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").

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
 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. 

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

d. 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.
e. 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 session log into ChatGPT: Other than first name or nickname, don't share Personally identifiable information (PII) or Business identifiable information (BII).

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

+ 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.

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.

Hey . Unlock the full potential of your small business with Asktra’s top use cases. The Academy empowers you to create tailored marketing plans, master cash flow management, and leverage social media for growth. The Business Coach helps you brainstorm new revenue streams, analyze competitors to uncover opportunities, and plan step-by-step roadmaps to achieve your quarterly goals. The Deal Reviewer sharpens your sales strategy by identifying weak points in pitches, developing counterstrategies for objections, and prioritizing next steps to close deals.

Introduction: Top Three Use Cases

The top three uses of each Asktra component exemplify its ability to deliver maximum impact for small business owners. The Academy focuses on foundational skills and strategies that drive growth. The Business Coach highlights the importance of tailored guidance and actionable plans. The Deal Reviewer emphasizes the critical need for informed decision-making and deal optimization.

ACADEMY: 3 Use Cases

a. Learn how to create a marketing plan tailored to my industry.
Reason: A fundamental need for most businesses is to establish an effective marketing plan.

b. Master cash flow management techniques for my small business.
Reason: Cash flow is a critical challenge for many small business owners.

c. Develop skills for leveraging social media marketing.
Reason: Social media is a cost-effective and essential marketing tool.

BUSINESS COACH: 3 Use Cases

a. Brainstorm new revenue streams for my business.
Reason: Finding new revenue streams directly impacts business growth.

b. Analyze my competitors and uncover opportunities to stand out.
Reason: Competitive analysis is vital for strategic positioning and long-term success.

c. Plan a step-by-step roadmap for achieving my quarterly goals.
Reason: Actionable plans are key for setting and achieving realistic objectives.

DEAL REVIEWER: 3 Use Cases

a. Identify weak points in my sales pitch and improve them.
Reason: Strong sales pitches are pivotal for closing deals effectively.

b. Discuss buyer objections and develop effective counterstrategies.
Reason: Overcoming objections is often the difference between winning and losing a deal.

c. Prioritize next steps to move a deal forward.
Reason: Clear prioritization ensures progress and prevents deals from stalling.

PDF

Other Use Case Idea Sheets: 30 Use Cases, Use Case Verbs All Use Cases

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: Audio, PDF

CUSTOMERS: More Engagement (63)
LEADERSHIP: Management Skills (194)
MARKETING: Reach More (87)
SALES: Better Selling (119)

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

Just starting out or need a little refresh? Get Started

Hello . This comprehensive FAQ Guide is 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.

Audio Part One, Audio Part 2, PDF

Hello . 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

Audio, epub, PDF

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.

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 headstart 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 

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: Cash Flow Forecasting: Audio,PDF
g. Cybersecurity Terms PDF (coming soon)

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

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.
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 session log into ChatGPT: Other than first name or nickname, don't share Personally identifiable information (PII) or Business identifiable information (BII).

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.
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 session log into ChatGPT: Other than first name or nickname, don't share Personally identifiable information (PII) or Business identifiable information (BII).

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.
c. Stay curious: Phil loves asking questions—but don’t hesitate to ask yours, too!
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 session log into ChatGPT: Other than first name or nickname, don't share Personally identifiable information (PII) or Business identifiable information (BII).

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.
c. Stay curious: Phil loves asking questions—but don’t hesitate to ask yours, too!
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 session log into ChatGPT: Other than first name or nickname, don't share Personally identifiable information (PII) or Business identifiable information (BII).