book yourself solid + contactually
TRANSCRIPT
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BOOK YOURSELF SOLID +
CONTACTUALLY:
How to Generate 30% More
Referrals this Year
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HI THERE!
Tony CappaertCo-Founder & COO
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HOUSEKEEPING ITEMS
• This webinar is being recorded
• You are all in listen-only mode
• Ask questions via the Questions function in your GoToWebinar control panel
• Live Q&A at the end• Chat with us on social media: #ContactuallyBYS
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WHAT IS…
An automated, intelligent CRM.
The best way to manage and strategically reach
out to your network in order to drive new business.
?
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WHAT IS…
Book Yourself Solid networking strategies and
tactics are built into a custom BYS edition.
You’ll know exactly how to follow up with each
opportunity each day.
?
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WHAT IS…
Book Yourself Solid proven protocols +
Contactually’s sophisticated technology =
unparalleled power to do big things.
?
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Great relationships power great businesses.
Contactually powers great relationships.
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A word from Michael
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Finding potential new clients may not be your problem.
Booking yourself solid with them is much harder to do.
WHY CONTACTUALLY?
vs.
?? ? ?
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Almost everybody has that second group of potential clients.
WHY CONTACTUALLY?
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Where does Contactually fit into my current
workflow?
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HEALTHY NURTURING SYSTEM
• Mix of email marketing and personal follow-up
• Using marketing automation and CRM to
manage people throughout the funnel
• Contactually provides most value by helping
you stay in touch with people that will help grow
your business
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HEALTHY NURTURING SYSTEM
Rest of network,cold relationships, cold leads
Active pipeline& clients, hot leads
Referral partners, warm/qualifiedleads, past clients, close sphere
Marketing automation
CRM
• Email blasts• Newsletters
• One-to-many broadcastmarketing
• Personal digitalfollow-up
• Daily interaction• Rich client records
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HEALTHY NURTURING SYSTEM
Rest of network,cold relationships, cold leads
Active pipeline& clients, hot leads
Referral partners, warm/qualifiedleads, past clients, close sphere
Marketing automation
CRM
• Email blasts• Newsletters
• One-to-many broadcastmarketing
• Personal digitalfollow-up
• Daily interaction• Rich client records
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How does Contactually help
me get more referrals?
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WITHOUT CONTACTUALLY
$$$$$$$$$$$
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WITH CONTACTUALLY
$$$$$$$
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We automatically build (and keep updated) the address book for all
your contacts
We help you prioritize your top contacts into groups (or buckets)
We prompt you to follow up with the top people in your network that you haven’t
connected with in several weeks or months
By regularly following up, you’ll stay top of mind, and get more referrals &
repeat business
1 2
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A more detailed exploration
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Connecting your accounts &managing your database
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INTEGRATIONS
• Easy to connect your Gmail, Exchange and IMAP email accounts
• One-click integration with popular BD tools, from MailChimp to Zapier
• API
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CONTACTUALLY CONSTRUCTS YOUR ULTIMATE ROLODEX
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ALL OF YOUR CONTACTSIN ONE PLACE
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ALL OF YOUR CONTACT’SINFORMATION IN ONE PLACE
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BACK-END DATABASE MANAGEMENT
• Add new contacts
• Automatic data updates
• Remove duplicate records
• Email signature scraper
• Social media updates
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Organizing &prioritizing your database
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INTRODUCING BUCKETS
Not all relationships are created equally!
Networkof 90
Listof 20
Proposals/futureclients
Family/close
friends
every30 days
every30 days
every7 days
no setfrequency
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MAKE IT FUN
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ORGANIZED AND PRIORITIZED
(90)
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SMART FOLLOW-UP FORMULA
Networkof 90
every30 days
+
=
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PROACTIVE DASHBOARD
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Save up to 40% of your time with an automated CRM.
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EASY FOLLOW-UP
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EASY FOLLOW-UP
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IF YOU’RE STUCK…
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EMAIL TEMPLATES
Keep your most effective messages on hand.
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TO CREATE YOUR OWN…
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TO CREATE YOUR OWN…
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POWERFUL MESSAGING AND ENGAGEMENT
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Straight fromBook Yourself Solid…
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ARTICLE SHARING
Add value to your network with relevant and high-quality content.
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SETUP
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ADD CONTENT TO CONTACTUALLY
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DELIVER VALUE TO YOUR NETWORK
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INTROMAKER
Influence your network and elevate your thought leadership through introductions.
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SETUP
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INTRODUCE
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Increase your follow-up efficiency
andmaximize your networking ROI
with…
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SCALEMAIL
The best way to send personal communication at scale.
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SCALEMAIL
Use in tandem with email templates for maximum efficiency
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SCALEMAIL
Maintains personal and relevant touches
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SCALEMAIL
Maintains personal and relevant touches
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AUTOMATION
Set up a customized sequence of actions with Programs.
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AUTOMATION
Easily regulate simple or complex business development workflows without missing a step.
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AUTOMATION
Execute steps automatically or with your approval for maximum accountability.
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TO GET STARTED…
Special offer for March!
Start your free 30- trial at
www.contactually.com/bys
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YOU’LL GET…
• A free 30 trial period for a best-in-class automated
CRM
• A custom Book Yourself Solid version of
Contactually
• Pre-defined bucket sets, follow-up reminder rules
and email templates from Michael and BYS ($199
value!)
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AFTER YOUR 30 DAY TRIAL
For more detailed information, see contactually.com/pricing.
$59/month or$49/month
billed annually($588/year)
$35/month or$29/month
billed annually($348/year)
BASIC PROFESSIONAL
Bestdeal!
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WHAT OTHER ELITE BYS COACHES ARE SAYING
There's no better system for keeping in touch with the people who will
make the difference to your business (and hey, maybe even your
love life).-Matthew Kimberley
There is no better way to get booked solid than to build long lasting professional relationships, and
Contactually is the system to help you do that.
-Francine Graglia
People make us successful. Contactually keeps me top of
mind with the people who matter the most!-Dawn Doherty
Contactually helps me stay intouch with my network and
get more clients withease and joy!-Ana Melikian
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Contactually customers generate,
on average, 32% more business from
referrals and new clients each month.
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START YOUR TRIAL NOW
Special Contactually offer for July:
www.contactually.com/bys
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QUESTIONS?
Tony [email protected]
@cappaert
Want more info?contactually.com/bys
training.contactually.com