIPAA Covered Entity, healthcare provider, health plan, or healthcare clearinghouse. We provide marketing and operational services to businesses, some of which may be Covered Entities. For healthcare engagements where we may encounter PHI, we will assess whether a Business Associate Agreement is required and will not proceed with that aspect until appropriate agreements are in place. Where required by law and the nature of the services, we will operate as a Business Associate under a compliant Business Associate Agreement.

How we share information

• Service providers who help us operate (hosting, analytics, scheduling, messaging, call recording and transcription) under confidentiality obligations, used only to perform services for us.
• Advertising partners. We use advertising and retargeting technologies (e.g., Meta, Google) that may disclose online identifiers and activity to those platforms to show relevant ads. Under California law this is "sharing" for cross-context behavioral advertising. You can opt out — see "California privacy rights" and the California Privacy Notice.
• Advisors (legal, accounting) and authorities where required by law or to protect rights and safety.

We do not sell your personal information for money. We do share for cross-context behavioral advertising as described, and you may opt out.

Cookies

We use cookies and similar technologies, including advertising cookies, as described in our Cookies Policy.

Data security and retention

We use reasonable administrative, technical, and physical safeguards. No method is perfectly secure. We retain personal information for as long as necessary to fulfill the purposes for which it was collected, or as required or permitted by law, based on the length of our relationship with you, our legal, tax, audit, and dispute-resolution obligations, and backup cycles. In general: prospect and marketing records are kept until you opt out or request deletion; client records for the engagement and a period after to meet those obligations; and cookie/analytics data per the relevant platform's settings.

Children

The Site is for businesses and not directed to anyone under 18. We don't knowingly collect information from children.

Your choices

Opt out of SMS (reply STOP or contact us); opt out of marketing email (unsubscribe link). To opt out of sharing for cross-context behavioral advertising, use the "Do Not Sell or Share My Personal Information" link on our Site, or enable Global Privacy Control. See "California privacy rights" for details.

California privacy rights

If you are a California resident, you have the right to know what personal information we collect, use, disclose, and share; to delete and correct personal information we hold; to opt out of the sale or sharing of personal information for cross-context behavioral advertising; to limit the use of sensitive personal information (we do not use it for purposes requiring this); and to non-discrimination for exercising these rights.

To opt out of sharing, click the "Do Not Sell or Share My Personal Information" link in our footer — which activates our consent tool to stop transmitting covered data to advertising partners — or enable a Global Privacy Control (GPC) signal in your browser. We treat a valid GPC signal as a legally sufficient opt-out of sharing and honor it automatically; you do not need to submit a separate request, and our Site confirms receipt on screen. We honor sharing opt-outs within 15 business days.

To exercise other rights, email hello@thecompoundingmethod.com. We verify your identity before responding and reply within the timeframes required by law. You may designate an authorized agent to submit a request with proof of authorization. Full detail is in our California Privacy Notice.

Geographic scope

Our Site and services are directed to businesses located in the United States. We do not knowingly market to residents of the European Union, the United Kingdom, Canada, or other jurisdictions with separate privacy regulatory frameworks. If you access our Site from outside the United States, please be aware that your information will be stored and processed in the United States, and we do not represent that our privacy practices comply with the laws of any jurisdiction outside the United States.

Changes

For material changes, we will update the effective date above and, where feasible, email the address we have on file for you or display a prominent notice on our Site.

Contact

The Compounding Method, LLC · 2108 N ST STE N, Sacramento, CA 95816, USA · (619) 848-5382 · hello@thecompoundingmethod.com