WHAT IS…
An automated, intelligent CRM for people that work with clients.
Contactually helps you strategically reach out to your network in order to drive new business.
?
Calendar
CSV
A B C DHot Leads Warm Leads Referrals Not Important
We aggregate, merge, & find social data forall of your contacts and interactions
We help you prioritize your contactsthrough in-app plugins & games
We help you interact with you network in a meaningful & relevant way, via automatic follow up
reminders, ScaleMail, & Programs
By regularly following up, you delightyour contacts and stay top of mind, resulting
in more referrals and more $$$
@
www.contactually.com
TO:
FROM:
SUBJECT:
1 2
43
LET’S GET ON THE SAME PAGE
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 staying top of mind, people are forgetting you.
You’re missing referral opportunities. You’re missing out on more revenue.
1. Build the database of everyone in your network
2. Prioritize the people you think are most likely to send your referrals
3. Deliver value to your referral partners via four key methods
4. Implement a system to ensure people don’t slip through the cracks
THE 4 STEPS TO GETTING MORE REFERRALS
INTRODUCING BUCKETS
Not all relationships are created equally!
Past clients
Referral partners
Warm potential
clients
Family/ close
friends
every60 days
every60 days
every30 days
no setfrequency
REMEMBER: FOCUS!
• There’s a really strong tendency to try to bucket hundreds and hundreds of people and set reminders for all of them. Don’t do it!
• Focus on only those people that will help you grow your business — i.e. people who will send you referrals
• You need to follow up 4 people every weekday — can you do it?
CONSIDER STARTING WITH ONLY 20 PEOPLE
Networkof 90
ReferralPartners
You can put people in more than one bucketFocus on only your TOP referral partners — only about 20 people
FOUR WAYS TO ADD VALUE TO YOUR REFERRAL PARTNERS
1. Just say hello!
2. Talk about something that’s personally relevant
3. Share an article of interest
4. Make a mutually-beneficial intro
#1: JUST SAY HELLO
• Nearly everyone underestimates the power of just checking in to say hi to someone
• While it’s low value, it’s extremely quick & easy — and still let’s people know you’re thinking about them
• As long as you’re not spamming people, you’re still adding value to the relationship
WHAT I SAY
Hey Michael -
I was just thinking about you today. I know I don’t say it enough, but I’ve really enjoyed working together over the past few years. I can’t tell you how many customers have told me how much Book Yourself Solid + Contactually has helped them grow their businesses.
Enjoy the rest of your week!
Tony
P.S. Please don’t feel you need to reply back to this email (I know we all get too many). Looking forward to the next time we connect.
#2: TALK ABOUT SOMETHING PERSONALLY RELEVANT
• Major life events: birthdays, children, vacations
• Major professional events: job changes or promotions, company news
#3: SHARE SOMETHING OF INTEREST
• 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
#4: MAKE A GREAT INTRO
• Much like content, people want intros to other people that are relevant
• Make sure the intros are mutually beneficial to both parties
TO GET STARTED…
Special offer for WeWork!
Start your free 30-‐day trial at
www.contactually.com/ invite/wework
YOU’LL GET…
• A free 30 trial period for the best CRM for people in professional services
• A free 30-‐minute coaching session with one of our Rela>onship Marke>ng Experts
• Free top-‐performing templates and programs to get you started right away
Top Related