Introduction

This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of ReferralSafe. We use your Personal Information only for providing and improving the product. By using our ReferralSafe, you agree to the collection and use of information in accordance with this policy.

Information Collection and Use

While using ReferralSafe, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name ("Personal Information").

AI

Because you're using your own ChatGPT account to access the Chatbot, ReferralSafe can't see any of the input you provide.

Log Data

Like many site operators, we collect information that your browser sends whenever you visit our Site ("Log Data"). This Log Data may include information such as your computers Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. In addition, we may use third party services such as Google Analytics that collect, monitor and analyze information collected through our products.

Communications

We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information strictly related to ReferralSafe.

Changes

This Privacy Policy is effective as of the date listed at the top and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.

Introduction

These Terms of Service ("Terms") govern your access to and use of the services, including our various websites, email notifications, applications, (the "Services" or “Referral Safe LLC”), and any information, text, graphics, photos or other materials uploaded, downloaded or appearing on the Services (collectively referred to as "Content"). Your access to and use of the Services are conditioned on your acceptance of and compliance with these Terms. By accessing or using the Services you agree to be bound by these Terms.

Termination

We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.

Governing Law

These Terms shall be governed and construed in accordance with the laws of the United States, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have between us regarding the Service.

Changes

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.

Welcome . Let’s learn how to use ASKTRA
Podcast(5m) Audio, PDF, Video

With ASKTRA, you’re never alone. Coach Phil—our AI-driven coach—is here to support your journey. The best way to learn ASKTRA is to start using it. It’s quick and simple.  The BEST way to learn ASTRA is to use it. 

Let’s get started by learning ASKTRA’s three solutions:

1. ACADEMY: Learn and Grow

Access 300+ micro-lessons, ebooks, and series to help you grow and manage your business. Whether it’s managing cash flow, generating referrals, or improving risk management, the ACADEMY provides practical skills in bite-sized lessons. Simply choose a topic from the four key categories: Customer Engagement, Leadership, Marketing, or Sales.

Tip: Use the Solution Concierge to pinpoint the best category for your needs.

2. BUSINESS COACH: Meet Phil

Coach Phil delivers AI-powered, personalized guidance to help you improve customer retention, strengthen leadership, refine marketing, and drive sales. Get clear, actionable advice tailored to your business goals.

Tip: Ask Phil specific questions and provide as much detail as possible for the best results.

3. DEAL REVIEWER: Boost Your Sales

Receive real-time insights and recommendations from Deal Reviewer Phil, powered by AI. Optimize your deals, investments, and partnerships for the best outcomes. Make smarter decisions faster with instant feedback.

Tip: The more detailed the information you share, the better Phil’s recommendations will be.

4. BONUS:  SOLUTION CONCIERGE

Not sure which ASKTRA solution fits your needs? Solution Concierge Phil helps you match your specific use case to the right solutions in seconds.

Tip: Clearly explain what you want to achieve for the most accurate recommendations.

5. Stay Informed

Keep an eye on your ASKTRA Inbox for updates and new resources, including new content, feature updates, and improvements to enhance performance and usability.

Audio, PDF, Video

Welcome, ! Meet Phil, your SOLUTION CONCIERGE*. He’s here to match your business goals or needs with one of our three tailored solutions: ACADEMY, BUSINESS COACH, or DEAL REVIEWER. Let’s get started with a few tips for success:

a. Keep it simple: Share just your first name or nickname—no need for last names or business details.

b. Bring the details: The more context you share about your goals or challenges, the better Phil can provide personalized advice.

c. Use Cases: Phil has been trained on more than 500+ small business cases. He'll know which solution to direct you to.

d. Stay curious: Phil loves a good question! Don’t hesitate to ask or share your thoughts.

e. Know the setup: Phil works within your ChatGPT account (free or Plus). To ensure privacy, log in to ChatGPT, go to Account Settings (upper right corner) > Data Controls, and toggle "Improve the model for everyone" OFF before starting.

f. Secure: Because you're using your own ChatGPT account, we can't see any of the input you provide to GPT Phil.

BEGIN SESSION

* Requires ChatGPT (Free or Plus). Before starting, log into ChatGPT. Do not share Personally Identifiable Information (PII) or Business Identifiable Information (BII) beyond your first name. For mobile access, download the ChatGPT app.

