October 19, 2016

Using Contactually to Nurture Your LinkedIn Connections


LinkedIn is the world's largest online business network. Unfortunately LinkedIn makes it really tough to keep in contact with your connections. Luckily, that's where Contactually can help you by nurturing your potential prospects that you are connected with on LinkedIn through some simple emails and automation.

In this post, I'll walk you through my personal process for nurturing my LinkedIn connections successfully and consistently through Contactually...in just 4 simple steps.

4 Steps to Nurturing Connections from LinkedIn:

Step 1: Download your LinkedIn connections

The first step that you need to do is download your connections' contact information from LinkedIn. To do this you will need to do the following:

    1. Go to the "My Network" tab

    1. Click on "Connections" menu option

    1. Click on the Gear Icon in the upper right hand corner

    1. Select the "Export LinkedIn Connections" option in the upper right hand corner

    1. In the dropdown menu, select the "Microsoft Outlook (.CSV file)

    1. Click Export

    1. Answer the "Security Verification" question

Once you have followed these steps, your LinkedIn Connections will be exported to a CSV file on your computer.

Here is a video to show you how to do this.

Step 2: Sort and Prioritize your LinkedIn Connections

Once you have downloaded your LinkedIn Connections, you will need to go through the spreadsheet and prioritize your Connections. Your LinkedIn Connections spreadsheet will only have 5 columns with data in them. They are:

Column B / First Name

Column D / Last Name

Column F / Email Address

Column AD / Company

Column AF / Job Title

One of the first things that I do, is sort the columns so that they are side by side. Once you do that, you can start to remove the connections from the list that do not fit your potential prospect parameters. What I usually do is keep one column open and put a X beside the contacts that I want to keep on my potential prospect list.

One other thing you may want to do is go back and reference the LinkedIn Connections that you're not sure of so, giving you assurance that you don't end up removing people from the list that should be on it.

Here is a video to show you how to do this

Step 3: Add your LinkedIn Connections to Contactually

Once you have sorted your LinkedIn Connections into a prospect list, you'll need to input the data into your Contactually account.

    1. Go to Contactually

    1. Click on the "Contacts" tab along the top

    1. In the upper right-hand corner click on the "Import" option and select "Import" - A pop up box will come up titled "Import Contacts"

    1. Click on the "Download template" to download the file that will allow you to import your connections to Contactually

    1. On the "contactually-example-import.csv" file, you will need to delete rows 2 and 3

    1. You need to add the columns from your LinkedIn Connections to the Contactually spreadsheet. Here are the matching columns:

LinkedIn Spreadsheet -> Contactually Spreadsheet

First Name / First Name

Last Name / Last Name

Email Address / Email 1

Company / Company

Job Title / Title

You will need to add a "Bucket" name to your Contactually spreadsheet so that these connections will show up in the right Contactually bucket. This is in Column J.

Here is a video to show you how to do this.

Step 4: Create a Follow Up

Once your LinkedIn Connections have been added to Contactually you will need to think about a follow up program to nurture these prospects. Your follow up program can be through one-off emails, email templates or through a program.

One-Off Emails:

If you have set up your buckets with a reminder, then you will be reminded to follow up with people on the selected timeframe. With the one-off email option, you can write an email that is specific for that person.

Email Templates:

Contactually gives you the ability to write emails and save them as email templates. This option will allow you to select an email template and send it to your connections. I like this option as it helps reduce the time that I spend following up with my connections.


One of the best time saving features of Contactually is the ability to create programs. A Contactually program allows you to add your Connections to a predefined series of steps that take place over a specific time frame. To find out more about Contactually Programs, check out the help section.

Here is a video to show you how to do this.

Follow Up Tips:

Here are a few examples of some follow-ups that you can use:

    • Ask people if they need help - Send out an email every quarter to see if your connections need help with anything.

    • Send your connections information they will see as useful - Monthly/Quarterly maintenance tips

    • If you have a network of suppliers then send specials from them to your connections

    • Scheduled webinars or seminars - If you hold webinars or seminars, you can send information to your connections

I have used this process to keep in contact with my LinkedIn connections on a consistent basis with great success. If you use the same process you will start seeing results as the key to nurturing prospects is continually keeping in contact.

Ready for some more from Chris?

Join us on Tuesday October, 25th for a webinar with Chris on walking through these 4 steps in person.