تقدم الحملة لـ Client-b07e VIP
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Client-b07e VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-b07e VIP

Campaign Progress for: Ad-Hoc Touchpoints

1% Complete
MREA Guide
1
مكتمل
71
قادم
0
تأخر موعد إنجازها
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP مايو 18
3 أسابيع، …
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP مايو 18
3 أسابيع، …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP أغسطس 16
3 أشهر، …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP أغسطس 16
3 أشهر، …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP نوفمبر 14
6 أشهر، …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP نوفمبر 14
6 أشهر، …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP فبراير 17
9 أشهر، …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP فبراير 17
9 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP مارس 19
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP مارس 19
10 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP إبريل 18
11 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP إبريل 18
11 أشهر، …
Send Monthly Newsletter/Market Update #3 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP مايو 18
1 سنة
Send Monthly Newsletter/Market Update #3 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP مايو 18
1 سنة
Send Monthly Newsletter/Market Update #4 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP يونيو 17
1 سنة، …
Send Monthly Newsletter/Market Update #4 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP يونيو 17
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP يوليو 17
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP يوليو 17
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP أغسطس 16
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP أغسطس 16
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP سبتمبر 15
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP سبتمبر 15
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP أكتوبر 15
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP أكتوبر 15
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP نوفمبر 14
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP ديسمبر 14
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP ديسمبر 14
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP يناير 13
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP يناير 13
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-b07e VIP.
Client-b07e VIP فبراير 12
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-b07e VIP.
Client-b07e VIP فبراير 12
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-b07e VIP.
Client-b07e VIP مارس 13
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-b07e VIP.
Client-b07e VIP مارس 13
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP إبريل 12
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP إبريل 12
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-b07e VIP.
Client-b07e VIP مايو 12
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-b07e VIP.
Client-b07e VIP مايو 12
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-b07e VIP.
Client-b07e VIP يونيو 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-b07e VIP.
Client-b07e VIP يونيو 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-b07e VIP.
Client-b07e VIP يوليو 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-b07e VIP.
Client-b07e VIP يوليو 11
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-b07e VIP.
Client-b07e VIP أغسطس 10
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-b07e VIP.
Client-b07e VIP أغسطس 10
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-b07e VIP.
Client-b07e VIP سبتمبر 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-b07e VIP.
Client-b07e VIP سبتمبر 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-b07e VIP.
Client-b07e VIP أكتوبر 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-b07e VIP.
Client-b07e VIP أكتوبر 09
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-b07e VIP.
Client-b07e VIP نوفمبر 08
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-b07e VIP.
Client-b07e VIP نوفمبر 08
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-b07e VIP.
Client-b07e VIP ديسمبر 08
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-b07e VIP.
Client-b07e VIP ديسمبر 08
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-b07e VIP.
Client-b07e VIP يناير 07
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-b07e VIP.
Client-b07e VIP يناير 07
2 سنتين، …
Send invite for Mid-Year Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP يوليو 06
3 سنوات، …
Send invite for Mid-Year Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP يوليو 06
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-b07e VIP.
Client-b07e VIP أغسطس 05
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-b07e VIP.
Client-b07e VIP أغسطس 05
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP فبراير 06
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP فبراير 06
3 سنوات، …
ANNUAL: Send Birthday Card to Client-b07e VIP (check CRM for exact date: N/A).
Client-b07e VIP مارس 08
3 سنوات، …
ANNUAL: Send Birthday Card to Client-b07e VIP (check CRM for exact date: N/A).
Client-b07e VIP مارس 08
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-b07e VIP for General Inquiry (check CRM for exact date: N/A).
Client-b07e VIP إبريل 07
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-b07e VIP for General Inquiry (check CRM for exact date: N/A).
Client-b07e VIP إبريل 07
3 سنوات، …
Engage with Client-b07e on social media (like, comment on recent post).
Client-b07e VIP يونيو 06
4 سنوات، …
Engage with Client-b07e on social media (like, comment on recent post).
Client-b07e VIP يونيو 06
4 سنوات، …
Consider a pop-by to Client-b07e VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-b07e VIP أغسطس 05
4 سنوات، …
Consider a pop-by to Client-b07e VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-b07e VIP أغسطس 05
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-b07e VIP أكتوبر 04
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-b07e VIP أكتوبر 04
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-b07e VIP ديسمبر 03
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-b07e VIP ديسمبر 03
4 سنوات، …
No Overdue Tasks

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

Send Monthly Newsletter/Market Update #9 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP نوفمبر 14
1 سنة، …
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP مايو 18
3 أسابيع، …
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP مايو 18
3 أسابيع، …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP أغسطس 16
3 أشهر، …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP أغسطس 16
3 أشهر، …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP نوفمبر 14
6 أشهر، …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP نوفمبر 14
6 أشهر، …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP فبراير 17
9 أشهر، …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP فبراير 17
9 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP مارس 19
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP مارس 19
10 أشهر، …