1. About Les and Build12
Les
O’Hara
is
the
owner
of
both
a
roofing
and
“Contactually
allows
me
to
easily
stay
in
masonry
contrac8ng
business
and
founder
of
BUILD12,
a
contrac8ng
firm
based
in
Rolling
front
of
my
clients
and
prospects.
For
a
Meadows,
IL.
Les
has
been
in
the
remodeling
and
small
business
owner,
it’s
all
about
top
of
restora8on
business
for
nearly
20
years
and
is
mind
awareness
so
clients
will
say
to
fana8cal
about
great
customer
service.
In
addi8on
themselves
‘Oh
yeah,
Les
is
in
the
roofing
to
contrac8ng,
he
also
started
and
manages
Players
U,
a
state-­‐of-­‐the-­‐art
sports
training
facility
for
business’
when
they’re
looking
for
a
Chicago-­‐area
athletes. contractor.
It’s
criCcal
and
Contactually
nails
it.”
Before Contactually
• In
the
past,
Les
largely
managed
his
follow
up
reminders
like
many
other
people:
using
his
calendar.
If
he
needed
to
follow
up
with
a
client
in
a
few
weeks,
he’d
mark
it
on
the
calendar.
PreMy
soon,
his
calendar
was
chock
full
of
reminders
that
became
nearly
impossible
to
manage.
• He’d
tried
Goldmine
CRM
in
the
past
and
liked
many
of
the
features,
but
he
ul8mately
upgraded
his
team
to
Zoho
a
few
years
ago.
However,
he’s
found
he
doesn’t
really
use
Zoho
that
oPen
and
it’s
not
actually
helping
him
to
stay
in
touch
with
his
top
contacts.
• Les
also
manages
about
10
other
people
that
are
responsible
for
current
and
prospec8ve
clients
at
BUILD12.
No
one
else
has
a
real
system
in
place
for
staying
in
touch
with
clients
–
most
people
just
do
follow
ups
from
memory
–
and
compliance
with
entering
contact
info
in
Zoho
has
been
low.
How did Contactually help? “The
two-­‐way
sync
between
Contactually
and
Google
contacts
• APer
syncing
his
contacts
with
Contactually,
Les
is
awesome.
I
make
a
change
in
immediately
fell
in
love
with
the
daily
follow
up
reminders
on
the
dashboard.
He’s
reengaging
Contactually
and
it
shows
up
in
my
poten8al
clients
that
weren’t
top
of
mind
at
all,
iPhone!"
and
in
return
he’s
staying
top
of
mind
with
them.
• Les
has
also
seen
a
marked
improvement
in
how
he
manages
his
pipeline.
Each
8me
he
follows
up
with
a
prospec8ve
client,
he
gets
beMer
feedback
on
the
overall
8meline
and
amount
of
any
upcoming
deals
and
can
beMer
plan
accordingly.
• Each
8me
he
logs
into
Contactually,
he
likes
to
play
the
Bucket
Game
for
a
minute
or
two
to
organize
his
contacts.
It
makes
his
follow
up
reminders
beMer
and
helps
him
think
strategically
about
how
oPen
he
should
be
engaging
each
of
his
contacts.
• Allows
him
to
fully
customize
his
follow
up
reminders
and
stay
in
touch
with
everyone
in
his
network
that
maMers.
See more Case Studies at http://contactually.com/stories