Katharina Cavano, Author at The Contactually Blog | For Relationship-Based Businesses
Creating a Custom Email Experience with Mail Merge

Creating a Custom Email Experience with Mail Merge

Do you send emails en masse to your network of contacts? It’s okay, you can tell us….we’ve all been there! And under the right circumstances, a mass email can often be effective in reaching your network and sharing news or updates as you maintain some of those crucial relationships. If you used a program like MailChimp, Constant Contact, or even Contactually’s own ScaleMail, chances are you’ve utilized mail merge…even if you didn’t realize it. Basically, mail merge should be (if it isn’t already) your best friend in your email outreach as you look to personalize your emails at a large scale, and keep your messages relevant to each individual you’re sending them to. While it might require a little work on the front end of getting your contacts organized with different tags and creating a system that’s consistent across your whole contact database, it’ll pay off big time when you start sending better emails no matter what software or email system you’re using. Integrate mail merge into your strategy today: What is mail merge? We’re glad you asked! Mail merge was originally created as a way of utilizing spread sheets to import information into your email or even snail mail processes. It gave you a chance to import personalized information like names and addresses for large scale mailings. As technology has improved and changed, the idea of mail merge as also changed but the gist is the same. Think about it as a tagging system for everyone in your contact database. Do you keep notes on your contacts or people in your network? This is where you put them...
Understanding Who’s in Your Sphere of Influence

Understanding Who’s in Your Sphere of Influence

Did you see the title and scratch your head wondering what the heck a sphere of influence is…and if you have one? That’s okay, you’re certainly not alone and yes you definitely have one, even if you don’t realize it! If we’re going by the definition below (that’s the second bulleted one) then you can think of your sphere of influence as the folks in your network with whom your opinion holds some weight. This can be anyone from your peers, friends, co-workers and beyond, and once you identify this layer of your network, you can begin to improve your communication with them and engage in a more meaningful way with them. Don’t think you’ve got a sphere or not sure why you should prioritize them? Think again, they might be hiding right in plain sight in your network and you’ll want to keep them top of mind because these are the people who are your biggest supporters, advocates and can often provide a boost to your business. We’ll help you to run through your network and better identify the very important SOI so you can best nurture them. Who’s in my sphere of influence? Know thy network Where do you start? We suggest going ahead and taking stock of your network on social media. No mean feat, we know, but a little work upfront will be worth it when you’ve identified those key folks in your network. So go ahead, get on social media and start scrolling through your friends, followers, and connections. If your first inclination is to check on LinkedIn, you may want to think again. Assess...
4 Steps to Sending a Painless Follow Up Email

4 Steps to Sending a Painless Follow Up Email

You sent an important email out a day ago, it may have been to a hiring manager about the job you’ve applied for, or maybe it’s to a client that’s waffling on signing the deal you sent over to them. No matter what the circumstances, waiting for a response can often be torture and most of the time can slow down your day or decisions you need to make. This is where the follow up email comes into play. I know, they’re hard to write, they’re hard to send and they’re often easy to forget in the middle of a busy day. But when you finally remember that you needed a response, it may be too late and you’ll end up wishing you had sent that follow-up email after all. Instead of dragging your feet on sending out that quick email, we’ve got a few tips to help make the process a little less painful and instead help you build the follow-up strategy right into your day-to-day tasks without even thinking (or stressing) about it! 4 Tips to writing a painless follow up email: Timing is everything Knowing when to send your email out is key here and it could be a huge blocker when it comes to actually doing the deed. So, how long should you wait to send your follow-up email after not getting a response? We recommend trying a tool like Boomerang first as the best way to track who’s responded and who might have fallen through the cracks. It allows you to schedule an email to be sent out or remind you if you never heard back from the contact...
[User Interview] Creating Long-Term Connections with Real Estate Clients

[User Interview] Creating Long-Term Connections with Real Estate Clients

In our latest customer spotlight, we chatted with Lee Goldstein, a local DC real estate agent, and avid Contactually user. Lee is currently a managing partner and associate broker at RLAH Real Estate. Lee has over 18 years of experience in the real estate industry and has been ranked consistently in the top 5% of real estate agents nationally. Lee builds his real estate business around being a local, neighborhood based, and customer service oriented agent.  Market expertise, the highest level of integrity, and unparalleled customer relationships have led him to become one of the most respected agents in the Washington, D.C. region. Prior to becoming a Partner at Real Living At Home, Lee founded and managed his own successful brokerage firm, Northgate Realty. Lee is also extremely active in the real estate community. He earned the GRI (Graduate of the Realtor Institute) designation in 2004, an accolade reserved for those agents most dedicated to the real estate industry. He has also served on numerous committees at the Greater Capital Area Association of Realtors, including his appointment as Chairman of the Professional Standards Committee in 2016. Read on for our latest Contactually user interview: Contactually: What are you looking to achieve with Contactually? Lee Goldstein: My goal is to create better follow up with leads and better long term communication with my referral sources. C: Do you have any Contactually success stories? LG: I was at the car wash a few days ago and a guy said that he liked my new Jeep Grand Cherokee.  He apparently used to sell them and was giving me the inside scoop.  I mentioned...
Contactually Announcement: A New Partnership with First.io

Contactually Announcement: A New Partnership with First.io

We’re very excited to announce the launch of our partnership with First.io, a great step forward for Contactually as a whole in intelligence and real estate agent productivity. This partnership will generate a new Contactually product, powered by First, that will give real estate agents unseen, proactive knowledge about their network and will automatically provide recommendations to users when a contact is likely to list their home in the next six months. A brand new way to use Contactually The new partnership with First – a platform that uses Artificial Intelligence to pinpoint when homeowners are most likely to move – will help real estate agents better respond to and manage clients needs. “Our platform allows users to stay top-of-mind with their entire networks, resulting in more leads and referrals,” says Contactually co-Founder and CEO Zvi Band. “Agents want to ensure they are always building relationships with the right people, so being able to predict who is more likely to move is something we’ve always wanted to offer. With our powerful yet easy to use platform, users can automatically begin communicating with these contacts as soon as their moving intentions are predicted, keeping them many steps ahead of their competitors.” This is the first of many initiatives involving artificial intelligence and machine learning that will further add value to our customers moving forward in 2017 and beyond. This new product we’re rolling out with First will regularly assess a real estate agent’s contacts in Contactually using a market-leading AI and machine learning platform, and then predict when a client is most likely to move. The business or agent will be automatically...