book yourself solid + contactually: how to generate 30% more referrals this year
TRANSCRIPT
![Page 1: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/1.jpg)
BOOK YOURSELF SOLID +
CONTACTUALLY:
How to Generate 30% More
Referrals this Year
![Page 2: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/2.jpg)
A word from Michael
![Page 3: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/3.jpg)
HI THERE!
Tony CappaertCo-Founder & COO
![Page 4: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/4.jpg)
![Page 5: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/5.jpg)
HOUSEKEEPING ITEMS
• This webinar is being recorded
• You are all in listen-only mode
• Ask questions via the Questions function in your GoToWebinar control panel
• Live Q&A at the end• Chat with us on social media: #ContactuallyBYS
![Page 6: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/6.jpg)
WHAT IS…
An automated, intelligent CRM.
The best way to manage and strategically reach
out to your network in order to drive new business.
?
![Page 7: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/7.jpg)
WHAT IS…
Book Yourself Solid networking strategies and
tactics are built into a custom BYS edition.
You’ll know exactly how to follow up with each
opportunity each day.
?
![Page 8: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/8.jpg)
WHAT IS…
Book Yourself Solid proven protocols +
Contactually’s sophisticated technology =
unparalleled power to do big things.
?
![Page 9: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/9.jpg)
Great relationships power great businesses.
Contactually powers great relationships.
![Page 10: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/10.jpg)
How does Contactually help
me get more referrals?
![Page 11: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/11.jpg)
WITHOUT CONTACTUALLY
People do business with people they know.
But important relationships often slip through the cracks.
In nearly every professional service business,85% of clients originate from existing relationships
![Page 12: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/12.jpg)
WITH CONTACTUALLY
• Active Contactually users report a 34% increase in the number of referrals they receive annually
• Within 3 months of joining, Contactually users engage with 97% more people in their network than before
Contactually helps you stay engaged
![Page 13: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/13.jpg)
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
![Page 14: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/14.jpg)
Where does Contactually fit into my current
workflow?
![Page 15: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/15.jpg)
HEALTHY NURTURING SYSTEM
• Mix of email marketing and personal follow-up
• Using marketing automation and CRM to
manage people throughout the funnel
• Contactually provides most value by helping
you stay in touch with people that will help grow
your business
![Page 16: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/16.jpg)
HEALTHY NURTURING SYSTEM
Rest of network,cold relationships, cold leads
Active pipeline& clients, hot leads
Referral partners, warm/qualifiedleads, past clients, close sphere
Marketing automation
CRM
• Email blasts• Newsletters
• One-to-many broadcastmarketing
• Personal digitalfollow-up
• Daily interaction• Rich client records
![Page 17: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/17.jpg)
HEALTHY NURTURING SYSTEM
Rest of network,cold relationships, cold leads
Active pipeline& clients, hot leads
Referral partners, warm/qualifiedleads, past clients, close sphere
Marketing automation
CRM
• Email blasts• Newsletters
• One-to-many broadcastmarketing
• Personal digitalfollow-up
• Daily interaction• Rich client records
![Page 18: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/18.jpg)
1.Build the database of everyone in your network
2.Prioritize the people you think are most likely to send your referrals
3.Deliver value to your referral partners via four key methods
4.Implement a system to ensure people don’t slip through the cracks
THE 4 STEPS TO GETTING MORE REFERRALS
![Page 19: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/19.jpg)
Let’s dive into the weeds!
![Page 20: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/20.jpg)
#1: Building your database
![Page 21: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/21.jpg)
![Page 22: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/22.jpg)
![Page 23: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/23.jpg)
CONNECT YOUR ACCOUNTS
• Easy to connect your Gmail, Exchange and IMAP email accounts
• One-click integration with popular BD tools, from MailChimp to Zapier
• API
![Page 24: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/24.jpg)
CONTACTUALLY CONSTRUCTS YOUR ULTIMATE ROLODEX
![Page 25: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/25.jpg)
ALL OF YOUR CONTACTSIN ONE PLACE
![Page 26: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/26.jpg)
ALL OF YOUR CONTACT’SINFORMATION IN ONE PLACE
![Page 27: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/27.jpg)
BACK-END DATABASE MANAGEMENT
• Add new contacts
• Automatic data updates
• Remove duplicate records
• Email signature scraper
• Social media updates
![Page 28: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/28.jpg)
#2: Organizing &prioritizing your top referral partners
![Page 29: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/29.jpg)
INTRODUCING BUCKETS
Not all relationships are created equally!
