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ENGAGING WITH
THE RIGHT CONTACTS
AT THE RIGHT TIME
AT THE RIGHT TIME
AT THE RIGHT TIME
VIA SOCIAL MEDIA & EMAIL
Hosted by
Hold tight! We’re going to start in 3 minutes
ENGAGING WITH
THE RIGHT CONTACTS
AT THE RIGHT TIME
AT THE RIGHT TIME
AT THE RIGHT TIME
VIA SOCIAL MEDIA & EMAIL
Hosted by
SABEL HARRIS
DIRECTOR OF DEMAND GEN, CONTACTUALLY
sabel@contactually.com
Tweet us @Contactually
JAMES LI
COFOUNDER & CEO, ENCORE ALERT
james@encorealert.com
Tweet us @Encore
WHY EVEN DO IT?
WHY EVEN DO IT?
MORE RELATIONSHIPS
MORE LEADS
LEADS
HOW?
3 KEY PRINCIPLES
SOCIAL AS A NETWORKING TOOL
PRIORITIZE OPPORTUNITIES
1
2
3 TALK LIKE A HUMAN
SOCIAL
≠
DISTRIBUTION CHANNEL
DISTRIBUTION CHANNEL
DISTRIBUTION CHANNEL
1
SOCIAL
=
NETWORKING TOOL
NETWORKING TOOL
NETWORKING TOOL
1
SOCIAL = NETWORKING TOOL
SOCIAL = NETWORKING TOOL
X
SOCIAL = NETWORKING TOOL
SOCIAL = NETWORKING TOOL
LESS AGGRESSIVE,
LESS COMPETITION FOR
THEIR ATTENTION
PRIORITIZE CONVERSATIONS
TO JOIN
2
PRIORITIZE
20%of conversations
80%
20%of conversations
make
PRIORITIZE
of the impact
RELEVANCY IS CRUCIAL
FOR BUILDING TRUST & AUTHENTIC RELATIONSHIPS
FOR BUILDING TRUST & AUTHENTIC RELATIONSHIPS
3
RELEVANCY IS CRUCIAL
RELEVANCY IS CRUCIAL
RELEVANCY IS CRUCIAL
RELEVANCY IS CRUCIAL
RELEVANCY IS CRUCIAL
THINGS YOU CAN DO NOW
LISTEN ACTIVELY
TO THE PEOPLE YOU WANT TO WORK WITH
& CONTRIBUTE TO THE CONVERSATION
1
LISTEN ACTIVELY
What hashtags are they using?
What kind of articles are they sharing? What are they talking about?
LISTEN ACTIVELY
LISTEN ACTIVELY
LISTEN ACTIVELY
CREATE A TWITTER LIST
OF 10 PEOPLE TO START
LISTENING TO
LEAD THE CONVERSATION
SELECT TOPICS & INDUSTRIES THAT
YOU WANT TO BE RECOGNIZED AS A LEADER IN
2
WHEN SOMEONE COMES TO YOUR PAGE
FOR THE VERY FIRST TIME, WHAT DO THEY SEE?
FEEDLY.COM
HASHTAGIFY.ME
ACTIVELY ENGAGE IN THE CONVERSATION
Curate
Comment
Contribute
ENGAGEMENT TABOOS
RESPONDING TOO LATE
ENGAGEMENT TABOOS
RESPONDING TOO LATE
RETWEETING EVERYONE
ENGAGEMENT TABOOS
RESPONDING TOO LATE
RETWEETING EVERYONE
CANNED RESPONSES
LEAD THE CONVERSATION
LEAD THE CONVERSATION
LEAD THE CONVERSATION
LEAD THE CONVERSATION
CURATE CONSISTENTLY
PICK 2-3 TRENDING INDUSTRY CONTENT
TO POST EACH DAY
LEVERAGE & DELIGHT
USE AMPLIFICATION EFFECT OF YOUR AUDIENCE’S
AUDIENCE
3
THE AMPLIFICATION EFFECT
THE AMPLIFICATION EFFECT
THE AMPLIFICATION EFFECT
CASE STUDY
LEVERAGE & DELIGHT
CASE STUDY
LEVERAGE & DELIGHT
CASE STUDY
LEVERAGE & DELIGHT
RULES OF THUMB
TIMING IS KEY
REACT TO TRIGGERS
DELIGHT 2-3 PEOPLE EACH WEEK
AND CONTINUE THE CONVERSATION AFTERWARDS
BOTTOM LINE
LISTEN ACTIVELY
LEAD THE CONVERSATION
LEVERAGE & DELIGHT
AUTOMATE WHEREVER POSSIBLE
LISTEN
LEAD
LEVERAGE
ENCORE ALERT
THE BEST SOCIAL MEDIA ASSISTANT YOU’VE EVER HAD
ENCORE ALERT
THE BEST SOCIAL MEDIA ASSISTANT YOU’VE EVER HAD
1
TAKE IN YOUR
TWITTER & INSTAGRAM NOISE
2
YOUR PERSONAL MACHINE-
LEARNING ALGORITHM FINDS THE
MOST IMPORTANT, PRIORITIZED
OPPORTUNITIES
3
YOU GET EMAIL/MOBILE ALERTS
ABOUT THE BEST, SO YOU CAN TAKE
ACTION RIGHT AWAY
AND IT KEEPS GETTING
SMARTER OVER TIME
4
Good news!
Nearly everything James talked about
also applies to nurturing
relationships long-term via email.
Flickr: @lwr
Text
The 4 Step Framework to
Staying Relevant with
your Network
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
#1
Generic follow ups
suck
Make it personal
Find personal opportunities to reconnect
Ways to make your
follow ups personal
• Major life events: birthdays, children,
vacations
• Major professional events: job changes
or promotions, company news
But How?
#2
Deliver value...
through CONTENT
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
But How?
#3
Deliver value...
through YOUR NETWORK
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
But How?
#4
Systematize!
Wash. Rinse. Repeat.
6
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
But how do I make it
easier?
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
Let’s apply the
4 Step Framework
4 Step Framework
1. Find personal opportunities to reconnect
2. Deliver value through content
3. Deliver value through your network
It took me 3 minutes to research &
send Jay a really personal follow up.
He’s going to remember me.
He’s going to remember me.
He’s going to remember me.
1-2 months from now...
I’m likely going to get the referral
from Jay.
Contactually customers
generate 32% more referrals
each month.
Contactually customers
generate 32% more referrals
each month.
Contactually customers
generate 32% more referrals
each month.
We’ll be sending out the
recording within 24 hours
Look for a other free goodies
via email as well :)
Look for a other free goodies
via email as well :)
Look for a other free goodies
via email as well :)

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