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About Enoch

                                         Enoch	
  Sears	
  is	
  a	
  project	
  manager	
  at	
  Chris3ansen	
  Group,	
  an	
  architecture	
  firm	
  
                                         in	
  Visalia,	
  California.	
  	
  He’s	
  a	
  big	
  networker	
  who	
  loves	
  to	
  meet	
  new	
  people	
  
                                         and	
  is	
  always	
  looking	
  for	
  produc3vity	
  tools	
  and	
  systems	
  to	
  help	
  him	
  stay	
  
                                         connected	
  with	
  the	
  people	
  he	
  meets.


                                         Before Contactually

                                           •	
  	
  	
  Enoch’s	
  been	
  mee3ng	
  new	
  people	
  for	
  years	
  and	
  –	
  like	
  any	
  good	
  
                                           networker	
  –	
  he	
  had	
  a	
  system	
  in	
  place.	
  	
  Prior	
  to	
  Contactually,	
  he	
  kept	
  Excel	
  
                                           lists	
  of	
  all	
  the	
  people	
  he	
  wanted	
  to	
  get	
  in	
  touch	
  with:	
  	
  decision	
  makers	
  in	
  his	
  
                                        field,	
  advisors	
  or	
  mentors	
  that	
  could	
  offer	
  advice,	
  and	
  others.
  •   He’d	
  set	
  goals	
  in	
  his	
  head	
  for	
  how	
  oJen	
  he	
  wanted	
  to	
  follow	
  up,	
  would	
  color	
  code	
  the	
  contacts	
  in	
  
      his	
  spreadsheet,	
  and	
  manually	
  mark	
  when	
  he	
  last	
  contacted	
  someone.	
  	
  If	
  it’s	
  not	
  already	
  
      obvious,	
  it	
  took	
  a	
  ton	
  of	
  work	
  and	
  3me!
  •   Other	
  CRMs	
  were	
  certainly	
  on	
  his	
  radar,	
  but	
  Enoch	
  found	
  them	
  all	
  to	
  be	
  too	
  cumbersome.	
  	
  He’d	
  
      get	
  bogged	
  down	
  in	
  managing	
  details,	
  tasks,	
  and	
  notes.	
  	
  All	
  he	
  really	
  cared	
  about	
  was	
  mee3ng	
  
      and	
  staying	
  in	
  touch	
  with	
  people	
  that	
  could	
  help	
  further	
  his	
  goals.	
  	
  CRMs	
  weren’t	
  the	
  solu3on.


How did Contactually help?

  •   For	
  Enoch,	
  the	
  most	
  useful	
  part	
  of	
  Contactually	
  are	
  the	
  morning	
  email	
  reminders.	
  	
  He	
  gets	
  
      reminded	
  of	
  5	
  important	
  people	
  he	
  should	
  contact	
  and	
  in	
  only	
  a	
  few	
  minutes,	
  he	
  can	
  follow	
  up	
  
      with	
  them.
  •   The	
  Bucket	
  Game	
  has	
  also	
  been	
  an	
  easy	
  way	
  for	
  him	
  
      to	
  beUer	
  organize	
  and	
  structure	
  how	
  oJen	
  he	
  wants	
  
      to	
  follow	
  up	
  with	
  the	
  people	
  in	
  his	
  network.	
  	
  He	
  sets	
    “It’s	
  incredible!	
  	
  Contactually	
  has	
  
      specific	
  reminders	
  for	
  each	
  group	
  of	
  people	
  and	
                      added	
  tons	
  of	
  value	
  right	
  from	
  the	
  
      tailors	
  his	
  follow	
  ups	
  to	
  meet	
  his	
  schedule.
                                                                                                  start.	
  	
  They’re	
  doing	
  something	
  a	
  
  •   Ul3mately,	
  Contactually	
  is	
  the	
  tool	
  he’s	
  always	
  
      wanted	
  (in	
  fact,	
  he’d	
  consider	
  	
  building	
  a	
  follow	
  up	
                 lot	
  bigger	
  than	
  the	
  other	
  
      tool	
  himself	
  before	
  we	
  came	
  along!).	
  	
  Contactually	
                   tradi<onal	
  CRMs	
  and	
  web	
  apps.”
      allows	
  him	
  to	
  fully	
  customize	
  his	
  follow	
  up	
  
      reminders	
  and	
  stay	
  in	
  touch	
  with	
  everyone	
  in	
  his	
  
      network	
  that	
  maUers.




              See more Case Studies at http://contactually.com/stories

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Business Development and Relationship Management with Contactually

  • 1. About Enoch Enoch  Sears  is  a  project  manager  at  Chris3ansen  Group,  an  architecture  firm   in  Visalia,  California.    He’s  a  big  networker  who  loves  to  meet  new  people   and  is  always  looking  for  produc3vity  tools  and  systems  to  help  him  stay   connected  with  the  people  he  meets. Before Contactually •      Enoch’s  been  mee3ng  new  people  for  years  and  –  like  any  good   networker  –  he  had  a  system  in  place.    Prior  to  Contactually,  he  kept  Excel   lists  of  all  the  people  he  wanted  to  get  in  touch  with:    decision  makers  in  his   field,  advisors  or  mentors  that  could  offer  advice,  and  others. • He’d  set  goals  in  his  head  for  how  oJen  he  wanted  to  follow  up,  would  color  code  the  contacts  in   his  spreadsheet,  and  manually  mark  when  he  last  contacted  someone.    If  it’s  not  already   obvious,  it  took  a  ton  of  work  and  3me! • Other  CRMs  were  certainly  on  his  radar,  but  Enoch  found  them  all  to  be  too  cumbersome.    He’d   get  bogged  down  in  managing  details,  tasks,  and  notes.    All  he  really  cared  about  was  mee3ng   and  staying  in  touch  with  people  that  could  help  further  his  goals.    CRMs  weren’t  the  solu3on. How did Contactually help? • For  Enoch,  the  most  useful  part  of  Contactually  are  the  morning  email  reminders.    He  gets   reminded  of  5  important  people  he  should  contact  and  in  only  a  few  minutes,  he  can  follow  up   with  them. • The  Bucket  Game  has  also  been  an  easy  way  for  him   to  beUer  organize  and  structure  how  oJen  he  wants   to  follow  up  with  the  people  in  his  network.    He  sets   “It’s  incredible!    Contactually  has   specific  reminders  for  each  group  of  people  and   added  tons  of  value  right  from  the   tailors  his  follow  ups  to  meet  his  schedule. start.    They’re  doing  something  a   • Ul3mately,  Contactually  is  the  tool  he’s  always   wanted  (in  fact,  he’d  consider    building  a  follow  up   lot  bigger  than  the  other   tool  himself  before  we  came  along!).    Contactually   tradi<onal  CRMs  and  web  apps.” allows  him  to  fully  customize  his  follow  up   reminders  and  stay  in  touch  with  everyone  in  his   network  that  maUers. See more Case Studies at http://contactually.com/stories