Networkof 90
Listof 20
Proposals/futureclients
Family/close
friends
every30 days
every30 days
every7 days
no setfrequency
![Page 30: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/30.jpg)
MAKE IT FUN
![Page 31: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/31.jpg)
ORGANIZED AND PRIORITIZED
(90)
![Page 32: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/32.jpg)
SMART FOLLOW-UP FORMULA
Networkof 90
every30 days
+
=
![Page 33: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/33.jpg)
REMEMBER: FOCUS!
• There’s a really strong tendency to try to bucket hundreds and hundreds of people and set reminders for all of them. Don’t do it!
• Focus on only those people that will help you grow your business = Network of 90
• You need to follow up 4 people every weekday — can you do it?
![Page 34: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/34.jpg)
CONSIDER STARTING WITH ONLY 20 PEOPLE
Networkof 90
ReferralPartners
You can put people in more than one bucketFocus on only your TOP referral partners — only about 20 people
![Page 35: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/35.jpg)
PROACTIVE DASHBOARD
![Page 36: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/36.jpg)
Save up to 40% of your time with an automated CRM.
![Page 37: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/37.jpg)
#3: Deliver value to your
referral partners
![Page 38: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/38.jpg)
EASY FOLLOW-UP
![Page 39: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/39.jpg)
EASY FOLLOW-UP
![Page 40: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/40.jpg)
But what shouldI say?
![Page 41: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/41.jpg)
FOUR WAYS TO ADD VALUE TO YOUR REFERRAL PARTNERS
1. Just say hello!
2. Talk about something that’s personally relevant
3. Share something of interest
4. Make a mutually-beneficial intro
![Page 42: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/42.jpg)
NO MATTER WHAT, DON’T BE GENERIC
![Page 43: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/43.jpg)
#1: JUST SAY HELLO
• Nearly everyone underestimates the power of just checking in to say hi to someone
• While it’s low value, it’s extremely quick & easy — and still let’s people know you’re thinking about them
• As long as you’re not spamming people, you’re still adding value to the relationship
![Page 44: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/44.jpg)
WHAT I SAY
Hey Michael -
I was just thinking about you today. I know I don’t say it enough, but I’ve really enjoyed working together over the past few years. I can’t tell you how many customers have told me how much Book Yourself Solid + Contactually has helped them grow their businesses.
Enjoy the rest of your week!
Tony
P.S. Please don’t feel you need to reply back to this email (I know we all get too many). Looking forward to the next time we connect.
![Page 45: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/45.jpg)
#2: TALK ABOUT SOMETHING PERSONALLY RELEVANT
• Major life events: birthdays, children, vacations
• Major professional events: job changes or promotions, company news
![Page 46: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/46.jpg)
BUT HOW?
![Page 47: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/47.jpg)
![Page 48: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/48.jpg)
![Page 49: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/49.jpg)
![Page 50: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/50.jpg)
![Page 51: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/51.jpg)
![Page 52: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/52.jpg)
#3: SHARE SOMETHING OF INTEREST
• 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
![Page 53: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/53.jpg)
BUT HOW?
![Page 54: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/54.jpg)
![Page 55: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/55.jpg)
![Page 56: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/56.jpg)
![Page 57: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/57.jpg)
![Page 58: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/58.jpg)
#4: MAKE A GREAT INTRO
• Much like content, people want intros to other people that are relevant
• Make sure the intros are mutually beneficial to both parties
![Page 59: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/59.jpg)
BUT HOW?
![Page 60: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/60.jpg)
![Page 61: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/61.jpg)
![Page 62: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/62.jpg)
![Page 63: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/63.jpg)
Whew, that was a lot.
Let’s put it into practice!
![Page 64: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/64.jpg)
YOU CAN ADD VALUE THROUGH A FEW KEY FEATURES
![Page 65: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/65.jpg)
EMAIL TEMPLATES
Keep your most effective messages on hand.
