contactually + hurdlr webinar - april 2016

It's Not April 18th Yet! How to Manage Your Finances as an Entrepreneur or Freelancer

April 5 2016

+present

Who am I?

Greg PlumDirector, Partner MarketingContactually

And my co-presenter…

Sajad GhanizadaHead of GrowthHurdlr

Headshot

Personal Picture

Contactually

• How to better manage your professional relationships 

• Generate more business with minimal effort 

Hurdlr

• Manage your business financials on autopilot 

• Lower your taxes and make more money

What’s on the agenda?

• We have a large audience and all attendees will be muted.

• If you have any questions, please use the chat function in GoToWebinar — we’ll stop and answer questions throughout the hour.

• We are recording today’s webinar. Check your email in the next 24 hours for a link to the recording.

Things to keep in mind during this webinar

Let’s get started!

The problem with financials

• You have to keep track of everything

• Oftentimes you forget

• Receipts, receipts, receipts

• Lower your taxes = make more money (but that’s easier said than done)

Spreadsheets ≠ Solution

Neither are...Receipt Boxes and Desktop Software

The modern entrepreneur

• Relationship Management

• Financials

• Tax preparing

Engage a professional

• Freelancers Union

• StevenZelin.com

• Freelancetaxation.com

• CPAForFreelancers.com

Use Hurdlr

Maximize your earnings1. Automate / Systemize

Your Business

2. Manage Your Financials

3. Find NewOpportunitie

s

Better Together!

What’s the hardest part of keeping in touch with

your network?

Follow Up!

1.Who should you be following up with to grow your business?

2.What should you say to them?3.How do you regularly follow up and build a

habit?

Think in Terms of Hot, Warm or Cold Leads

Not everybody in your network is the same

Segmentation is key!

Bucket How many? Who are they?How often should I

follow up?

Hot 5In need of your service and

ready to buy. Every 3 days

Warm 15

Expressed interest in working with you or needing your type of service in the near future. Every 10 days

Cold 75

No immediate need, but could benefit from your

service at some point down the road. Every 60 days

We all know following up is important, but nearly all of us

drop the ball• It takes a lot of work and is generally time-

consuming• The pay-off isn’t always immediate• People are probably going to slip through

the cracks

Prioritize and ”Systematize”

Programs help you automate follow-up…

Use our steps…

or customize your steps

…even automate the process!

The Dashboard

“Go to” relationship manager

So how do the best entrepreneurs use

Hurdlr + Contactually?

• Automatically organize & prioritize your list of business prospects

• Automatically initiate a customizable follow-up strategy

• Guide your daily actions to be consistent with contact goals that you set

Use Contactually to:

• Automatically track all of your income streams and expenses

• Get tax estimates based off of your financials to set money aside for quarterly/yearly payments

• Export your data, email it to yourself or your tax preparer for quick and easy tax filing

Use Hurdlr to:

Try us out for free!To download the Hurdlr app on your smartphone:

http://hurdlr.com

To get your Contactually free trial account:

https://www.contactually.com/invite/hurdlr

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Thanks!

We’ll follow up in the next24 hours with the recording