Podcast(3m) Audio PDF

Welcome, ! This is where to go for updates and new resources, including new content, feature updates, and improvements to enhance performance and usability. 

+ PODCASTS (new): Friendly cohosts discussing quick insights on ASKTRA components to boost small business success.

+ SOLUTION CONCIERGE (new): Not sure which ASKTRA solution fits your needs? Solution Concierge Phil helps you match your specific use case to the right solutions in seconds.

+ PROGRESS CHECKER (new): Answer 10 quiz questions to see how well you're absorbing new knowledge.

Have a suggestion for something you'd like? It could be a new addition or a change to something we already have. Drop us a text to (855)‍ 431-0522 or give us a call at the same number. Except for late Thursday nights. Phil has a midnight bowling league then.

Hi ! The COLLECTIONS page boasts over 300 Micro Lessons, neatly curated into four categories: CUSTOMERS, LEADERSHIP, MARKETING, and SALES.

It provides you with PRACTICAL KNOWLEDGE and STRATEGIES to drive small business success: Podcast(13m), Audio, PDF

CUSTOMERS: More Engagement (63)
LEADERSHIP: Management Skills (202)
MARKETING: Reach More (93)
SALES: Better Selling (117)

Need Help Fast? SOLUTION CONCIERAGE

See & Search all Micro Lessons from on one page. Here!

Just starting out or need a little refresh? Get Started

Hello . Welcome to Insiders Guide: 100 Best Sales Tips. Every salesperson encounters similar obstacles regardless of what they sell. Selling demands a lot of effort, and while I may not have all the solutions, my suggestions will undoubtedly enhance your sales skills.

This eBook offers a friendly tone and valuable content that produces tangible results when you implement the suggested tactics in your sales approach. I trust you'll find it enjoyable and profitable to read! Kevin

Podcast (13m), Audio, epub, PDF

Hello . This comprehensive Insiders Guide: 50 Essential FAQs designed to provide small business owners with practical solutions for every stage of your entrepreneurial journey. From starting a business to navigating marketing, sales, and customer service, this resource covers essential topics to help your business thrive.

 Podcast (20m) Audio Part One, Audio Part 2, PDF

Hello . This thought provoking Insiders Guide: Selling Your Business is designed to provide small business owners with practical solutions for every stage of selling your business. From preparing for the sale to navigating negotiations, due diligence, and planning your future, this resource covers essential topics to help you achieve a successful and rewarding transition.

Podcast (9m) Audio, PDF

Hi ! Explore these multimedia Insiders Guide: eBooks designed to inform and inspire new knowledge.

They provide you with PRACTICAL KNOWLEDGE and STRATEGIES to drive small business success:

eBook: 100 Best Sales Tips
eBook: 50 Essential FAQs
eBook: Selling Your Business

Podcast(3m) Audio PDF

Just starting out or need a little refresh? Get Started

Welcome Sofie! It’s time for Cash Flow Fundamentals. Understanding cash flow is an essential skill for small business owners, as it directly influences the viability and stability of your business operation.

a. Cash Flow Guide: Audio, PDF
b. Cash Flow Facts: Audio, PDF
c. Cash Flow Statement: Audio, PDF
d. Cash Flow Statement Example: Audio, PDF
e. Cash Flow Forecasting:Audio, PDF
f. Cash Flow Forecasting Build: Audio, PDF

★ Once you grasp the essentials of Cash Flow, your small business perspective will undergo a transformative shift.

Podcast (4m)

Greetings Sofie! Let’s tackle Cybersecurity & Risk. These essential topics safeguard against potential threats, preserve customer trust, promote informed decision-making, enhance credibility, and ensure your business’s resilience.

a. Cybersecurity & Risk: Audio, PDF
b. Risk FAQ: Audio, PDF
c. Cybersecurity: Audio, PDF
d. Cybersecurity FAQ: Audio, PDF
e. Risk Types: Audio, PDF
f. Cybersecurity Threat Tips: Audio, PDF
g. Cybersecurity Terms PDF 

★ Cybersecurity & Risk are critical elements. Making them a part of your daily thought process is a must for a small business owner.