![Page 66: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/66.jpg)
TO CREATE YOUR OWN…
![Page 67: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/67.jpg)
TO CREATE YOUR OWN…
![Page 68: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/68.jpg)
POWERFUL MESSAGING AND ENGAGEMENT
![Page 69: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/69.jpg)
Straight fromBook Yourself Solid…
![Page 70: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/70.jpg)
ARTICLE SHARING
Add value to your network with relevant and high-quality content.
![Page 71: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/71.jpg)
SETUP
![Page 72: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/72.jpg)
ADD CONTENT TO CONTACTUALLY
![Page 73: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/73.jpg)
DELIVER VALUE TO YOUR NETWORK
![Page 74: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/74.jpg)
INTROMAKER
Influence your network and elevate your thought leadership through introductions.
![Page 75: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/75.jpg)
SETUP
![Page 76: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/76.jpg)
INTRODUCE
![Page 77: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/77.jpg)
Increase your follow-up efficiency
andmaximize your
networking ROI by…
![Page 78: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/78.jpg)
#4: Implementing your system in Contactually
![Page 79: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/79.jpg)
AUTO REMINDERS ON THE DASHBOARD
![Page 80: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/80.jpg)
SCALEMAIL
The best way to send personal communication at scale.
![Page 81: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/81.jpg)
SCALEMAIL
Use in tandem with email templates for maximum efficiency
![Page 82: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/82.jpg)
SCALEMAIL
Maintains personal and relevant touches
![Page 83: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/83.jpg)
SCALEMAIL
Maintains personal and relevant touches
![Page 84: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/84.jpg)
AUTOMATION
Set up a customized sequence of actions with Programs.
![Page 85: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/85.jpg)
AUTOMATION
Easily regulate simple or complex business development workflows without missing a step.
![Page 86: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/86.jpg)
AUTOMATION
Execute steps automatically or with your approval for maximum accountability.
![Page 87: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/87.jpg)
Remember: why are we
doing all this?
![Page 88: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/88.jpg)
HAPPY PEOPLE LEAD TO MORE REFERRALS
![Page 89: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/89.jpg)
EVENTUALLY, YOU ANT TO MAKE THE ASK
![Page 90: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/90.jpg)
TO GET STARTED…
Special offer for July!
Start your free 30-day trial at
www.contactually.com/bys
![Page 91: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/91.jpg)
YOU’LL GET…
• A free 30 trial period for a best-in-class automated
CRM
• A custom Book Yourself Solid version of
Contactually
• Pre-defined bucket sets, follow-up reminder rules
and email templates from Michael and BYS ($199
value!)
![Page 92: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/92.jpg)
AFTER YOUR 30 DAY TRIAL
For more detailed information, see contactually.com/pricing.
$59/month or$49/month
billed annually($588/year)
$35/month or$29/month
billed annually($348/year)
BASIC PROFESSIONAL
Bestdeal!
![Page 93: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/93.jpg)
WHAT OTHER ELITE BYS COACHES ARE SAYING
There's no better system for keeping in touch with the people who will
make the difference to your business (and hey, maybe even your
love life).-Matthew Kimberley
There is no better way to get booked solid than to build long lasting professional relationships, and
Contactually is the system to help you do that.
-Francine Graglia
People make us successful. Contactually keeps me top of
mind with the people who matter the most!-Dawn Doherty
Contactually helps me stay intouch with my network and
get more clients withease and joy!-Ana Melikian
![Page 94: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/94.jpg)
Contactually customers generate,
on average, 32% more business from
referrals and new clients each month.
![Page 95: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/95.jpg)
START YOUR TRIAL NOW
Special Contactually offer for July:
www.contactually.com/bys
![Page 96: Book Yourself Solid + Contactually: How to Generate 30% More Referrals This Year](https://reader038.vdocuments.site/reader038/viewer/2022102506/55d14bd3bb61eb1e578b477b/html5/thumbnails/96.jpg)
QUESTIONS?
Tony [email protected]
@cappaert
Want more info?contactually.com/bys
training.contactually.com