تقدم الحملة لـ Client-111b VIP
⌘ K
Vault

Client-111b VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-111b 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-111b VIP. Ask: 'How are things going?'
Client-111b VIP يونيو 02
1 شهر، …
Make Q1 check-in call with Client-111b VIP. Ask: 'How are things going?'
Client-111b VIP يونيو 02
1 شهر، …
Make Q2 check-in call with Client-111b VIP.
Client-111b VIP أغسطس 31
4 أشهر، …
Make Q2 check-in call with Client-111b VIP.
Client-111b VIP أغسطس 31
4 أشهر، …
Make Q3 check-in call with Client-111b VIP.
Client-111b VIP نوفمبر 29
7 أشهر، …
Make Q3 check-in call with Client-111b VIP.
Client-111b VIP نوفمبر 29
7 أشهر، …
Make Q4 check-in call with Client-111b VIP. 'Just calling to say hi and see if you need anything!'
Client-111b VIP مارس 04
10 أشهر، …
Make Q4 check-in call with Client-111b VIP. 'Just calling to say hi and see if you need anything!'
Client-111b VIP مارس 04
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP إبريل 03
11 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP إبريل 03
11 أشهر، …
Send Monthly Newsletter/Market Update #2 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP مايو 03
1 سنة
Send Monthly Newsletter/Market Update #2 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP مايو 03
1 سنة
Send Monthly Newsletter/Market Update #3 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP يونيو 02
1 سنة، …
Send Monthly Newsletter/Market Update #3 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP يونيو 02
1 سنة، …
Send Monthly Newsletter/Market Update #4 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP يوليو 02
1 سنة، …
Send Monthly Newsletter/Market Update #4 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP يوليو 02
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP أغسطس 01
1 سنة، …
Send Monthly Newsletter/Market Update #5 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP أغسطس 01
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP أغسطس 31
1 سنة، …
Send Monthly Newsletter/Market Update #6 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP أغسطس 31
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP سبتمبر 30
1 سنة، …
Send Monthly Newsletter/Market Update #7 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP سبتمبر 30
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP أكتوبر 30
1 سنة، …
Send Monthly Newsletter/Market Update #8 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP أكتوبر 30
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP نوفمبر 29
1 سنة، …
Send Monthly Newsletter/Market Update #9 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP نوفمبر 29
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP ديسمبر 29
1 سنة، …
Send Monthly Newsletter/Market Update #10 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP ديسمبر 29
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP يناير 28
1 سنة، …
Send Monthly Newsletter/Market Update #11 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP يناير 28
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-111b VIP.
Client-111b VIP فبراير 27
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-111b VIP.
Client-111b VIP فبراير 27
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-111b VIP.
Client-111b VIP مارس 28
1 سنة، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-111b VIP.
Client-111b VIP مارس 28
1 سنة، …
Send Monthly Newsletter/Market Update #12 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP إبريل 27
2 سنتين
Send Monthly Newsletter/Market Update #12 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP إبريل 27
2 سنتين
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-111b VIP.
Client-111b VIP مايو 27
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-111b VIP.
Client-111b VIP مايو 27
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-111b VIP.
Client-111b VIP يونيو 26
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-111b VIP.
Client-111b VIP يونيو 26
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-111b VIP.
Client-111b VIP يوليو 26
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-111b VIP.
Client-111b VIP يوليو 26
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-111b VIP.
Client-111b VIP أغسطس 25
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-111b VIP.
Client-111b VIP أغسطس 25
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-111b VIP.
Client-111b VIP سبتمبر 24
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-111b VIP.
Client-111b VIP سبتمبر 24
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-111b VIP.
Client-111b VIP أكتوبر 24
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-111b VIP.
Client-111b VIP أكتوبر 24
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-111b VIP.
Client-111b VIP نوفمبر 23
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-111b VIP.
Client-111b VIP نوفمبر 23
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-111b VIP.
Client-111b VIP ديسمبر 23
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-111b VIP.
Client-111b VIP ديسمبر 23
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-111b VIP.
Client-111b VIP يناير 22
2 سنتين، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-111b VIP.
Client-111b VIP يناير 22
2 سنتين، …
Send invite for Mid-Year Client Appreciation Event to Client-111b VIP.
Client-111b VIP يوليو 21
3 سنوات، …
Send invite for Mid-Year Client Appreciation Event to Client-111b VIP.
Client-111b VIP يوليو 21
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-111b VIP.
Client-111b VIP أغسطس 20
3 سنوات، …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-111b VIP.
Client-111b VIP أغسطس 20
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-111b VIP.
Client-111b VIP فبراير 21
3 سنوات، …
Send invite for Holiday Client Appreciation Event to Client-111b VIP.
Client-111b VIP فبراير 21
3 سنوات، …
ANNUAL: Send Birthday Card to Client-111b VIP (check CRM for exact date: N/A).
Client-111b VIP مارس 23
3 سنوات، …
ANNUAL: Send Birthday Card to Client-111b VIP (check CRM for exact date: N/A).
Client-111b VIP مارس 23
3 سنوات، …
ANNUAL: Make Home Anniversary Call to Client-111b VIP for General Inquiry (check CRM for exact date: N/A).
Client-111b VIP إبريل 22
4 سنوات
ANNUAL: Make Home Anniversary Call to Client-111b VIP for General Inquiry (check CRM for exact date: N/A).
Client-111b VIP إبريل 22
4 سنوات
Engage with Client-111b on social media (like, comment on recent post).
Client-111b VIP يونيو 21
4 سنوات، …
Engage with Client-111b on social media (like, comment on recent post).
Client-111b VIP يونيو 21
4 سنوات، …
Consider a pop-by to Client-111b VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-111b VIP أغسطس 20
4 سنوات، …
Consider a pop-by to Client-111b VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-111b VIP أغسطس 20
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-111b VIP أكتوبر 19
4 سنوات، …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-111b VIP أكتوبر 19
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-111b VIP ديسمبر 18
4 سنوات، …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-111b VIP ديسمبر 18
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-111b VIP. Ask: 'How are things going?'
Client-111b VIP يونيو 02
1 شهر، …
Make Q1 check-in call with Client-111b VIP. Ask: 'How are things going?'
Client-111b VIP يونيو 02
1 شهر، …
Make Q2 check-in call with Client-111b VIP.
Client-111b VIP أغسطس 31
4 أشهر، …
Make Q2 check-in call with Client-111b VIP.
Client-111b VIP أغسطس 31
4 أشهر، …
Make Q3 check-in call with Client-111b VIP.
Client-111b VIP نوفمبر 29
7 أشهر، …
Make Q3 check-in call with Client-111b VIP.
Client-111b VIP نوفمبر 29
7 أشهر، …
Make Q4 check-in call with Client-111b VIP. 'Just calling to say hi and see if you need anything!'
Client-111b VIP مارس 04
10 أشهر، …
Make Q4 check-in call with Client-111b VIP. 'Just calling to say hi and see if you need anything!'
Client-111b VIP مارس 04
10 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP إبريل 03
11 أشهر، …
Send Monthly Newsletter/Market Update #1 to Client-111b VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-111b VIP إبريل 03
11 أشهر، …