Contactually & SumAll: How the Top 1% of Agencies and Consultants Drive More Referrals
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Transcript of Contactually & SumAll: How the Top 1% of Agencies and Consultants Drive More Referrals
The best way to strengthen your network is to stay
relevant with them.
In order to stay relevant, you need to regularly
follow up.
If you’re not stay top of mind, people are forgetting you.
You’re missing both revenue and
referral opportunities.
Use the 4 Step Framework to...
• Send timely, personal, and relevant follow ups to your top email and social media contacts
• Use online tools to make the entire process easier and more automatic
Ways to make your follow ups personal
• Major life events: birthdays, children, vacations
• Major professional events: job changes or promotions, company news
Good Content is King
• Relevant relevant relevant
• Keep it related to their interests, hobbies, company
• And even if it’s relevant, make sure it’s good content that they’ll appreciate receiving
SCREENSHOTShow you’d use SumAll to find really
great content (the stuff that was RT’ed the most in the past month, for ex) to
share with your network
SCREENSHOT or bulletsA special trick or two on how to use
SumAll to engage with people OR find great content
The best way to add value is
through intros• Much like content, people want
intros to other people that are relevant
• Make sure the intros are mutually beneficial to both parties
Managing a manual follow up system is
hard
• Lots of different products and sites
• Very time consuming
• People are probably still going to slip through the cracks
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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Let’s apply the4 Step Framework1.Find personal opportunities to
reconnect
2.Deliver value through content
3.Deliver value through your
network
Newsle is only when your contact is in breaking news.
Jay wasn’t in the news recently, so we can’t use it this time.
Not today.
I’m likely going to get the referral from Jay.
Contactually customers generate 32% more referrals
each month.