5 “Ninja” Tricks for Using Contactually CRM to Make Money and Get More Clients

 

Do you ever feel like you can’t keep track of all the critical relationships in your life?

You know… past clients, referral partners, current clients?

Let’s be honest… you’ve probably let more than one relationship get stale. And I’ll bet it’s hurt your business.

I used to feel the same way… until I discovered Contactually.

Contactually is one of the slickest, fastest, easiest-to-use CRMs (Customer Relationship Management software) on the market – a CRM you will love to use.

My last review of Contactually’s CRM software was waaaaaay back in 2014, so I was long overdue for an update on how I use Contactually now.

I’m a major power user of Contactually, meaning I use it all the time. And how I use the software now is very different from how I used it when I started.

So I thought it would be helpful to share a few “ninja” tricks for how to use the software.

I also think these ideas can be helpful if you use another CRM software.

To be honest, I don’t care which CRM you use but if you are in business then relationships are critical. And you should have an attitude that “I will spend $500 per year (or whatever it costs) to maintain my relationships.”

During the past few years, I’ve had a lot of people who know I’m a big Contactually power user ask me about how to use Contactually more efficiently.

So I put together a new video explaining a few key ways I use Contactually now.

Here it is:

If you would like to have 10 of my BEST free email templates imported directly in your Contactually account, then sign up for your free trial of Contactually here (referral link).

Here’s 5 key ways I use Contactually now:

  1. Tagging – I tag people by dozens of different categories, including city, hometown, interests, employer, etc.

  1. Pipelines – the Pipelines feature allows you to visually track a sales process through different sequences, and easily drag deals along (very similar to Pipedrive sales CRM but included in Contactually so it’s a great deal)

  1. Programs – Programs allow you to set a series of steps you want to follow for managing relationships. For example, you could have the steps be: Step 1: Follow the person on Twitter, Step 2: Reteet them; Step 3: Record a video reviewing a product of theirs, or mention them in a blog post, etc. Here’s what it looks like:

  1. Scalemail (aka “Mailmerge”) – this is a slick and easy way to send dozens to hundreds of emails to people which look like individualized, personalized emails (not like an email newsletter). It’s a huge timesaver.

  1. Buckets – this feature allows you to put contacts into buckets. For example, I used it for the 200+ people who attended our Rise25 VIP reception in San Diego recently, and I used another bucket for people who are members of our Rise25 training programs, or another bucket for people who attended a particular Rise25 retreat.

That’s it for now – if you have any other specific questions about how to use Contactually, feel free to leave them in the comments below.

 

How to Personalize Mass Email (Without Sounding Spammy)

Ugh… the brutal “bcc.”

Don’t you hate it when someone sends an email to you and a zillion other people using “bcc?”

It feels so impersonal and lazy.

Kind of like wearing sweatpants to a nightclub.

Or getting everyone in your family the same present at Christmas.

And it certainly doesn’t make you want to take action, right?

I don’t know about you, but I feel like “well, if he couldn’t even be bothered to send me a personal email, why should I do what they are asking me to do?”

But here’s the rub…  it’s also not easy to send individualized, personalized emails to dozens or hundreds of people all at once.

In fact, it’s a pain in the butt.

Which leads me to today’s question, which is “How can I quickly and easily send emails to dozens or hundreds of people without them feeling like I’m spamming them?

Well, I will show you.

But first: why does this matter?

In business, the personal touch makes a big difference.

When you send someone a message that says “I don’t care enough about you to personalize my email message to you,” then you’re likely to get a similar response.

That is… you may get no response at all.

No bueno.

So… here’s a quick video showing you how you can send dozens or hundreds of individualized, personalized emails without having to spend all day crafting individual emails, using a tool called “Scalemail” in Contactually.

By the way, you can see my full review of Contactually here (and do a free 30 day trial so you can try out the Scalemail feature).

Now go send some personal emails.

And whatever you do, please don’t wear sweatpants to a club. That’s just wrong.

Invite to Apply for Napa/Sonoma Entrepreneur’s Retreat

Entrepreneur Retreat Napa title image

Want to hear something crazy?

Just 16 days from now, I’m co-hosting a live retreat at the Fairmont Sonoma in the heart of wine country.  

For 2 ½ days, a small closed door roundtable of 14 entrepreneurs will meet to share what’s working and to push through challenges.

