Want to skip ahead? Choose your goal below:
We understand.
As someone whose business relies on relationships, we understand that your contact database is literally the lifeblood of your business. Starting with Contactually can seem overwhelming, especially because you have a massive list of contacts and it just seems like far too much to even get started.
We understand.
I'm here to tell you that we understand that it can be overwhelming and we are here to help you get on the right track.
Here's how:
Choose Your Goal
“The biggest mistake new users make with Contactually is thinking they have to run a marathon, instead of starting with just a lap."
After years of research, we've found that the most successful Contactually users focus on one goal at a time instead of trying to do everything all at once.
To help you, we have narrowed down the (4) main relationship goals that people have:
1. Leads - Qualifying new leads and nurturing long-term leads
2. Referrals - Getting new business opportunities from your existing network
3. Past Clients - Getting referrals and repeat business
4. Active Clients - Managing existing business
Rather than trying to organize all of your contacts -- the ones you have built relationships with over 5,10,20,50 years -- in one hour, we recommend prioritizing your time to focus on one goal at a time.
So, what is your number one goal with Contactually? Choose your goal from the below and read on to get started!
Group #1: Leads
You may be a Realtor ® and you just met someone for the very first time. How do you make sure that you stay in touch with them? How do you make sure that no one slips through the cracks? We have all been there and experienced that unnerving feeling where we forgot about someone potentially interested in working with us.
Or, maybe you work in sales and met someone at a conference; they showed some interest initially and talks started off great. But then, all of a sudden, that interest waned. How do you nurture those leads who showed interest initially, but may not actually be ready to make a purchase decision for 6+ months? How do you make sure you are known as the "person who always follows up"?
Over the next few weeks, we'll help you follow this (4) step process:
- Make sure that all of your new leads go into the "New Leads" Bucket
- Reach out to the new lead in a maximum of (6) times in order to attempt to qualify them
- IF qualified, place them into either the Short-Term or Long-Term Leads bucket
- Follow-up with that lead at the right cadence until they are ready to work with you.
You don't have to do everything right away. This week, you only have a single action item to complete in order to make Contactually work for you in 2019 and beyond.
Action Item: Create the following Buckets:
Need help creating Buckets in your account? Try our support article.
Next Week: We will go over how to ensure that all of your New Leads are funneling into your account.
Group #2: Referrals
You may be a Realtor ® and have a strategic network of contacts you can rely on for referrals. From our research, we know that referrals happen more often when you remain top of mind with your important referral contacts.
So, what sorts of contacts are included in this group? We break it down as follows:
- Non-Past Clients who have given you a referral in the past
- Non-Past Clients who could give you a referral in the future
- Strategic business partners
- Well connected local people that you want to get to know
Over the next few weeks, we'll help you follow this (4) step process:
- Make sure your potential referral contacts are placed into one of the "Referral" Buckets
- Prioritize referral contacts based on how likely they are to give you a referral
- Follow the 3:1 ratio for providing value and asking for a referral
- Ask for the referral
You don't have to do everything right away. This week, you only have a single action item to complete in order to make Contactually work for you in 2019 and beyond.
Action Item: Create the following Buckets:
Need help creating Buckets in your account? Try our support article.
Next Week: We will go over how to ensure that all of your Referral contacts are funneling into your account.
Group #3: Past Clients
You may be a Realtor ® and have completed a ton of transactions over the years. How do you keep in touch with your Past Clients? Most agents use marketing tactics such as a newsletter they send to all of their Past Clients. So, how do you stand out? From our research, we know that people in relationship-based businesses have a really hard time getting referrals and repeat business from their past clients. This quote says it all:
Over the next few weeks, we'll help you follow this (4) step process:
- Make sure your Past Clients are placed into either the Past Clients A or Past Clients B Bucket, based on value and overall potential
- Place newly closed Past Clients into a Recently Sold Bucket.
- Continue to provide them unique value based on their unique circumstances
- Ask for the referral or if you would be their choice if they were to conduct business again
You don't have to do everything right away. This week, you only have a single action item to complete in order to make Contactually work for you in 2019 and beyond.
Action Item: Create the following Buckets:
Need help creating Buckets in your account? Try our support article.
Next Week: We will go over how to ensure that all of your Past Client contacts are funneling into your account.
Group #4: Active Clients
You may be in Sales and have a ton of clients you are trying to stay on top of. How do you keep in touch with your them all? How do you prioritize your time to ensure that your most important active clients are getting the right amount of attention?
Over the next few weeks, we'll help you follow this (2) step process to ensure that your time is spent effectively and that your clients feel good about working with you (and want to continue working with you):
- Make sure your Active Clients are placed into either the VIP or Current Client Bucket
- Follow up with them consistently, depending on their needs
You don't have to do everything right away. This week, you only have a single action item to complete in order to make Contactually work for you in 2019 and beyond.
Action Item: Create the following Buckets:
Need help creating Buckets in your account? Try our support article.
Next Week: We will go over how to ensure that all of your Active Client contacts are funneling into your account.