Ahoy ! Small business owners wear many hats! The LEADERSHIP COLLECTION (192) covers a variety of key owner areas: Awareness, Business, Finance, HR, Referrals, Risk & Security, Sales, Surveys, and Insights. Lots to learn and use!

BONUS: Boost your sales game! Text ‘TIPS’ to (855) 431-0522 for actionable text sales tips twice a month.


Welcome to the Leadership Collection: AudioPDF
Leadership Defined: Audio, PDF

Insights: A Thought on Why…
Insights:  Rolling Out ASKTRA
Insights: 100 Best Sales Tips: Audioepub, PDF
Insights: 52 Weekly Tips: AudioPDF
Insights: 25 Owner Topics & Examples: Audio, PDF (9 pages) 
Insights: Actionable Idea Tips
Insights: AI Prompt Writing Audio, PDF (9 pages)
Insights: Business Coach Phil AudioPDF
Insights: Culture of Learning
Insights:  Never Stop Learning
Awareness: A Look at Small Business Pillars
Awareness: A Start to Your Day
Awareness: Active Listening
Awareness: Be a Great Listener

Awareness: Can I Get Rich
Awareness: Motivation
Awareness: Secrets You Should Know
Business: Adding a Partner
Business: Bring in an Investor
Business: Business Name
Business: Business Plan
Business: Business Plan (Sample)
Business: Buying Another Small Business
Business: Every Business Owner Should…
Business: How to Incorporate
Business: Increase Revenue
Business: Measuring Performance
Business: Merging Two Small Businesses
Business: New Location
Business: Nine Tips for Small Businesses
Business: One Thing, Two Really
Business: Podcasting as a Guest
Business: Podcast Interviewee Tips
Business: Podcast Interviewer Tips
Business: Prices Are Too Low?
Business: Prices Are Too High?
Business: Rewards of a Small Business
Business: Secrets for Growing a Business
Business: Reading Material
Business: Selling the Business
Business: Sole Prop or LLC
Business: Startup Guide
Business: Valuing Your Business
Business: What Kills a Small Business
Business: When Phil Sold His Business
Business: When Phil Started with SCORE
Business: Who Sells Better
Challenges: Challenges & Solutions Audio, PDF (12 pages)
Challenges: Challenges List
Challenges: Competition
Challenges: Competitor Challenges
Challenges: Create New Products
Challenges: Dealing with an Angry Customer
Challenges: Decreased Demand
Challenges: Do I Need a Salesperson
Challenges: Does My Business Name Matter?
Challenges: Do’s of a Small Business
Challenges: Don’ts of a Small Business
Fundamentals: Elements of Management Audio, PDF (9 pages)
Fundamentals: Every Business Owner Should…
Fundamentals: Examples of Sales Training
Fundamentals: Expand My Business
Fundamentals: Five Reasons for Failure
Fundamentals: Fundamentals:  Five Reasons for Success
Fundamentals: Fulltime or Side Gig
Fundamentals: Hobby?
Fundamentals: SCORE
Fundamentals: Script Client Event Welcome
Fundamentals: Sell or Manage
Fundamentals: Slides
Fundamentals: Spreadsheets
Fundamentals: Supply Chain Issues
Finance: ABCs of Business Loans
Finance: Alternative Lending Sources
Finance: Bonus Plans
Finance: Cash Flow
Finance: Cash Flow Guide: AudioPDF

Finance: Cash Flow Facts: AudioPDF
Finance: Cash Flow Statement: AudioPDF
Finance: Cash Flow Statement Example: AudioPDF
Finance: Cash Flow Forecasting: Audio,PDF
Finance: Cash Flow Forecasting Build: AudioPDF
Finance: Cash or Accrual Accounting
Finance: Discount Prices
Finance: Financial Statements
Finance: Grant Money
Finance: Incentives
Finance: Invoice Financing
Finance: Liabilities
Finance: Math to Know

