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2x growth and peace of mind: how a top LA team wins with Contactually

December 12, 2018

Before Contactually, The Jody Clegg Team was managing their leads and clients in so many systems that no one ever really knew what was going on. Life was hectic and everyone was spending way too much time on administrative work. 

Since implementing Contactually, the team finally has structure and process, allowing them to scale, grow their business, and have peace of mind knowing that nothing is slipping through the cracks and everyone is on the same page.

On this webinar, we talked with Travis Stauffer, the Operations Manager for the Jody Clegg Team, about how he implemented Contactually and the best practices their team learned along the way.

Don't have time to watch it all?  Here's what we offer in this webinar:

  • Introductions - 1m08s
  • Background on Travis' Team - 2m26s
  • Team Setup - 9m20s
  • Bucket Definitions - 13m58s
  • Handling New Leads - 22m37s
  • Demo - 33m45s
  • Big Takeaways -44m06s
  • Next Steps - 48m31s

Link to presentation:

Link to Travis' best practices for teams: