تفاصيل العميل المحتمل: Thabo Mbeki
T
Thabo Mbeki
بيع
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: General Inquiry (Thabo Mbeki)
Deal: General Inquiry (Thabo Mbeki)
حملة MREA
Active Campaign
Campaign is running
نوع الحملة
33 لمسة - عميل مدى الحياة
بدأت
25 مارس، 2026
Campaign Progress
15%
3
Touchpoints1
Responses85%
الدرجةالعقار ذو الصلة
لا يوجد عقار محدد مرتبط بهذا العميل المحتمل.
Interaction Timeline
ملاحظة 📝
2 أسبوعين، 5 أيام مضت
Lead status changed from 'Converted to Deal' to 'Converted to Client (Nurture)'.
ملاحظة 📝
2 أسبوعين، 5 أيام مضت
Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.
ملاحظة 📝
3 أسابيع، 6 أيام مضت
Lead status changed from 'Appointment Set' to 'Qualified'.
ملاحظة 📝
3 أسابيع، 6 أيام مضت
MREA Campaign set to: 33 Touch - Client for Life
ملاحظة 📝
4 أسابيع مضت
Lead status changed from 'Needs Analysis' to 'Appointment Set'.
ملاحظة 📝
4 أسابيع، 2 يومين مضت
Lead status changed from 'Contacted' to 'Needs Analysis'.
ملاحظة 📝
1 شهر مضت
Lead status changed from 'New' to 'Contacted'.
Tasks & Follow-ups
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Make Q2 check-in call with Thabo Mbeki.
23 يونيو، 2026Prince Boitumelo -
Make Q3 check-in call with Thabo Mbeki.
21 سبتمبر، 2026Prince Boitumelo -
Make Q4 check-in call with Thabo Mbeki. Remind them: 'We appreciate your business & referrals.'
25 ديسمبر، 2026Prince Boitumelo -
Send Month 1 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
24 يناير، 2027Prince Boitumelo -
Send Month 2 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
23 فبراير، 2027Prince Boitumelo -
Send Month 3 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
25 مارس، 2027Prince Boitumelo -
Send Month 4 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
24 أبريل، 2027Prince Boitumelo -
Send Month 5 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
24 مايو، 2027Prince Boitumelo -
Send Month 6 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
23 يونيو، 2027Prince Boitumelo -
Send Month 7 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
23 يوليو، 2027Prince Boitumelo -
Send Month 8 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
22 أغسطس، 2027Prince Boitumelo -
Send Month 9 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
21 سبتمبر، 2027Prince Boitumelo -
Send Month 10 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
21 أكتوبر، 2027Prince Boitumelo -
Send Month 11 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
20 نوفمبر، 2027Prince Boitumelo -
Send Month 12 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
20 ديسمبر، 2027Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Thabo Mbeki.
17 يناير، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Thabo Mbeki.
14 فبراير، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Thabo Mbeki.
13 مارس، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Thabo Mbeki.
10 أبريل، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Thabo Mbeki.
8 مايو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Thabo Mbeki.
5 يونيو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Thabo Mbeki.
3 يوليو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Thabo Mbeki.
31 يوليو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Thabo Mbeki.
28 أغسطس، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Thabo Mbeki.
25 سبتمبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Thabo Mbeki.
23 أكتوبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Thabo Mbeki.
20 نوفمبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Thabo Mbeki.
18 ديسمبر، 2028Prince Boitumelo -
Send invite for Summer Client Appreciation Event to Thabo Mbeki.
16 يونيو، 2029Prince Boitumelo -
Send invite for Winter Holiday Event to Thabo Mbeki.
18 ديسمبر، 2029Prince Boitumelo -
ANNUAL: Send Birthday Card to Thabo Mbeki (check CRM for exact date: {{client_dob}}).
17 يناير، 2030Prince Boitumelo -
ANNUAL: Make Home Anniversary Call to Thabo Mbeki for General Inquiry (check CRM for exact date: {{property_close_date}}).
16 فبراير، 2030Prince Boitumelo -
Make Q1 check-in call with Thabo Mbeki. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
25 مارس، 2026مكتمل 3 أسابيع، 6 أيام مضتPrince Boitumelo -
Consider Community Event Invitation - Thabo Mbeki
New lead: Thabo Mbeki. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-fi…
27 مارس، 2026مكتمل 3 أسابيع، 5 أيام 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