POLICY — CLIENT CONFIDENTIALITY
Clinical-grade confidentiality. Engagement records share the data, not the names.
This is a positioning document, not boilerplate. It's the same discipline healthcare operators apply to their patients — HIPAA-trained non-disclosure — mirrored back at the operators themselves.
SECTION A — WHAT WE SHARE
DISCLOSED
- A.1 Industry and vertical — DSO, specialty dental, veterinary, dermatology, and so on.
- A.2 Geography, at region or city-size grain. "Mountain West." "A mid-size Texas metro." Never an address.
- A.3 Before / after KPIs — new patients, CAC, conversion, no-shows, multiples. The numbers are the work.
- A.4 Methodology — what we instrumented, what we changed, in what order, and why.
- A.5 Improvement stories — the shape of the case, told entirely in data.
SECTION B — WHAT WE NEVER SHARE
SEALED · BY POLICY
- B.1 Client business names. Current or past. No exceptions, no "just this once," no logo wall.
- B.2 Staff and employee names — theirs or the people they've trusted us to work alongside.
- B.3 Any identifying detail beyond industry + geography. If a detail could unmask a client, it stays in the file.
Not in case studies. Not on this site. Not in proposals, pitches, or conference talks. Ever, by policy — not by mood.
SECTION C — HOW WE TALK ABOUT PAST WORK
You'll see phrasing on this site like "two of the four largest dental distributors in the world, plus three of the largest dental-equipment manufacturers." That's as specific as we get — and as specific as we will ever get, including about you. The frame travels; the name never does.
The CONFIDENTIAL stamp in the header of every page is policy, not chrome. The REDACTED bars in the records room are a feature, not an apology.
SECTION D — FOR APPLICANTS
Your application is confidential. If we work together, we'll never name you — before, during, or after. The record of what we did together goes in a sealed file: the data survives, the name doesn't.
SIGNED — POLICY IN EFFECT
Admen '26