Effective Date:
May 10, 2025
Copise LLC ("Copise," "we," "us," or "our") is a company based in Houston, Texas, and is the data controller responsible for the personal information collected through this landing page (https://start.copise.com/survey) and related pages (collectively, the "Site"). We are committed to protecting your privacy and complying with applicable United States and Texas data privacy laws. This Privacy Policy explains what personal data we collect, how we use and share it, and your rights regarding that information.
By using our Site, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our practices, please do not use the Site.
We collect several types of personal data from you, including:
Contact Information: Your name, email address, and phone number (as provided in our lead forms or survey).
Survey Responses: Any information you provide when filling out questionnaires or forms on our Site (e.g., details about your business or inquiries you submit).
Payment Details: If you make a purchase or payment through our Site, we collect information related to the transaction. This may include billing name, billing address, and payment method details. Note: Payment card information (such as credit card numbers) is collected and processed securely by our third-party payment processor, Stripe. We do not store your full credit card details on our servers.
Device and Browsing Information: When you visit the Site, we automatically collect data about your device and browsing actions through cookies and tracking technologies. This includes your IP address, browser type, device type, operating system, referring URLs, and pages viewed. We also collect identifiers and behavioral data via tools like the Meta Pixel and similar analytics to understand how you interact with our Site.
CRM and Communication Data: If you communicate with us (for example, via email or SMS), or if you schedule a call, we may keep records of those communications and any information contained therein. Our customer relationship management platform (GoHighLevel) may also log interactions such as email opens, link clicks, and appointment bookings related to your profile.
We do not collect any precise geolocation data.
We will not track or collect your exact location (GPS coordinates) from your device. Additionally, we do not intentionally collect any sensitive personal information such as social security numbers, health information, or similar data through this Site.
We collect personal data from you through several methods:
Information You Provide Directly: You may provide your contact and other details by filling out lead forms, surveys, or other fields on our Site (for example, when you sign up for a free audit, request information, or book a call).
Transactions (Stripe Payments): If you enter payment information to purchase a service or product, those details are collected through our payment gateway, Stripe. Stripe will gather the necessary financial information (such as your card number and payment authentication data) to process the transaction.
Automated Tracking (Meta Pixel & Conversions API): We use the Meta Pixel (Facebook Pixel) and Meta’s Conversions API on our Site. These tools automatically collect data about your interactions (such as pages visited, buttons clicked, and form submissions). This information is sent to Meta Platforms, Inc. to help us track conversions from our Facebook/Instagram ads and optimize our advertising. The Meta Pixel may use cookies or similar technologies to identify your browser or device.
CRM and Analytics Platforms: Our Site is integrated with a customer relationship management system, GoHighLevel, which automatically logs form submissions and user interactions. As you use our Site, GoHighLevel may use cookies or other tracking to recognize returning visitors and to record your activities (for example, which pages you view or if you revisit after clicking an email we sent). We also may use other analytics tools that collect usage data via cookies.
Communication Channels: When you correspond with us via email, phone, SMS, or through scheduling a call (e.g., using our calendaring system), we collect the information you provide during those communications (such as your questions or the times/dates of appointments) and any caller ID or contact data that comes with your communications.
We use the collected personal data for the following purposes:
Lead Follow-Up and Communication: To contact you in response to your inquiry or form submission. For example, we will use your phone number or email to send follow-up information, answer your questions, provide the results of your free audit, or discuss our services. This may include sending you emails, text messages (SMS), or calling you to follow up on your interest.
Service Delivery and Appointments: To schedule and manage calls or appointments you book with us (such as strategy calls or audits), and to provide any services or information you request during those sessions.
CRM Automation: To streamline our sales and customer service process. We input your information into our CRM (GoHighLevel) which allows us to automate certain actions – for example, sending appointment reminders, onboarding messages, or follow-up sequences by email or SMS. This helps ensure timely communication and a consistent experience.
Processing Transactions: To process payments for any services or products you purchase. For instance, if you sign up for one of our packages and pay through the Site, we use your provided payment details to complete the transaction and provide you with the purchased service. We also use the information to manage invoicing, receipts, and any necessary refunds (according to our refund policy).
