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Share Content With Your Team Using Team Libraries

Content Libraries unlock high quality content and systems.

A few weeks ago, we launched Content Libraries. They let you instantly access and activate pre-made content and systems throughout Contactually

We know that teams have their own ways of communicating, managing deal flow, and collaborating. For that reason, we’re excited to announce that teams can now curate and share their own high quality content using Team Libraries.


Content Libraries made getting started with Contactually easier. We curated Buckets, Email Templates, Programs, and Pipelines then made adding them to your account as simple as clicking a button. The first version of the library answered the important question of “How should I setup my account?” Now, your team can share unique content and specific strategies with the newly added team functionality. 

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3 Ways on How to Approach Your Network Strategically

The year is 2015 and our personal networks have never been bigger. The advent of web-based networks such as LinkedIn and Facebook have essential exploded the number of people that we associate with. This is not a bad thing – it is an incredible opportunity that allows us to draw connections with other individuals for many purposes other than business.

However, this opportunity is also accompanied by brand new challenges. Namely, how does one approach such a large digital network in a strategic manner? All too often I speak with my clients, many of which own between 2,000-3,000 contacts on average, on how overwhelming it is working with such a large number. Thankfully, I have worked with enough people in this situation and implemented some practices into my own network that allows me to provide some modestly helpful advice.

Here are the 3 Ways on How to Approach Your Network Strategically

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5 Ways Consultants Can Get Referrals

Think about your last big purchase. How much did you research it before you bought it? You spend time reading reviews and asking your friends for their opinions. You would rather buy a product you were confident with than an impulse buy especially with a big purchase.

Much like buying a new home, car, or new tech gadget, people are more likely to want to use a consultant who they know rather than a stranger. Referrals allow consultants to be less of a stranger and give the prospect a higher comfort level before making a decision. So how can consultants get referrals?

For consultants, referrals make up a large portion of clients. Around 90% of consulting firms will tell you their most successful client base comes from referrals. Despite the high levels of success that comes with referrals, many consultants are afraid they will come off as too much like an obnoxious used car salesman.


If you haven’t already started looking into referrals, you might be wondering why you should go out of your way to get them. Referrals are effective for sales and cost. They are the most effective method to gain new clients because you don’t have to put as much effort into the sale. Referrals give you a cheap way to target new customers because you can spend less money on marketing them.

To gain more clients, check out these tips to get referrals:

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10 Networking Tips for Realtors

Networking events can be daunting regardless of what industry you work in. Everyone has their own tricks and tips for attending networking events, and some are consistent while others are contradictory. No matter what events you attend, remember you are there to make connections.

Although there is no trick to find the other Realtors to connect with, you can expand your network by staying out of your phone and engaging with fellow attendees. Preparing for the event allows you to be ready to jump in and engage with people outside of your usual group. New contacts can help expand your horizons with new information on how to handle clients, listings, and tactics for success.

Here are the 10 Networking Tips for Realtors:

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See you at KW Mega Camp 2015!

It seems like summer is just starting to really heat up, especially in the next upcoming weeks. As for next week….

We’re so excited because we’re gearing up to go to KW’s Mega Camp in Austin! This conference looks awesome and the energy will be high. We’re escatic about the potential in meeting top-producing Realtors, expanding our network, and connecting with phenomenal keynote speakers.

We’ll be there all week from August 17th-21st at a booth in Convention Center. Feel free to come stop by we’ll love to meet you and see familiar faces. Give us a shout on Twitter and we’ll be following along with the hashtag #kwmc.

Here’s a breakdown of the details:

KW Mega Camp
Monday August 17th – Friday the 21st
Where: Austin, TX, Austin Convention Center | 500 E Cesar Chavez St, Austin, TX 78701
What times Contactually will be around: 

  • Monday August 17, 2015 8:00 AM – 5:30 PM
  • Tuesday August 18, 2015 8:00 AM – 2:30 PM
  • Wednesday August 19, 2015 8:00 AM – 6:00 PM
  • Thursday August 20, 2015 7:30 AM – 5:30 PM
  • Friday August 21, 2015 7:30 AM – 1:30 PM

Hope to see you there!

The 3 Secrets of Top Performing Realtors

Have you encountered someone in your industry and been amazed at how good they are at their jobs? They always know the right people, they get the best referrals, and are mentioned in many industry news pieces.

In this case, there are over 2 million active real estate licenses and over 86,000 real estate brokerage firms operating in the United States. There are ones who are truly successful, so how do they become the top performers in space? What do they do? What are their secrets?

Take a look below where we’ve uncovered some of the secrets of top performing Realtors.

Here are the 3 Secrets of Top Performing Realtors:

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Five 5-Minute Tips on What to do After You Send a Follow-Up

You have read a ton of posts and articles on following up with leads. You have become a master of the follow-up…

After Follow Up Master

Now what?

Following up with your leads is a huge step towards sales success, but many people don’t know what to do after their initial message.

Getting a response or closing a sale are the best outcomes from a first follow-up email. Frequently, though, your follow-up email will be sent to the trash and deemed unworthy of a response. Properly engaging your leads gets them filtered into your sales cycle and potentially turns leads to a sale. With so many people telling you how to follow-up, you need to learn what to do when your follow-up works and when it fails, and next steps to consider.

5 Tips for What to do After You Send a Follow-Up

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Inside Contactually: Making “Thank You” a Habit

Our first and foremost core value is focus on the user. That’s mainly of course manifested in the product we sell and the always-be-helpful mantra of our customer-facing teams. But we know that we needed this a bit more baked into the DNA of the company than what we produce.

First Attempts

We’ve iterated with a whole lot of things. We’ve shown up to a user’s office with balloons and a big fake check. We’ve mailed out hundreds of sunglasses and stickers. We’ve sent mariachi bands, cupcakes, and who knows what else to offices. From time to time someone would walk around recording a short video for someone. We had a “Surprise and Delight” team that met to figure out what to do, with the budget to do it.

However, why didn’t that work? Well, it’s not like any of those efforts failed, but what we failed to do is to do it consistently.

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