Steve Barnard Profile

My A, B, C Referrals

  • An ‘A’ prospect is small business owner who is looking for help with Tax Planning, Organizing records, and/or Profit Development.

  • A ‘B’ prospect is a center of influence who works daily with small business owners. This could be an Attorney, a Business Banker, a Business Broker or a Business Insurance broker.
  • A ‘C’ prospect is a taxpayer who is looking for ways to better manage his or her tax burden.

Jeff Brown Profile

My A,B,C referrals

An ‘A’ referral for me is:

  • a new company OR a company looking to completely rebrand with a new logo, logo usage guidelines, new advertising materials, promotional items, and apparel. I work directly with stakeholders to determine the best course of action and help develop a scheduled transition between the current look and feel to the new rebrand, with minimal to no down-time.

A ‘B’ referral for me is:

  • A company that needs help forming a better marketing and advertising plan utilizing their current logo and advertising items. From cleaning up a logo and organizing logo files, to updating advertising materials, to centralizing all logos and files into one location for easy access. I can also help implement logo usage guidelines using an existing logo. The guidelines will minimize questions regarding logo usage as everything is in a written plan. In addition,  I can build new marketing materials as needed based on current designs but updated for new uses.

A ‘C’ referral for me is:

  • A company or individual who needs business cards. Business cards may seem trivial but they are a necessary part of doing business. If I can get my foot in the door with business cards, I have the opportunity for much more down the road.

James Minter Profile

My A, B, C Referrals

‘A’ referral:
A small to medium size business, up to 500 employees, looking for an agency to represent and support their media campaigns through radio, TV, billboard, or digital media outlets. This includes: media planning, media buying, copywriting, and audio-video production services for six to twelve months. This would be a retainer client and therefore, BMS would only represent them in this capacity, with 100% focus on their business in their category for their city/state.

‘B’ referral:
An individual or business that is in need or audio or video production services for a one time event, an update of their website video assets, training videos, radio or TV commercials, and possibly Marketing On Hold production services. *NO retainer required

‘C’ referral:
A business that needs Marketing On Hold services (audio production) for their phone systems. *No retainer required

Abigail Shafer Profile

My A, B, C referrals

A referrals:
Plumbing companies, preferably ones who offer emergency services. Plumbers are great contacts and referral sources for me. They are often the first ones out to the job site and can refer water damage situations directly.
B referrals:
Insurance companies/agents. Relationships with agents take a little more time to develop but they can be great referral sources when they have customers filing a claim. Allphase event tried to prevent and agent from having to file a claim for the customer. Something to keep in mind when thinking of potentially connecting me with an agent!
C referrals:
Property Managers/Realtors. Once developing a relationship and getting on a vendor list of some sort, these can be excellent referral sources. In addition, many realtors have meetings which opens up speaking opportunities for me to come in a inform agents of the services Allphase has to offer.