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

Hi . This is the most critical aspect of the ASKTRA process. Swift action after receiving positive customer feedback is vital for achieving SALES SUCCESS.
Audio, PDF

Positive Survey Results Are a Goldmine 

You just received a very positive response to your one question survey. Any rating between seven and ten ranges from pretty good to great. Here’s what to do next. This enhances the likelihood the customer will soon be sending you referrals.

1. Act Fast: Respond with a thank you note with a referral incentive.

2. Incentives will entice customers to send you referrals. These incentives can take many forms, such as discounts on products, services, or other rewards. Encourage people to spread the word about you.

3. Create unique responses for these customers based on survey response scores. Beyond your note of appreciation include:

a. Seven to Eight Ratings:
"Referrals are welcome who can benefit from our expertise. Each time you refer us and it results in a new sale, you’ll receive a future 10% discount. In addition, we’ll enter you in an exclusive monthly drawing."

b. Nine to Ten Ratings:
"Referrals are welcome who can benefit from our expertise. Each time you refer us and it results in a new sale, you’ll receive a future 20% discount. In addition, we’ll enter you into an exclusive monthly drawing. Lastly, our most valued customers receive exclusive early access to our new products and services open house. It’s a fun, small event.

Tip: Ask your customer to bring a friend with needs similar to theirs to the exclusive event.

People love to feel appreciated and the thank you does that. And making someone feel special with discounts, drawings, and exclusive access is how sales get made.

Tip: Client events are by invitation only. They are easy to provide. The payback is immense.

Icing on the Cake!

Personalize your thank you note: Mention specific aspects of their feedback that stood out to you and express your appreciation for their business.

Stay in touch: Regularly communicate with your customers through emails, phone calls, or in-person visits to show them that you value their business.

Utilize social media: Share your customers' positive feedback on your social media platforms and tag them in the post to increase your online reputation and attract potential new customers.

Provide exceptional customer service: Make sure to provide excellent customer service to all of your customers to build customer loyalty and encourage referrals.

By following these steps, you can turn a positive one question survey response into a valuable referral source for your business. And make new sales!

★ Keep Positive Survey Results Are a Goldmine handy. Make it a part of your routine. It'll help make you a lot of sales.

Audio, PDF

Related: Raising Low Survey Scores

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.

 Podcast (20m) 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

Podcast (13m), Audio, epub, PDF