The business coach who practices what he preaches

When Jason Economides starts working with a new client, his promise is that his company will find $10-20,000 of additional revenue for that client within 30 days, guaranteed. Typically these additional low-hanging revenue opportunities come from the client’s existing network, missed upsells, or process changes. Ironically, Jason didn’t always employ the same guarantee for his own business so he let Contactually do the heavy lifting for him.

“I’m pretty good at outbound emailing/calling generally, but frankly, before Contactually I relied on flashes of inspiration and serendipitous remembering of who to call.” As someone who is not shy to the telephone, contacting people was never a matter of the conversation, but often a matter of who he needed to contact to make sure he was spending his time wisely and realizing the greatest ROI. After hearing “Oh! I just bought coaching from another company. I wish I had remembered and spoken with you 2 weeks ago!” one too many times, Jason knew it was time to invest in his own follow-up process to ensure ECO Business Academy’s success.

"With Contactually, I can enter clients directly into any number of specific sales processes without spending days and weeks importing and categorizing contacts."

Jason Economides

Turning outreach into revenue

“With Contactually, I can enter clients directly into any number of specific sales processes (with Contactually’s Programs feature) without spending days and weeks importing and categorizing contacts. Contactually makes the entire process both easy and immediate. The platform automatically prompts me to follow up with specific categories of contacts, at specific intervals (e.g. close ones every 3 days, stale clients every month, current clients every week, etc.) depending on what bucket they are in.”

As a direct result of a series of follow ups and contacts prompted by Contactually, ECO Business Academy signed an additional consulting client on for a $50,000 annual contract.

Jason was concerned about the setup and onboarding time to learn Contactually. In reality, he had everything up and running and fully integrated within 2 hours. Much of that time, he said, was spent thinking carefully through his process and building a solid foundation to ensure that he would carry out the follow-ups and that Contactually was truly an integral part of his daily routine. Through attending Contactually’s live office hours with one of the Contactually team members, Jason could hold himself accountable and stay on track during his first month.

As a professional that has worked with many CRMs, Jason knew the potential pitfalls of onboarding a new system. He was pleasantly surprised with Contactually. “Contactually does all of the heavy lifting for you with little manual entry.” When we asked him what he would say to people that were worried Contactually would be too hard to implement, he said, “If someone said, ‘Contactually is too hard,’ I would tell them, ‘find me a system that is easier to use.’”

"The reality is, I wouldn’t actually even have attempted to send a personalized bulk email to 40-50 people or more. The task would be too daunting."

The end of hurried, ad-hoc marketing

Through Contactually, Jason has increased his number of individual connections by 2x and he stays top-of-mind with prospects, past clients, and potential referrers by increasing his number of messages by 3- 4x over a period of 3 – 4 months. He does this by always sending informational and educational content that is well-spaced over time but always following a process and no longer ad hoc.

Now, using Contactually’s Scale Mail tool, Jason regularly sends out template-based emails to 45-50 contacts at a time. Previously, that would have required copying and pasting and ensuring any special data (entered in Contactually through personalized fields) was not left over from the last recipient. Scale Mail allows him to reach 50 connections in a targeted and meaningful way in only 4% of the time it would have taken previously. “But even that statistic isn’t helpful. Because the reality is, I wouldn’t actually even have attempted to send a personalized bulk email to 40-50 people or more. The task would be too daunting.”

As a direct result of a series of follow ups and contacts prompted by Contactually, ECO Business Academy signed an additional consulting client on for a $50,000 annual contract with several other large contracts sitting in the pipeline.

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Programs make business development easy again.

Jason Economides manages a huge number of former, current, and potential clients thanks to Contactually's Programs feature. Learn how you can do the same.

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