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Client-f04f VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-f04f 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-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP مايو 16
3 أسابيع، …
Make Q1 check-in call with Client-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP مايو 16
3 أسابيع، …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP أغسطس 14
3 أشهر، …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP أغسطس 14
3 أشهر، …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP نوفمبر 12
6 أشهر، …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP نوفمبر 12
6 أشهر، …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP فبراير 15
9 أشهر، …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP فبراير 15
9 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مارس 17
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مارس 17
10 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP إبريل 16
11 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP إبريل 16
11 أشهر، …
Send Monthly Newsletter/Market Update #3 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مايو 16
1 سنة
Send Monthly Newsletter/Market Update #3 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مايو 16
1 سنة
Send Monthly Newsletter/Market Update #4 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP يونيو 15
1 سنة، …
Send Monthly Newsletter/Market Update #4 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP يونيو 15
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP يوليو 15
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP يوليو 15
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP أغسطس 14
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP أغسطس 14
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP سبتمبر 13
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP سبتمبر 13
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP أكتوبر 13
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP أكتوبر 13
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP نوفمبر 12
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP نوفمبر 12
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP ديسمبر 12
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP ديسمبر 12
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP يناير 11
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP يناير 11
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-f04f VIP.
Client-f04f VIP فبراير 10
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-f04f VIP.
Client-f04f VIP فبراير 10
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مارس 11
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مارس 11
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-f04f VIP.
Client-f04f VIP إبريل 10
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-f04f VIP.
Client-f04f VIP إبريل 10
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-f04f VIP.
Client-f04f VIP مايو 10
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-f04f VIP.
Client-f04f VIP مايو 10
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-f04f VIP.
Client-f04f VIP يونيو 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-f04f VIP.
Client-f04f VIP يونيو 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-f04f VIP.
Client-f04f VIP يوليو 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-f04f VIP.
Client-f04f VIP يوليو 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-f04f VIP.
Client-f04f VIP أغسطس 08
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-f04f VIP.
Client-f04f VIP أغسطس 08
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-f04f VIP.
Client-f04f VIP سبتمبر 07
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-f04f VIP.
Client-f04f VIP سبتمبر 07
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-f04f VIP.
Client-f04f VIP أكتوبر 07
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-f04f VIP.
Client-f04f VIP أكتوبر 07
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-f04f VIP.
Client-f04f VIP نوفمبر 06
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-f04f VIP.
Client-f04f VIP نوفمبر 06
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-f04f VIP.
Client-f04f VIP ديسمبر 06
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-f04f VIP.
Client-f04f VIP ديسمبر 06
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-f04f VIP.
Client-f04f VIP يناير 05
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-f04f VIP.
Client-f04f VIP يناير 05
2 سنتين، …
Send invite for Mid-Year Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP يوليو 04
3 سنوات، …
Send invite for Mid-Year Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP يوليو 04
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-f04f VIP.
Client-f04f VIP أغسطس 03
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-f04f VIP.
Client-f04f VIP أغسطس 03
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP فبراير 04
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP فبراير 04
3 سنوات، …
ANNUAL: Send Birthday Card to Client-f04f VIP (check CRM for exact date: N/A).
Client-f04f VIP مارس 06
3 سنوات، …
ANNUAL: Send Birthday Card to Client-f04f VIP (check CRM for exact date: N/A).
Client-f04f VIP مارس 06
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-f04f VIP for General Inquiry (check CRM for exact date: N/A).
Client-f04f VIP إبريل 05
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-f04f VIP for General Inquiry (check CRM for exact date: N/A).
Client-f04f VIP إبريل 05
3 سنوات، …
Engage with Client-f04f on social media (like, comment on recent post).
Client-f04f VIP يونيو 04
4 سنوات، …
Engage with Client-f04f on social media (like, comment on recent post).
Client-f04f VIP يونيو 04
4 سنوات، …
Consider a pop-by to Client-f04f VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-f04f VIP أغسطس 03
4 سنوات، …
Consider a pop-by to Client-f04f VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-f04f VIP أغسطس 03
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-f04f VIP أكتوبر 02
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-f04f VIP أكتوبر 02
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-f04f VIP ديسمبر 01
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-f04f VIP ديسمبر 01
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-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP مايو 16
3 أسابيع، …
Make Q1 check-in call with Client-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP مايو 16
3 أسابيع، …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP أغسطس 14
3 أشهر، …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP أغسطس 14
3 أشهر، …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP نوفمبر 12
6 أشهر، …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP نوفمبر 12
6 أشهر، …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP فبراير 15
9 أشهر، …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP فبراير 15
9 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مارس 17
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP مارس 17
10 أشهر، …