تفاصيل العميل المحتمل: Ben Carlos
B
Ben Carlos
شراء
تاريخ الإنشاء 1 شهر مضت
الحالة
الوكيل المكلف
معلومات التواصل
المصدر
Simulation Script - linkedin_connect
نقاط العميل المحتمل
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تم تحويله إلى صفقة
Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Ben Carlos)
Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Ben Carlos)
حملة MREA
Active Campaign
Campaign is running
نوع الحملة
33 لمسة - عميل مدى الحياة
بدأت
19 مارس، 2026
Campaign Progress
15%
3
Touchpoints1
Responses85%
الدرجةالعقار ذو الصلة
Coral Gables Chateau - 7BR/8BA Luxury Tax Haven
None
9795000 USD
Interaction Timeline
ملاحظة 📝
3 أسابيع، 6 أيام مضت
Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.
ملاحظة 📝
1 شهر مضت
Lead status changed from 'Appointment Set' to 'Converted to Client (Nurture)'.
ملاحظة 📝
1 شهر مضت
MREA Campaign set to: 33 Touch - Client for Life
ملاحظة 📝
1 شهر مضت
Lead status changed from 'New' to 'Appointment Set'.
ملاحظة 📝
1 شهر مضت
Lead status changed from 'New' to 'Appointment Set'.
ملاحظة 📝
1 شهر مضت
Lead status changed from 'Appointment Set' to 'Appointment Set'.
ملاحظة 📝
1 شهر مضت
Lead status changed from 'Contacted' to 'Appointment Set'.
ملاحظة 📝
1 شهر مضت
Lead status changed from 'New' to 'Contacted'.
Tasks & Follow-ups
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Make Q2 check-in call with Ben Carlos.
17 يونيو، 2026Prince Boitumelo -
Make Q3 check-in call with Ben Carlos.
15 سبتمبر، 2026Prince Boitumelo -
Make Q4 check-in call with Ben Carlos. Remind them: 'We appreciate your business & referrals.'
19 ديسمبر، 2026Prince Boitumelo -
Send Month 1 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
18 يناير، 2027Prince Boitumelo -
Send Month 2 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
17 فبراير، 2027Prince Boitumelo -
Send Month 3 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
19 مارس، 2027Prince Boitumelo -
Send Month 4 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
18 أبريل، 2027Prince Boitumelo -
Send Month 5 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
18 مايو، 2027Prince Boitumelo -
Send Month 6 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
17 يونيو، 2027Prince Boitumelo -
Send Month 7 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
17 يوليو، 2027Prince Boitumelo -
Send Month 8 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
16 أغسطس، 2027Prince Boitumelo -
Send Month 9 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
15 سبتمبر، 2027Prince Boitumelo -
Send Month 10 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
15 أكتوبر، 2027Prince Boitumelo -
Send Month 11 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
14 نوفمبر، 2027Prince Boitumelo -
Send Month 12 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
14 ديسمبر، 2027Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Ben Carlos.
11 يناير، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Ben Carlos.
8 فبراير، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Ben Carlos.
7 مارس، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Ben Carlos.
4 أبريل، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Ben Carlos.
2 مايو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Ben Carlos.
30 مايو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Ben Carlos.
27 يونيو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Ben Carlos.
25 يوليو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Ben Carlos.
22 أغسطس، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Ben Carlos.
19 سبتمبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Ben Carlos.
17 أكتوبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Ben Carlos.
14 نوفمبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Ben Carlos.
12 ديسمبر، 2028Prince Boitumelo -
Send invite for Summer Client Appreciation Event to Ben Carlos.
10 يونيو، 2029Prince Boitumelo -
Send invite for Winter Holiday Event to Ben Carlos.
12 ديسمبر، 2029Prince Boitumelo -
ANNUAL: Send Birthday Card to Ben Carlos (check CRM for exact date: {{client_dob}}).
11 يناير، 2030Prince Boitumelo -
ANNUAL: Make Home Anniversary Call to Ben Carlos for 8010 Ponce De Leon Rd (check CRM for exact date: {{property_close_date}}).
10 فبراير، 2030Prince Boitumelo -
Make Q1 check-in call with Ben Carlos. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
19 مارس، 2026مكتمل 1 شهر مضتPrince Boitumelo -
Consider Community Event Invitation - Ben Carlos
New lead: Ben Carlos. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-fir…
24 مارس، 2026مكتمل 4 أسابيع مضتPrince Boitumelo
Log New Interaction
Quick Tips
- Be specific about the outcome
- Note any objections or concerns
- Set follow-up dates for next contact
- Record any new information learned