
Referral Training | Follow Up Consultant | Social Media Strategist | SendOutCards Executive
Greater San Diego Area

Referral Training | Follow Up Consultant | Social Media Strategist | SendOutCards Executive
Greater San Diego Area
Why I’m on LinkedIn:
• To network with other professionals so I can offer the best referrals to my clients who need services and products I do not provide.
• To attract clients who will benefit from what I have to offer.
To that end I offer the following:
• I provide consulting services to help sales professionals and companies with their Customer Relationship Management needs.
• I help review current keep-in-touch and Relationship Marketing systems.
• I show clients how to implement simple tools to increase referrals, increase sales, and retain more clients and customers
What I’m looking for on LinkedIn:
• I’m looking for partners to distribute my products and services – I can add value to their product offering and expand their reach with their clients.
• I’m looking to consult with Law Firms, Insurance Agencies, CPA Firms, Financial Planning firms, etc., who have a book of business and are looking to leverage those relationships into profitable streams of referral business.
Marketing, Social Media Marketing, Relationship Marketing, Client Retention, Customer Follow-up, Follow Up Strategies, CRM, Business Development, Sales Development
(Marketing and Advertising industry)
January 2009 — Present (7 months)
Square Martini Media offers premium social media marketing services. From blogging to social networking, we can show you new and innovative ways to create an online presence and market your business more effectively.
(Marketing and Advertising industry)
January 2007 — Present (2 years 7 months)
Follow Up Success is the source for new and fresh ideas on sales follow up. Topics will include follow up strategies, tips, ideas, and success stories. You will also see new and tried and true follow up products as well as product reviews.
(Privately Held; Marketing and Advertising industry)
June 2006 — Present (3 years 2 months)
SendoutCards is a great service to help build better relationships - you choose the type of card and message, we print, stuff, stamp, and mail it for you - all for about a buck including postage! A great way to generate more referrals, and retain the current customers you do have! It's all about showing your clients appreciation and gratitude! Please visit http://www.sendoutcards.com/allabout to schedule a demonstration.
(Online Media industry)
December 2008 — May 2009 (6 months)
Twitter Attraction, a blog devoted to everything Twitter.
(Marketing and Advertising industry)
January 2003 — January 2008 (5 years 1 month)
All About Promotions is a promotional marketing company dedicated to promoting businesses, events, and organizations by providing ideas and tools that are memorable and creative. We find ways to increase sales, customer relations, and employee motivation through promotional products and company apparel.
Our commitment to quality and value is equal to our dedication to creating lasting relationships with our clients. Insuring your message receives the maximum impact possible while giving outstanding service is our number one priority.
(Privately Held; 51-200 employees; Entertainment industry)
1993 — May 2003 (10 years)
Networking, Connecting People, Giving Referrals, Personal Development, Public Speaking, Helping Others, Traveling, Mountain Biking, Hiking, Yoga, Reading, Writing
Rotary, Advertising Specialty Institute, ASI, Promotional Products Association International, PPAI, Better Business Bureau, BBB, San Diego North Chamber of Commerce, SDNCC, Poway Chamber of Commerce, BNI, LeTip, One Coach, LinkedIn San Diego, YPG, SendOutCards, 6 Degrees
2008 Executive - SendOutCards
2007 Top Recruiter - SendOutCards
2007 Top Five Point Earner - SendOutCards
2007 Eagles Nest - SendOutCards
2006 Rising Star Award - San Diego North Chamber of Commerce