If you’re ready to create breakthroughs in your business, the clock is ticking because the last retreat filled up, and this one will too.  

Now, we’re going to be doing something unheard of…

We’re going to have FOUR 8-figure entrepreneurs join us.

And they’re not just coming to party and then take off.

They’re going to be sitting right next to you, rolling up their sleeves and providing specific advice and feedback on YOUR trials, opportunities and challenges with YOUR business.

That’s not even the crazy part. (Wait for it…) 

We still have openings for the event, and were talking about how we could make this a “slam dunk” … and take out all the risk for you.

So we stayed up two nights straight drinking Monster Energy drinks and brainstormed the craziest “risk free” guarantee.

What we dreamed up is unprecedented in the “live event” space …

[Read more…]

How to Create Automated, Double-Blind Introductions

How to create automated

There are two kinds of people in this world…

The well-connected and the well… not-so-well-connected.

And before you bemoan your lot in life and complain about how everyone else seems to have high-level connections to A-listers in your industry (and you don’t), let me let you in on a little secret.

No one is born with a good network.

Unless your first name is Barron and your last name is Trump…OK, then you are born with a good network.

(And yes, Donald Trump really did name one of his kids “Barron.”)

But for the most part, no one comes out of the womb with a gold-plated Rolodex.

You need to create your network – and you can.

I’ve done this multiple times in my career – from Washington D.C. to Hollywood to Silicon Valley to building my reputation as a thought leader online.

Each time… I knew no one. I built relationships one at a time.

I know it is possible, and I know you can do it too.

[Read more…]

How to Create a $50K Retreat

Nail Art

Have you ever dreamed about throwing your own live event?

Do you like the idea of getting paid by people to attend an event that you organize (and maybe get paid to travel too)?

If so, listen up.

Just 18 months ago, the idea of having people pay me to attend an event I organized would have been crazy.

I had as much chance of filling my own retreat as I did getting chosen in the first round of the NFL draft.

Flash forward 18 months and I recently got back from Austin, Texas where I organized — along with my amazing co-founder Jeremy Weisz — a sold out (actually oversold) 2 ½ day retreat for entrepreneurs that brought in about $50K.

entrepreneur retreat

I’m still on a high from the event. We had people fly in from all over the U.S., two from Canada, and one attendee flew over all the way from China.

And best of all, we got incredible feedback from the attendees.

John Lombard, who came all the way over from China, said it was well worth the 50+ hours of travel (longer than the event itself).

Two attendees even said the event was better than their weddings.

(I won’t say which two; and I hope they didn’t tell their spouses when they got back home.)

adrienne

But it wasn’t all smooth sailing. In fact, at multiple points in the journey, I was ready to give up entirely.

So why did I go to all the trouble? Because I truly believe in a larger vision of bringing together other like-minded entrepreneurs who believe when they give, they are going to get.

And being the person who brings together other people face to face is one of the best ways to build relationships, grow your business and increase your revenues.

I want to show you that it is very possible to throw your own live events, and exactly how you can do it.

In this post, I want to share some of behind the scenes work that went into creating my first sold out two-day retreat and share specific tips for what you should do (and not do) if you like the idea of throwing your own retreat, event or mini-conference.

What Worked Well and What Didn’t Work Well

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5 Strategies for Maximizing Every Conference You Go To

Do you make the most of every conference you go to?

Or, are you basically throwing money out the window every time you go to a conference?

Think about it for a second.

You probably spend THOUSANDS of dollars any time you go off to a conference.

You have to pay for a flight, hotel, meals, Uber, those fancy new shoes, maybe a mani-pedi before you leave (you know who you are)…  and you have to take time away from family, friends, and other interests.

All so you can hang out with strangers.

So you probably want to maximize your investment, right?

Of course you do.

But you’re probably doing it wrong.

In fact, some people do conferences so wrong, they might as well put their money in a pile, douse it with kerosene, light a match and burn it.

Poof. Bye-bye, money!

So let’s try to put a stop to that, ‘mkay?

In this post, I want to share 5 strategies for maximizing the conferences you do attend to grow your network, connections, build business alliances, and create further opportunities for yourself and your business.

But first: what are the typical ways people screw up the conferences they attend?

[Read more…]