Privacy Policy

Last updated: August 18, 2026

Compass & Co., LLC (“Compass & Co.,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit www.compassandcoagency.com, contact us, schedule an appointment, purchase services, or otherwise interact with us.

1. Information We Collect

Depending on how you interact with us, we may collect:

Information You Provide

  • Name;

  • Business name and job-related information;

  • Email address;

  • Telephone number;

  • Website address;

  • Billing and transaction information;

  • Marketing priorities, budget range, project details, and other inquiry information;

  • Appointment and scheduling information;

  • Communications, feedback, files, and materials you send to us; and

  • Any other information you voluntarily provide.

Payment-card information is generally processed directly by our payment processor. Compass & Co. does not ordinarily receive or store complete payment-card numbers.

Information Collected Automatically

When you visit our website, we and our service providers may automatically collect information such as:

  • Internet Protocol address;

  • Browser, device, and operating-system information;

  • Pages viewed and links selected;

  • Referring website;

  • Approximate location derived from an IP address;

  • Visit dates, times, and duration;

  • Cookie and similar technology data; and

  • Website performance, security, and diagnostic information.

2. How We Use Information

We may use information to:

  • Respond to inquiries and communicate with you;

  • Schedule and manage discovery calls or other appointments;

  • Process purchases, subscriptions, invoices, and payments;

  • Provide, personalize, and improve our services;

  • Onboard and support clients;

  • Create proposals, service plans, and recommendations;

  • Maintain business and transaction records;

  • Send service-related confirmations, notices, and updates;

  • Send marketing communications when permitted;

  • Measure website performance and understand visitor activity;

  • Prevent fraud, misuse, and security incidents;

  • Protect our rights and enforce our agreements;

  • Meet legal, accounting, tax, and regulatory obligations; and

  • Accomplish other purposes disclosed when information is collected.

3. Cookies and Similar Technologies

Our website and service providers may use cookies, pixels, analytics technologies, and similar tools to operate the site, remember preferences, understand visitor activity, improve performance, and support marketing.

You may be able to control nonessential cookies through our website’s cookie banner or your browser settings. Disabling some cookies may affect website functionality.

Browser privacy signals and cookie controls may operate differently depending on your browser and location.

4. How We Disclose Information

We may disclose information to service providers that help us operate our business, including providers of:

  • Website hosting and ecommerce services;

  • Appointment scheduling and video conferencing;

  • Payment processing and invoicing;

  • Email and business communications;

  • Analytics and website performance;

  • Cloud storage and collaboration;

  • Customer relationship management;

  • Marketing, advertising, or content tools;

  • Artificial intelligence and workflow tools;

  • Professional legal, accounting, insurance, or advisory services; and

  • Security, fraud prevention, and technical support.

These providers may process information according to their own terms and privacy policies.

We may also disclose information:

  • At your direction or with your consent;

  • To perform a contract or provide requested services;

  • To comply with law, legal process, or governmental requests;

  • To protect the rights, safety, property, or security of Compass & Co., our clients, or others;

  • In connection with a merger, financing, acquisition, sale, reorganization, or transfer of business assets; or

  • To investigate or prevent suspected fraud, abuse, unlawful activity, or violations of our agreements.

We do not sell personal information for money. We also do not knowingly disclose personal information for unrelated third-party marketing purposes.

5. Artificial Intelligence Tools

We may use artificial intelligence and automation tools to assist with research, drafting, analysis, workflow, content development, and service delivery.

We take reasonable steps to limit the disclosure of confidential or sensitive information to such tools. However, third-party AI providers may process data according to their own terms and privacy practices.

Clients should avoid submitting highly sensitive personal information unless it is necessary and specifically requested.

6. Marketing Communications

If you choose to receive marketing emails, we may send information about Compass & Co., its services, insights, or events.

You may unsubscribe using the link in a marketing email or by contacting us at client@compassandcoagency.com.

Unsubscribing from marketing does not prevent us from sending necessary transactional or service-related communications.

7. Data Retention

We retain information for as long as reasonably necessary to:

  • Respond to inquiries;

  • Provide services;

  • Maintain client and transaction records;

  • Satisfy legal, tax, accounting, insurance, and contractual requirements;

  • Resolve disputes; and

  • Protect our legitimate business interests.

Retention periods vary according to the type of information and the reason it was collected. We may delete or anonymize information when it is no longer reasonably needed.

8. Data Security

We use reasonable administrative, organizational, and technical measures intended to protect information.

No website, internet transmission, storage system, or security measure is completely secure. We therefore cannot guarantee absolute security.

You are responsible for using appropriate care when transmitting confidential or sensitive information electronically.

9. Your Choices and Privacy Rights

Depending on where you live and applicable law, you may have rights concerning your personal information, which may include the right to:

  • Request access to certain personal information;

  • Request correction of inaccurate information;

  • Request deletion of certain information;

  • Object to or restrict certain processing;

  • Withdraw consent when processing is based on consent; or

  • Obtain information about how personal information is used or disclosed.

These rights may be subject to exceptions and verification requirements.

To submit a privacy request, email client@compassandcoagency.com with the subject line Privacy Request. Please describe your request and the email address associated with your interaction with us.

We may need to verify your identity and authority before completing a request. We will not discriminate against you for exercising a legally protected privacy right.

10. Third-Party Websites and Services

Our website may link to third-party websites or use services operated by companies such as Squarespace, scheduling providers, payment processors, Google, analytics providers, and social platforms.

Compass & Co. does not control and is not responsible for the privacy, security, content, or practices of third parties. You should review their privacy notices before providing information.

11. Information About Other People

If you provide information about another person, you represent that you have the authority or permission necessary to provide it and to allow us to process it for the stated purpose.

12. Children’s Privacy

Our website and services are intended for businesses and adults. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has provided personal information to us, please contact us so we can take appropriate action.

13. International Visitors

Compass & Co. is based in Florida, United States.

If you access the website from another country, your information may be transferred to, processed in, and stored in the United States or other locations where our service providers operate. Data-protection laws in those locations may differ from those in your country.

14. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, technology, or legal obligations.

The updated policy will be posted on this page with a revised “Last updated” date. Material changes may also be communicated through another reasonable method when appropriate.

15. Contact Us

For privacy questions or requests, contact:

Compass & Co., LLC
Broward County, Florida
client@compassandcoagency.com

Big Ideas, Real Impact.