Finance: Payment Software
Finance: Payroll Insight
Finance: Profitability
Finance: Rising Interest Rates
Finance: Taking Out an SBA Loan

HR: Employees’ First Day
HR: Employee Handbook (Sample)
HR: Firing Family Member
HR: Hiring a Bookkeeper
HR: Hiring a Business Coach
HR: Hiring a Consultant
HR: Hiring a Family Member
HR: Hiring an Intern
HR: Hiring Great Salespeople
HR: Hiring a Lawyer
HR: Hiring a Salesperson
HR: Hiring a Sales Manager
HR: Hiring Challenges
HR: Hiring Your First Employee
HR: Hiring on Upwork 
HR: Interviewing for Soft Skills
HR: Job Posting
HR: Promoting Employees
HR: Why Employees Leave
Insights: How Are We Doing?
Insights: How Phil Grew His Small Business AudioPDF (7 pages)
Insights: How to Use Guide
Insights: Importance of Small Businesses
Insights: Inflation
Insights: Learning Process
Insights: Meet, Track, Measure
Referrals: Beyond the Survey
Referrals: Centers of Influence
Referrals: Collecting Referral FAQ
Referrals: How Referrals Happen
Referrals: Follow-up AudioPDF (3 pages)
Referrals: Meeting a New Influencer
Referrals: Mining the Gold of Survey Results
Referrals: Program Nuts & Bolts AudioPDF ( 6 pages)
Referrals: Program Plan Outline
Referrals: Referral Page (HTML)
Referrals: Tracker XLS
Referrals: What To Know About Referrals…
Referrals: What Stands Between…
Risk & Security: Risk Types
Risk & Security: Cyber
Risk & Security: FAQ (Risk)
Risk & Security: FAQ (Security)
Risk & Security: Threats
Sales: After the Sale
Sales: Be a Salesperson?
Sales:  Closing the Sale
Sales: Compensation Plans
Sales: Forecast
Sales: Funnel
Sales: Habits to Break
Sales: Myths
Sales: Meeting Agenda (internal)
Sales: Moderating a Roundtable
Sales: Performance Improvement Plan
Sales: Plan Insights: AudioPDF (12 pages)
Sales: Plan Details
Sales: Plan Example
Sales: Principle Selling Techniques
Sales: Prizes
Sales: Prospecting Workshop I
Sales: Prospecting Workshop II
Sales: One Hundred Best Sales Tips
Sales: Script
Sales: Selling Amazon 
Sales: Six Quick Sales Tips
Sales: Seven Quick Tips for Sales
Sales: Secrets
Sales: Salespeople Who Always Discount
Sales: Salespeople Needing Closing Skills
Sales: Sales Call Agenda (with prospects)
Sales: Training New Sales People
Sales: Who Sells Better
Sales: Worst Habits for Salespeople
Surveys: Golden Tips for More Responses
Surveys: How Often to Share Surveys
Surveys: Hyperlink Personal Survey Link in Gmail
Surveys: Improve Low Survey Scores
Surveys: One Question Examples
Surveys: One Question Survey
Surveys: Track Survey Results
Surveys: When to Share Survey Request
Insights: Team Building
Insight: Ted Talk I
Insight: Ted Talk II
Insight: Thriving on a Budget: Audio, PDF (6 pages)
Insight: Titles. Do They Matter?
Insight: Tools for Running a Business
Insight: Top 10 Success Attributes
Insight: Training Employees
Insight: Transition Yourself I
Insight: Transition Yourself II
Insight: Transition Yourself III
Insight: Using ChatGPT
Insight: Volunteering
Insights: Working from Home
Insights: Workflows
Insights: Zoom Meetings

Have a topic you’d like covered?  Call or text suggestions to (855) 431-0522. Consider it done!

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.

 

Copyright © ReferralSafe LLC

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.

Copyright © ReferralSafe LLC