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Client-a33d VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-a33d 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-a33d VIP. Ask: 'How are things going?'
Client-a33d VIP إبريل 28
5 أيام، …
Make Q1 check-in call with Client-a33d VIP. Ask: 'How are things going?'
Client-a33d VIP إبريل 28
5 أيام، …
Make Q2 check-in call with Client-a33d VIP.
Client-a33d VIP يوليو 27
3 أشهر
Make Q2 check-in call with Client-a33d VIP.
Client-a33d VIP يوليو 27
3 أشهر
Make Q3 check-in call with Client-a33d VIP.
Client-a33d VIP أكتوبر 25
6 أشهر
Make Q3 check-in call with Client-a33d VIP.
Client-a33d VIP أكتوبر 25
6 أشهر
Make Q4 check-in call with Client-a33d VIP. 'Just calling to say hi and see if you need anything!'
Client-a33d VIP يناير 28
9 أشهر
Make Q4 check-in call with Client-a33d VIP. 'Just calling to say hi and see if you need anything!'
Client-a33d VIP يناير 28
9 أشهر
Send Monthly Newsletter/Market Update #1 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP فبراير 27
10 أشهر
Send Monthly Newsletter/Market Update #1 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP فبراير 27
10 أشهر
Send Monthly Newsletter/Market Update #2 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP مارس 29
11 أشهر
Send Monthly Newsletter/Market Update #2 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP مارس 29
11 أشهر
Send Monthly Newsletter/Market Update #3 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP إبريل 28
1 سنة
Send Monthly Newsletter/Market Update #3 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP إبريل 28
1 سنة
Send Monthly Newsletter/Market Update #4 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP مايو 28
1 سنة، …
Send Monthly Newsletter/Market Update #4 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP مايو 28
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP يونيو 27
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP يونيو 27
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP يوليو 27
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP يوليو 27
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP أغسطس 26
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP أغسطس 26
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP سبتمبر 25
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP سبتمبر 25
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP أكتوبر 25
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP أكتوبر 25
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP نوفمبر 24
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP نوفمبر 24
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP ديسمبر 24
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP ديسمبر 24
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-a33d VIP.
Client-a33d VIP يناير 23
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-a33d VIP.
Client-a33d VIP يناير 23
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-a33d VIP.
Client-a33d VIP فبراير 22
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-a33d VIP.
Client-a33d VIP فبراير 22
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP مارس 23
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP مارس 23
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-a33d VIP.
Client-a33d VIP إبريل 22
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-a33d VIP.
Client-a33d VIP إبريل 22
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-a33d VIP.
Client-a33d VIP مايو 22
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-a33d VIP.
Client-a33d VIP مايو 22
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-a33d VIP.
Client-a33d VIP يونيو 21
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-a33d VIP.
Client-a33d VIP يونيو 21
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-a33d VIP.
Client-a33d VIP يوليو 21
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-a33d VIP.
Client-a33d VIP يوليو 21
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-a33d VIP.
Client-a33d VIP أغسطس 20
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-a33d VIP.
Client-a33d VIP أغسطس 20
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-a33d VIP.
Client-a33d VIP سبتمبر 19
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-a33d VIP.
Client-a33d VIP سبتمبر 19
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-a33d VIP.
Client-a33d VIP أكتوبر 19
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-a33d VIP.
Client-a33d VIP أكتوبر 19
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-a33d VIP.
Client-a33d VIP نوفمبر 18
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-a33d VIP.
Client-a33d VIP نوفمبر 18
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-a33d VIP.
Client-a33d VIP ديسمبر 18
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-a33d VIP.
Client-a33d VIP ديسمبر 18
2 سنتين، …
Send invite for Mid-Year Client Appreciation Event to Client-a33d VIP.
Client-a33d VIP يونيو 16
3 سنوات، …
Send invite for Mid-Year Client Appreciation Event to Client-a33d VIP.
Client-a33d VIP يونيو 16
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-a33d VIP.
Client-a33d VIP يوليو 16
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-a33d VIP.
Client-a33d VIP يوليو 16
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-a33d VIP.
Client-a33d VIP يناير 17
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-a33d VIP.
Client-a33d VIP يناير 17
3 سنوات، …
ANNUAL: Send Birthday Card to Client-a33d VIP (check CRM for exact date: N/A).
Client-a33d VIP فبراير 16
3 سنوات، …
ANNUAL: Send Birthday Card to Client-a33d VIP (check CRM for exact date: N/A).
Client-a33d VIP فبراير 16
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-a33d VIP for {{property_address}} (check CRM for exact date: N/A).
Client-a33d VIP مارس 18
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-a33d VIP for {{property_address}} (check CRM for exact date: N/A).
Client-a33d VIP مارس 18
3 سنوات، …
Engage with Client-a33d on social media (like, comment on recent post).
Client-a33d VIP مايو 17
4 سنوات
Engage with Client-a33d on social media (like, comment on recent post).
Client-a33d VIP مايو 17
4 سنوات
Consider a pop-by to Client-a33d VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-a33d VIP يوليو 16
4 سنوات، …
Consider a pop-by to Client-a33d VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-a33d VIP يوليو 16
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-a33d VIP سبتمبر 14
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-a33d VIP سبتمبر 14
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-a33d VIP نوفمبر 13
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-a33d VIP نوفمبر 13
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-a33d VIP. Ask: 'How are things going?'
Client-a33d VIP إبريل 28
5 أيام، …
Make Q1 check-in call with Client-a33d VIP. Ask: 'How are things going?'
Client-a33d VIP إبريل 28
5 أيام، …
Make Q2 check-in call with Client-a33d VIP.
Client-a33d VIP يوليو 27
3 أشهر
Make Q2 check-in call with Client-a33d VIP.
Client-a33d VIP يوليو 27
3 أشهر
Make Q3 check-in call with Client-a33d VIP.
Client-a33d VIP أكتوبر 25
6 أشهر
Make Q3 check-in call with Client-a33d VIP.
Client-a33d VIP أكتوبر 25
6 أشهر
Make Q4 check-in call with Client-a33d VIP. 'Just calling to say hi and see if you need anything!'
Client-a33d VIP يناير 28
9 أشهر
Make Q4 check-in call with Client-a33d VIP. 'Just calling to say hi and see if you need anything!'
Client-a33d VIP يناير 28
9 أشهر
Send Monthly Newsletter/Market Update #1 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP فبراير 27
10 أشهر
Send Monthly Newsletter/Market Update #1 to Client-a33d VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-a33d VIP فبراير 27
10 أشهر