Book Yourself Solid (w/ Michael Port) + Contactually View webinar here: https://contactually.wistia.com/medias/ow2j2hxixb

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

2. HI THERE!
Tony Cappaert
Co-Founder & COO

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.
?

8. elationships power great busin
tactually powers great relation

9. A word from Michael

10. Finding potential new clients may not be your
problem.
Booking yourself solid with them is much harder to
do.
WHY CONTACTUALLY?
vs.
?
? ? ?

11. Almost everybody has that second group of potential
clients.
WHY CONTACTUALLY?

12. Where does
Contactually fit into my
current workflow?

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

16. How does Contactually
help me get more
referrals?

17. WITHOUT CONTACTUALLY
$$$$$$$$$$$

18. WITH CONTACTUALLY
$$$$
$$$

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

20. ore detailed explora

21. onnecting your accounts &
managing your database

22. INTEGRATIONS
• Easy to connect your Gmail, Exchange and IMAP
email accounts
• One-click integration with popular BD tools, from
MailChimp to Zapier
• API

23. CONTACTUALLY CONSTRUCTS
YOUR ULTIMATE ROLODEX

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

27. Organizing &
prioritizing your database

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

29. MAKE IT FUN

30. ORGANIZED AND
PRIORITIZED
(90)

31. SMART FOLLOW-UP
FORMULA
Network
of 90
every
30 days
+
=

32. PROACTIVE DASHBOARD

33. Save up to 40% of
your time with an
automated CRM.

34. EASY FOLLOW-UP

35. EASY FOLLOW-UP

36. IF YOU’RE STUCK…

37. EMAIL TEMPLATES
Keep your most effective messages on hand.

38. TO CREATE YOUR OWN…

39. TO CREATE YOUR OWN…

40. POWERFUL MESSAGING
AND ENGAGEMENT

41. Straight from
Book Yourself Solid…

42. ARTICLE SHARING
Add value to your network with relevant and
high-quality content.

43. SETUP

44. ADD CONTENT TO
CONTACTUALLY

45. DELIVER VALUE TO YOUR
NETWORK

46. INTROMAKER
Influence your network and elevate your thought
leadership through introductions.

47. SETUP

48. INTRODUCE

49. Increase your follow-up
efficiency
and
maximize your networking
ROI with…

50. SCALEMAIL
The best way to send personal communication at
scale.

51. SCALEMAIL
Use in tandem with email templates for maximum efficiency

52. SCALEMAIL
Maintains personal and relevant touches

53. SCALEMAIL
Maintains personal and relevant touches

54. AUTOMATION
Set up a customized sequence of actions with Programs.

55. AUTOMATION
Easily regulate simple or complex business development workflows
without missing a step.

56. AUTOMATION
Execute steps automatically or with your approval for maximum
accountability.

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

61. Contactually customers
generate, on average, 32%
more business from
referrals and new clients each
month.

62. START YOUR TRIAL NOW
Special Contactually offer for July:
www.contactually.com/bys

63. QUESTIONS?
Tony Cappaert
tony@contactually.com
@cappaert
Want more info?
contactually.com/bys
training.contactually.com