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Be the Top 1%
How the Best Agencies & Consultants
Build Stronger Relationships & Get More
Referrals
Who am I?
Tony Cappaert
Co-Founder & COO,
Contactually
And who’s that other
guy?
Scott Pollack
Head of Business Development,
SumAll
INSERT COOL
PHOTO THAT
DESCRIBES
SCOTT!
Flickr: @lwr
Text
The 4 Step Framework to
Staying Relevant with
your 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.
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
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?
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
SCREENSHOT
Show 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 bullets
A special trick or two on how to use SumAll to
engage with people OR find great content
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?
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
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
1.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.
SCREENSHOT
How 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

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

  • 1. Be the Top 1% How the Best Agencies & Consultants Build Stronger Relationships & Get More Referrals
  • 2. Who am I? Tony Cappaert Co-Founder & COO, Contactually
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  • 4. And who’s that other guy? Scott Pollack Head of Business Development, SumAll
  • 7. The 4 Step Framework to Staying Relevant with your Network
  • 8. Now before we get started...
  • 9. The best way to strengthen your network is to stay relevant with them. In order to stay relevant, you need to regularly follow up.
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  • 11. If you’re not stay top of mind, people are forgetting you. You’re missing both revenue and referral opportunities.
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  • 14. 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
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  • 17. Make it personal Find personal opportunities to reconnect
  • 18. Ways to make your follow ups personal • Major life events: birthdays, children, vacations • Major professional events: job changes or promotions, company news
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  • 27. 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
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  • 36. SCREENSHOT Show 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
  • 37. SCREENSHOT or bullets A special trick or two on how to use SumAll to engage with people OR find great content
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  • 40. 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
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  • 48. 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
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  • 51. But how do I make it easier?
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  • 53. 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
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  • 56. Let’s apply the 4 Step Framework 1.Find personal opportunities to reconnect 2.Deliver value through content 3.Deliver value through your network
  • 57. 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.
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  • 62. SCREENSHOT How to find something relevant to Jay in SumAll
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  • 69. It took me 3 minutes to research & send Jay a really personal follow up. He’s going to remember me.
  • 70. 1-2 months from now...
  • 71. I’m likely going to get the referral from Jay. Contactually customers generate 32% more referrals each month.
  • 72.
  • 74. Special offer just for this webinar