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Client-d1d7 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-d1d7 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
مكتمل
72
قادم
0
تأخر موعد إنجازها
Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP مايو 20
3 أسابيع، …
Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP مايو 20
3 أسابيع، …
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 18
3 أشهر، …
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 18
3 أشهر، …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP نوفمبر 16
6 أشهر، …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP نوفمبر 16
6 أشهر، …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP فبراير 19
9 أشهر، …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP فبراير 19
9 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP مارس 21
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP مارس 21
10 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP إبريل 20
11 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP إبريل 20
11 أشهر، …
Send Monthly Newsletter/Market Update #3 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP مايو 20
1 سنة
Send Monthly Newsletter/Market Update #3 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP مايو 20
1 سنة
Send Monthly Newsletter/Market Update #4 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP يونيو 19
1 سنة، …
Send Monthly Newsletter/Market Update #4 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP يونيو 19
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP يوليو 19
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP يوليو 19
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP أغسطس 18
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP أغسطس 18
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP سبتمبر 17
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP سبتمبر 17
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP أكتوبر 17
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP أكتوبر 17
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP نوفمبر 16
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP نوفمبر 16
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP ديسمبر 16
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP ديسمبر 16
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP يناير 15
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP يناير 15
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-d1d7 VIP.
Client-d1d7 VIP فبراير 14
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-d1d7 VIP.
Client-d1d7 VIP فبراير 14
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-d1d7 VIP.
Client-d1d7 VIP مارس 15
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-d1d7 VIP.
Client-d1d7 VIP مارس 15
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP إبريل 14
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP إبريل 14
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-d1d7 VIP.
Client-d1d7 VIP مايو 14
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-d1d7 VIP.
Client-d1d7 VIP مايو 14
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-d1d7 VIP.
Client-d1d7 VIP يونيو 13
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-d1d7 VIP.
Client-d1d7 VIP يونيو 13
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-d1d7 VIP.
Client-d1d7 VIP يوليو 13
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-d1d7 VIP.
Client-d1d7 VIP يوليو 13
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 12
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 12
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-d1d7 VIP.
Client-d1d7 VIP سبتمبر 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-d1d7 VIP.
Client-d1d7 VIP سبتمبر 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-d1d7 VIP.
Client-d1d7 VIP أكتوبر 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-d1d7 VIP.
Client-d1d7 VIP أكتوبر 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-d1d7 VIP.
Client-d1d7 VIP نوفمبر 10
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-d1d7 VIP.
Client-d1d7 VIP نوفمبر 10
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-d1d7 VIP.
Client-d1d7 VIP ديسمبر 10
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-d1d7 VIP.
Client-d1d7 VIP ديسمبر 10
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-d1d7 VIP.
Client-d1d7 VIP يناير 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-d1d7 VIP.
Client-d1d7 VIP يناير 09
2 سنتين، …
Send invite for Mid-Year Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP يوليو 08
3 سنوات، …
Send invite for Mid-Year Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP يوليو 08
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 07
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 07
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP فبراير 08
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP فبراير 08
3 سنوات، …
ANNUAL: Send Birthday Card to Client-d1d7 VIP (check CRM for exact date: N/A).
Client-d1d7 VIP مارس 10
3 سنوات، …
ANNUAL: Send Birthday Card to Client-d1d7 VIP (check CRM for exact date: N/A).
Client-d1d7 VIP مارس 10
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-d1d7 VIP for General Inquiry (check CRM for exact date: N/A).
Client-d1d7 VIP إبريل 09
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-d1d7 VIP for General Inquiry (check CRM for exact date: N/A).
Client-d1d7 VIP إبريل 09
3 سنوات، …
Engage with Client-d1d7 on social media (like, comment on recent post).
Client-d1d7 VIP يونيو 08
4 سنوات، …
Engage with Client-d1d7 on social media (like, comment on recent post).
Client-d1d7 VIP يونيو 08
4 سنوات، …
Consider a pop-by to Client-d1d7 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-d1d7 VIP أغسطس 07
4 سنوات، …
Consider a pop-by to Client-d1d7 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-d1d7 VIP أغسطس 07
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-d1d7 VIP أكتوبر 06
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-d1d7 VIP أكتوبر 06
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-d1d7 VIP ديسمبر 05
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-d1d7 VIP ديسمبر 05
4 سنوات، …
No Overdue Tasks

Great work! You have no overdue touchpoints for this lead.

No Completed History

No touchpoints have been completed for this campaign yet.

Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP مايو 20
3 أسابيع، …
Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP مايو 20
3 أسابيع، …
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 18
3 أشهر، …
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP أغسطس 18
3 أشهر، …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP نوفمبر 16
6 أشهر، …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP نوفمبر 16
6 أشهر، …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP فبراير 19
9 أشهر، …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP فبراير 19
9 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP مارس 21
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP مارس 21
10 أشهر، …