Book Yourself Solid + Contactually

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BOOK YOURSELF SOLID + CONTACTUALLY: How to Generate 30% More Referrals this Year

Transcript of Book Yourself Solid + Contactually

Page 1: Book Yourself Solid + Contactually

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

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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