Contactually and Hurdlr allow entrepreneurs to focus more your your business and less on the mechanics, such as finances and contact management.

1. It's Not April 18th Yet! How to Manage
Your Finances as an Entrepreneur or
Freelancer
April 5 2016
+
present

2. Who am I?
Greg Plum
Director, Partner Marketing
Contactually

3. And my co-presenter…
Sajad Ghanizada
Head of Growth
Hurdlr
Headshot
Personal Picture

4. Contactually
• How to better manage your professional relationships
• Generate more business with minimal effort
Hurdlr
• Manage your business financials on autopilot
• Lower your taxes and make more money
What’s on the agenda?

5. • We have a large audience and all attendees will be muted.
• If you have any questions, please use the chat function in
GoToWebinar — we’ll stop and answer questions
throughout the hour.
• We are recording today’s webinar. Check your email in the
next 24 hours for a link to the recording.
Things to keep in mind during
this webinar

6. Let’s get started!

7. The problem with financials
• You have to keep track of everything
• Oftentimes you forget
• Receipts, receipts, receipts
• Lower your taxes = make more money (but that’s easier said than
done)

8. Spreadsheets ≠ Solution

9. Neither are...
Receipt Boxes and Desktop Software

10. The modern entrepreneur
• Relationship Management
• Financials
• Tax preparing

11. Engage a professional
• Freelancers Union
• StevenZelin.com
• Freelancetaxation.com
• CPAForFreelancers.com

12. Use Hurdlr

13. Maximize your earnings
1. Automate / Systemize
Your Business
2. Manage Your
Financials
3. Find New
Opportunities

14. Better Together!

15. What’s the hardest part of
keeping in touch with your
network?

16. Follow Up!
1.Who should you be following up with to grow your
business?
2.What should you say to them?
3.How do you regularly follow up and build a habit?

17. Think in Terms of Hot,
Warm or Cold Leads
Not everybody in your network is the same
Segmentation is key!
Bucket How many? Who are they?
How often should I
follow up?
Hot 5
In need of your service and
ready to buy. Every 3 days
Warm 15
Expressed interest in working
with you or needing your type
of service in the near future. Every 10 days
Cold 75
No immediate need, but
could benefit from your
service at some point down
the road. Every 60 days

18. We all know following up is important,
but nearly all of us drop the ball
• It takes a lot of work and is generally time-
consuming
• The pay-off isn’t always immediate
• People are probably going to slip through the
cracks

19. Prioritize and ”Systematize”

20. Programs help you automate follow-
up…

21. Use our steps…

22. or customize your steps

23. …even automate the process!

24. The Dashboard

25. “Go to” relationship manager

26. So how do the best entrepreneurs use
Hurdlr + Contactually?
• Automatically organize &
prioritize your list of business
prospects
• Automatically initiate a
customizable follow-up
strategy
• Guide your daily actions to
be consistent with contact
goals that you set
Use Contactually to:
• Automatically track all of your
income streams and
expenses
• Get tax estimates based off
of your financials to set
money aside for
quarterly/yearly payments
• Export your data, email it to
yourself or your tax preparer
for quick and easy tax filing
Use Hurdlr to:

27. Try us out for free!
To download the Hurdlr app on your smartphone:
http://hurdlr.com
To get your Contactually free trial account:
https://www.contactually.com/invite/hurdlr

28. +
Thanks!
We’ll follow up in the next
24 hours with the recording