Analytics and Improvement: To analyze how users navigate and use our Site so we can improve the user experience, content, and functionality. We examine aggregated data (like overall site traffic, conversion rates on our funnel, or survey completion rates) to make informed business decisions. This may involve using data from tools like the Meta Pixel or other analytics to understand the effectiveness of our pages and where users might drop off in our survey/funnel.
Advertising and Marketing Optimization: To improve our advertising campaigns and reach prospective customers more effectively. The information collected via the Meta Pixel and Conversions API helps us create targeted advertising audiences and measure ad performance. For example, we might use data about your visit to show you tailored ads on Facebook or Instagram, or to exclude you from advertising if you have already become a client. We may also use your email to send you marketing communications about our services, but only in accordance with applicable law (and you can opt out of marketing emails at any time).
Business Operations and Legal Compliance: To administer our Site and business, including troubleshooting, data analysis, testing, research, and statistical purposes. We also may use your information to enforce our Terms of Service, to protect the security of our Site, to comply with legal obligations (such as maintaining transaction records for accounting/tax purposes), and to exercise or defend legal claims.
We use cookies and similar tracking technologies on our Site to collect information and enhance your experience. Cookies are small data files stored on your browser. We use them for several reasons:
Site Functionality: Some cookies are necessary for the Site to function properly, such as remembering your inputs in a multi-step survey.
Analytics: We use tracking cookies (including those set by Meta Pixel and our CRM/analytics tools) to understand how users engage with our Site. These cookies may record information such as the pages you view, the time you spend on each page, and the links or buttons you click. This data helps us improve the design and content of our funnel.
Advertising: Cookies and pixel tags help facilitate targeted advertising. For example, the Meta Pixel places cookies that allow Meta (Facebook/Instagram) to recognize you and show you ads on their platforms based on your interaction with our Site. We also use Meta’s Conversions API, which sends events and relevant data from our servers to Meta, ensuring we capture conversions even if cookies are restricted.
Preferences: We may use cookies to store certain preferences (for example, whether you have already completed our survey, so we don't ask you to repeat it).
You have choices regarding cookies:
Browser Settings: You can set your web browser to refuse some or all cookies, or to alert you when cookies are being used. Please note that if you disable cookies, some features of our Site (like the survey or certain tracking-enabled features) may not function correctly.
Advertising Opt-Out: To opt out of tracking by the Meta Pixel for targeted advertising, you can adjust your ad preferences in your Facebook account settings. You can also use industry opt-out tools such as the Digital Advertising Alliance's opt-out page. Additionally, if your browser offers a Global Privacy Control (GPC) or "Do Not Track" feature, our Site will endeavor to honor such signals as an opt-out of targeted advertising to the extent required by applicable law (including Texas law).
For more information on how Meta’s tools collect and use data, you can review Meta’s privacy policies. Similarly, our CRM provider GoHighLevel and any other analytics services have their own privacy practices regarding the data collected through our Site.
We value your privacy and do not sell your personal information to third parties. We only share your data in the following circumstances and with appropriate safeguards:
Service Providers and Partners: We share personal data with third-party service providers that help us run our business and provide services to you. These providers process data on our behalf and are contractually obligated to protect it. Key service providers we use include:
Stripe: If you make payments, your payment information is transmitted to Stripe, Inc., our payment processor. Stripe processes your payments securely and may store your payment details (such as card tokens) for future transactions or refunds. Stripe only uses this information for payment processing and compliance purposes. (See Stripe’s own Privacy Policy for details on their data handling.)
GoHighLevel: We use the GoHighLevel CRM platform (HighLevel, Inc.) to store and manage the information you provide (like your contact details and form responses) and to automate communications. Your data is stored on GoHighLevel’s secure servers, and they may process it to enable features such as sending you emails or SMS on our behalf. They do not use your information for their own purposes beyond providing the service to us.
Meta Platforms (Facebook/Instagram): We share certain information with Meta through the use of the Meta Pixel and Conversions API, as described above. This means that data about your actions on our Site is sent to Meta. Meta may combine this information with your Facebook/Instagram profile if you have one, and use it to provide us with aggregated reports on ad performance and to help us create targeted audiences for our ads. We do not share information like your name or contact details directly with Meta, but the Pixel may automatically send hashed identifiers (such as an encrypted version of your email or phone number, if you provided those on our Site) to help match you to your Meta user profile for advertising purposes.
