4. HOUSEKEEPING ITEMS
binar is being recorded
all in listen-only mode
stions via the Questions function in your GoToWebinar contr
A at the end
h us on social media: #ContactuallyBYS
5. WHAT IS…
An automated, intelligent CRM.
The best way to manage and strategically reach
out to your network in order to drive new business.
?
6. 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.
?
7. WHAT IS…
Book Yourself Solid proven protocols +
Contactually’s sophisticated technology =
unparalleled power to do big things.
?
13. 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
14. HEALTHY NURTURING
SYSTEM
Rest of network,
cold relationships, cold leads
Active pipeline
& clients, hot leads
Referral partners, warm/qualified
leads, past clients, close sphere
Marketing automation
CRM
• Email blasts
• Newsletters
• One-to-many broadcast
marketing
• Personal digital
follow-up
• Daily interaction
• Rich client records
15. HEALTHY NURTURING
SYSTEM
Rest of network,
cold relationships, cold leads
Active pipeline
& clients, hot leads
Referral partners, warm/qualified
leads, past clients, close sphere
Marketing automation
CRM
• Email blasts
• Newsletters
• One-to-many broadcast
marketing
• Personal digital
follow-up
• Daily interaction
• Rich client records
19. 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
43
22. INTEGRATIONS
• Easy to connect your Gmail, Exchange and IMAP
email accounts
• One-click integration with popular BD tools, from
MailChimp to Zapier
• API
24. ALL OF YOUR CONTACTS
IN ONE PLACE
IN ONE PLACE
25. ALL OF YOUR CONTACT’S
INFORMATION IN ONE PLACE
INFORMATION IN ONE PLACE
26. BACK-END DATABASE
MANAGEMENT
• Add new contacts
• Automatic data updates
• Remove duplicate records
• Email signature scraper
• Social media updates
28. INTRODUCING BUCKETS
Not all relationships are created equally!
Network
of 90
List
of 20
Proposals/
future
clients
Family/
close
friends
every
30 days
every
30 days
every
7 days
no set
frequency
57. TO GET STARTED…
Special offer for March!
Start your free 30- trial at
www.contactually.com/bys
58. 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!)
59. 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
Best
deal!
60. 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
in
touch with my network and
get more clients with
ease and joy!
-Ana Melikian