SMB Referral Resources



We’ve put together some simple resources for you to use as you seek out referrals for our referral program. While we can cold call your referrals and start a conversation, anything you can do to “soften the ground” with your referral contacts will help us have a much more constructive conversation.

Social Media


Here are two images and captions that you’re welcome to use. We recommend posting these on LinkedIn, or whatever your preferred social media platform is.

Portrait of young smiling cheerful entrepreneur in casual office making phone call while working with laptop

We’ve been proud partners of SMB Suite for x years and firmly believe that their approach to IT solutions fueled our company’s significant growth. If you’re looking for a refined technology solution provider at a great cost, contact me today!

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Developers at work.

At [company name], we greatly value our partners that keep our business lucrative and on the frontlines. We’ve worked with SMB Suite for [x years/months] and can honestly say that their unique approach to IT solutions has been a game-changer for our business. For more information on why you need to partner with SMB Suite, reach out to me today.

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Below is some sample email copy that you could use to reach out to contacts you think would make good referral candidates. Please don’t try to copy-paste the text from this page, as it is formatted for website use. Click any of the options below to download the text in your preferred format.

Dear Colleague,


Our firm has partnered with SMB Suite as our provider for software and technology solutions. We’ve recently joined their referral program, and you came to mind as a great candidate to work with SMB Suite. Here’s why we work with them:


  • Flat Rate Pricing – we don’t deal with unexpected cost spikes from SMB Suite. We pay the same rate every single month for the length of our contract. The only reason that may change is if we need to add seats because we’re growing.
  • Customer Service – the support team at SMB Suite is the best we’ve worked with. They’re available and go above and beyond to help us solve our software and technology issues.
  • Customized Approach – they don’t believe in a “one-size-fits-all” approach to technology solutions. Every client they work with has different needs, and they’ve worked with us to tailor our software and technology solutions to exactly what we need to help us grow.


I think they would be a great fit for your firm. With your permission, I’d like to share your contact information with SMB Suite so they can reach out to you about saving you time, money and frustration as you work to grow your business.


Please let me know if that’s okay with you.





Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.