Podcast (4m)

Hi Sofie! Welcome to the Referral Program Playbook. Together, we’ll craft an exceptional referral program that turns your loyal customers into brand champions, fueling sustainable business growth. Let’s master the art of building and managing a referral program that drives success.

a. Referral Program Nuts & Bolts: Audio, PDF

b. Referral Collecting FAQ, Expert insights and solutions: Audio, PDF

c. Referral Follow-up: Audio, PDF      

Get a head-start by utilizing these three tools!!

a. Referral Program Plan Outline, Your roadmap to success: Audio, PDF

b. Referral Page HTML, The online launchpad for your referral journey: PDF

c. Referral Dashboard & Tracker, analyze, manage, and optimize referrals:  XLS  (download, save to your PC)

★ Check out the ASKTRA referral page: www.referralsafe.com/referral 

Podcast (4m)

Hi ! Enjoy these three Series, all critical content for small businesses. Each is a multi-view, deep-dive into relevant challenges being faced today.

They provide you with PRACTICAL KNOWLEDGE and STRATEGIES to drive small business success:

Series: Cash Flow Fundamentals 
Series: Cybersecurity & Risk
Series: Referral Program Playbook 

Podcast(5m) Audio PDF

Just starting out or need a little refresh? Get Started

Hey, ! Oh yea. We have Podcasts. They range from 3-20 minutes and cover a variety of topics.  

SOLUTION PODCASTS
Asktra Overview (5m) 
Academy (5m)
Business Coach: Phil (3m)
Deal Reviewer: Phil (4m)
Solutions Concierage: Phil (3m)
Progress Checker: Phil (3m)

EBOOK PODCASTS

Insiders Guide: 50 FAQs for Small Businesses eBook Review   (20m)
Insiders Guide: 100 Best Sales Tips eBook Review (13m)
Insiders Guide: Selling Your Business Review (9m)

SERIES PODCASTS

Cash Flow Basics Series Review (4m)
Referral Program Playbook Series Review (4m)
Cybersecurity & Risk Management Series Review (4m)

Have a suggestion for a podcast you'd like? It could be a challenge you face or maybe something about ASKTRA you'd like to hear about. Drop us a text to (855)‍ 431-0522 or give us a call at the same number. Except for late Thursday nights. Phil has a midnight bowling league then.

Welcome, ! Meet Phil, your PROGRESS CHECKER*. Answer 10 quiz questions to see how well you're absorbing new knowledge.

Phil prefers fill-in-the-blank answers over multiple-choice questions, and is trained to understand nuance and determine if your answer directly addresses the question asked.

Here's how it works:

a. First Question: What's your first name?

b. Second Question: Which quiz categories would you like in your quiz? Choose one or more. CUSTOMERS, LEADERSHIP, MARKETING, SALES.

Phil now walks you through your 10-question quiz, presenting one question at a time. After you provide your answer, he'll let you know if it's correct and offer helpful feedback before moving on to the next question.

After completing the quiz, Phil provides a personalized summary of your results.

Know the setup: Phil works within your ChatGPT account (free or Plus). To ensure privacy, log in to ChatGPT, go to Account Settings (upper right corner) > Data Controls, and toggle "Improve the model for everyone" OFF before starting.

Secure: Because you're using your own ChatGPT account, we can't see any of the input you provide to GPT Phil.

BEGIN SESSION

* Requires ChatGPT (Free or Plus). Before starting, log into ChatGPT. Do not share Personally Identifiable Information (PII) or Business Identifiable Information (BII) beyond your first name. For mobile access, download the ChatGPT app.

Podcast(3m) Audio PDF

Howdy ! Ready for a great coaching session* with Phil? Here are 5 quick tips to make the most of your time:

a. Keep it simple: Share just your first name or nickname (no need for last names or business names).
b. Bring the details: The more context you provide about your goals or challenges, the better Phil can tailor his advice. Get really into the weeds too. You'll be amazed at what he knows.
c. Stay curious: Phil loves asking questions—but don’t hesitate to ask yours, too!
d. Get creative: Need something crafted? Ask Phil for business plans, job descriptions, marketing strategies, SWOT analyses, and more.
e. ChatGPT: Phil is your business coach, accessible through your ChatGPT account (Free or Plus). Before starting, log into ChatGPT, go to Account Settings (top right), and under Data Controls, turn "Improve the model for everyone" OFF. Keep ChatGPT logged in, then click BEGIN SESSION below to start
f. Secure: Because you're using your own ChatGPT account, we can't see any of the input you provide to GPT Phil.