Other Processors: We may use additional third-party tools for functions like email delivery, SMS delivery, scheduling calls (e.g., a calendar scheduling service), or additional analytics (e.g., Google Analytics). These parties will receive only the information necessary to perform their functions and are not permitted to use your data for any other purposes.
Legal Requirements and Protection: We may disclose your personal information if required to do so by law or in the good-faith belief that such action is necessary to: (a) comply with a legal obligation, subpoena, or governmental request; (b) protect and defend the rights or property of Copise LLC; (c) prevent or investigate possible wrongdoing in connection with our services or Site; (d) protect the personal safety of users of the Site or the public; or (e) protect against legal liability.
Business Transfers: In the event that Copise LLC is involved in a merger, acquisition, sale of assets, or other business transaction, your personal data may be transferred to the successor or acquiring entity as part of that transaction. If such a transfer occurs, we will ensure the recipient of your data is bound to respect your personal information in a manner consistent with this Privacy Policy.
Aside from the above, we will not share your personal data with third parties for their own marketing or other independent uses.
We do not sell, rent, or exchange your personal information with any third party for monetary or other valuable consideration.
We retain personal data only for as long as necessary to fulfill the purposes described in this Privacy Policy or as required by law. Specifically:
If you submit your information as a lead (for example, requesting a free audit or booking a call), we will keep your contact and related data so that we can follow up with you and attempt to provide our services. If you do not become a customer, we may retain your information for a reasonable period in case you have further interest, for our own marketing analysis, or to avoid contacting you again if you have asked us not to.
If you become a client of Copise, we will retain your information for the duration of our business relationship and thereafter as needed for record-keeping (for example, retaining invoices or communications for legal or tax purposes).
Payment transaction records are kept in accordance with accounting and tax regulations. For instance, records of purchases and payments may be retained for a number of years as required by U.S. law.
Data collected via cookies and pixels may be retained for shorter periods. For example, cookies on your browser will expire after a set time (unless you clear them manually), and we use analytics data in aggregated or de-identified form for ongoing improvement without time limitation since it no longer identifies individual users.
When we no longer have a legitimate business need or legal obligation to keep your personal information, we will securely delete or anonymize it. If deletion or anonymization is not immediately feasible (for example, because the data is stored in backup archives), we will securely store the data and isolate it from further processing until deletion is possible.
You have certain rights regarding your personal data, consistent with applicable U.S. state and federal laws (including the Texas Data Privacy and Security Act). These rights include:
Right to Access: You may request a confirmation of whether we are processing your personal data and obtain a copy of the personal data we hold about you, as well as information about how we use and share it. We will provide this information in a portable and readily usable format, typically within the time frame required by law (usually within 45 days of your verified request).
Right to Correction: If you believe that any personal information we have about you is incorrect or incomplete, you have the right to request that we correct or update it. We will correct inaccurate information as required by law.
Right to Deletion: You can request that we delete your personal data. Upon a verified request, we will delete the information we have about you, except to the extent we are permitted or required to retain it (for example, to complete transactions you have requested, for legitimate business purposes, or to comply with legal obligations).
Right to Opt-Out of Communications: You have the right to opt out of receiving marketing or promotional communications from us. If you no longer wish to receive emails or text messages, you can unsubscribe using the link provided in our emails or reply “STOP” to any promotional SMS. You may also contact us directly to request removal from our marketing lists. (Please note that even if you opt out of marketing messages, we may still send you non-promotional communications, such as those about your account or transactions you have initiated.)
Right to Opt-Out of Targeted Advertising: You have the right to opt out of the processing of your personal data for targeted advertising purposes. You may exercise this right by using the browser-based methods described in the Cookies and Tracking section (for example, enabling a Global Privacy Control signal or using advertising industry opt-out tools). You can also contact us directly to request that we not use or share your data for targeted advertising. We will honor such opt-out requests in accordance with applicable laws.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights. This means we will not deny you services, charge you a different price, or provide a different level of service solely because you exercised your rights under this Privacy Policy or applicable law.
