Contactually & SumAll: How the Top 1% of Agencies and Consultants Drive More Referrals

Be the Top 1%

How the Best Agencies & Consultants Build Stronger

Relationships & Get More Referrals

Who am I?

Tony CappaertCo-Founder & COO,

Contactually

And who’s that other guy?

Scott PollackHead of Business Development,

SumAll

INSERT COOL PHOTO THAT DESCRIBES

SCOTT!

Flickr: @lwr

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The 4 Step Framework to

Staying Relevant withyour Network

Now before we get started...

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.

72%

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 personalFind 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?

SumAll overview

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

#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.

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

7

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 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.

SCREENSHOTHow to find something

relevant to Jay in SumAll

It took me 3 minutes to research & send Jay a really

personal follow up.

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.

One more thing!

Special offer just for this webinar