BEGIN SESSION

* Requires ChatGPT (Free or Plus). Before starting, log into ChatGPT. Do not share Personally Identifiable Information (PII) or Business Identifiable Information (BII) beyond your first name. For mobile access, download the ChatGPT app.

Podcast (3m) Audio, PDF

Howdy ! Ready for a great coaching session* with Phil? Here are 5 quick tips to make the most of your time:

a. Keep it simple: Share just your first name or nickname (no need for last names or business names).
b. Bring the details: The more context you provide about your goals or challenges, the better Phil can tailor his advice. Get really into the weeds too. You'll be amazed at what he knows.
c. Stay curious: Phil loves asking questions—but don’t hesitate to ask yours, too!
d. Get creative: Need something crafted? Ask Phil for business plans, job descriptions, marketing strategies, SWOT analyses, and more.
e. ChatGPT: Phil is your business coach, accessible through your ChatGPT account (Free or Plus). Before starting, log into ChatGPT, go to Account Settings (top right), and under Data Controls, turn "Improve the model for everyone" OFF. Keep ChatGPT logged in, then click BEGIN SESSION below to start
f. Secure: Because you're using your own ChatGPT account, we can't see any of the input you provide to GPT Phil.

BEGIN SESSION

* Requires ChatGPT (Free or Plus). Before starting, log into ChatGPT. Do not share Personally Identifiable Information (PII) or Business Identifiable Information (BII) beyond your first name. For mobile access, download the ChatGPT app.

Podcast (3m) Audio, PDF

Howdy ! Ready for a deal reviewing session* with Phil? Here are 5 quick tips to make the most of your time:

a. Keep it simple: Share just your first name or nickname (no need for last names or business names).
b. Bring the details: The more context you provide about your opportunity, the better Phil can tailor his advice. It can be a sales deal, possible acquisition, or even a partnership you are considering.
c. Stay curious: Phil loves asking questions—but don’t hesitate to ask yours, too! Je also can create graphs, spreadsheets. virtually any think you need.
d. Get creative: Need something crafted? Ask Phil for competitive comparisons, executive summary, pricing & ROI analysis, strategy guide, and more.
e. ChatGPT: Phil is your business coach, accessible through your ChatGPT account (Free or Plus). Before starting, log into ChatGPT, go to Account Settings (top right), and under Data Controls, turn "Improve the model for everyone" OFF. Keep ChatGPT logged in, then click BEGIN SESSION (see below) to start.
f. Secure: Because you're using your own ChatGPT account, we can't see any of the input you provide to GPT Phil.

BEGIN SESSION

* Requires ChatGPT (Free or Plus). Before starting, log into ChatGPT. Do not share Personally Identifiable Information (PII) or Business Identifiable Information (BII) beyond your first name. For mobile access, download the ChatGPT app.

Podcast (5m) Audio, PDF

Howdy ! Ready for a deal reviewing session* with Phil? Here are 5 quick tips to make the most of your time:

a. Keep it simple: Share just your first name or nickname (no need for last names or business names).
b. Bring the details: The more context you provide about your opportunity, the better Phil can tailor his advice. It can be a sales deal, possible acquisition, or even a partnership you are considering.
c. Stay curious: Phil loves asking questions—but don’t hesitate to ask yours, too! Je also can create graphs, spreadsheets. virtually any think you need.
d. Get creative: Need something crafted? Ask Phil for competitive comparisons, executive summary, pricing & ROI analysis, strategy guide, and more.
e. ChatGPT: Phil is your business coach, accessible through your ChatGPT account (Free or Plus). Before starting, log into ChatGPT, go to Account Settings (top right), and under Data Controls, turn "Improve the model for everyone" OFF. Keep ChatGPT logged in, then click BEGIN SESSION (see below) to start.
f. Secure: Because you're using your own ChatGPT account, we can't see any of the input you provide to GPT Phil.

BEGIN SESSION

* Requires ChatGPT (Free or Plus). Before starting, log into ChatGPT. Do not share Personally Identifiable Information (PII) or Business Identifiable Information (BII) beyond your first name. For mobile access, download the ChatGPT app.

Podcast (5m) Audio, PDF