Right to Appeal: If we decline to take action on a rights request you make, you have the right to appeal our decision. We will inform you of the reasons we could not fulfill your request. If you wish to appeal, please respond to our decision or contact us to explain the issue. We will reconsider your request and respond to the appeal within the time frame required by law. If you are still unsatisfied after an appeal (for example, if you believe we are improperly handling your data), you may contact the appropriate authority (such as the Texas Attorney General’s Office for Texas residents) to lodge a further complaint.
Exercising Your Rights:
To exercise any of your rights, please contact us using the contact information provided in the
Contact Information
section of this Policy. Please describe your request with sufficient detail that allows us to understand and respond to it. For your security, we will take steps to verify your identity before fulfilling certain requests, which may include asking you to provide information that matches our records or other verification measures as appropriate. We will respond to your request within the period required by law (generally within 45 days, with the possibility of a reasonable extension which we will communicate to you if needed). In general, we do not charge a fee to process your request. However, if your request is excessive, repetitive, or manifestly unfounded, we may charge a reasonable fee or decline to act on the request as permitted by law, in which case we will inform you of our decision.
We take the security of your personal information seriously. Copise LLC implements appropriate technical and organizational measures to protect your data against unauthorized access, alteration, disclosure, or destruction. These measures include using secure encryption protocols (HTTPS/TLS) for our website and forms, limiting access to personal data to authorized personnel who have a legitimate need to know, and utilizing reputable service providers with strong security practices (for example, Stripe is certified to PCI-DSS standards for payment processing).
While we strive to protect your information,
no method of transmission over the Internet or method of electronic storage is 100% secure
. Therefore, we cannot guarantee absolute security. You should also take care to protect your information (for example, by using strong passwords and not sharing your form submission links with others). In the event of a data breach involving your personal information, we will notify you and any relevant authorities as required by applicable law.
Our Site and services are
not directed to children under the age of 18
, and we do not knowingly collect personal information from anyone under 18. If you are under 18, please do not submit any information to us. If we learn that we have inadvertently collected personal data from a minor under 18, we will promptly delete such information from our records. If you are a parent or guardian and believe that your child under 18 may have provided personal information to us, please contact us immediately so we can investigate and take appropriate action.
We may update or revise this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. If we make material changes, we will update the "Effective Date" at the top of this Policy and, if necessary, provide more prominent notice (such as on our Site or via email). We encourage you to review this page periodically to stay informed about how we are protecting your information.
Your continued use of the Site after any changes to this Privacy Policy constitutes your acceptance of the updated terms. If you do not agree to any updates or changes, you should stop using the Site and contact us if you wish to exercise any of your rights regarding your personal data.
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us:
Copise LLC
Houston, Texas, USA
Email:
You may also reach out through any contact form or communication method provided on our website. We will respond to privacy-related inquiries or requests as promptly as possible.
Not Affiliated with Meta/Facebook: This Site is not part of the Facebook website or Meta Platforms, Inc. Additionally, this Site is not endorsed by Facebook or Meta in any way. "Facebook" and "Instagram" are trademarks of Meta Platforms, Inc., and their use on our Site (for example, via the Meta Pixel integration or in marketing materials) does not imply any affiliation with or endorsement by Meta. Copise LLC is an independent business, and any opinions or information presented on this Site are our own and not those of Meta or Facebook.
Results May Vary: Any testimonials, case studies, or examples of results that may be presented on our Site are illustrative of individual experiences. Individual results will vary. We do not guarantee any particular outcome or level of success by using our services. Your results depend on many factors, including your own effort, market conditions, and other variables outside of our control.
No Sale of Personal Data: For clarity, we reiterate that we do not sell your personal information. All data collected is used solely for the purposes described above and may be shared only in the ways outlined in this Privacy Policy. We do not exchange your information for monetary gain or otherwise disclose it for third-party marketing purposes.
By using our Site, you acknowledge that you have read and understood this Privacy Policy and the above disclaimers. If you do not agree with any part of this Policy or the disclaimers, please refrain from using the Site. Your privacy is important to us, and we encourage you to contact us if you have any questions or concerns.