تفاصيل العميل المحتمل: Lenepa Rudy
L
Lenepa Rudy
شراء
تاريخ الإنشاء 4 أسابيع، 2 يومين مضت
الحالة
الوكيل المكلف
معلومات التواصل
المصدر
Property View
نقاط العميل المحتمل
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تم تحويله إلى صفقة
Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Lenepa Rudy)
Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Lenepa Rudy)
حملة MREA
Active Campaign
Campaign is running
نوع الحملة
33 لمسة - عميل مدى الحياة
بدأت
1 أبريل، 2026
Campaign Progress
15%
3
Touchpoints1
Responses85%
الدرجةالعقار ذو الصلة
Coral Gables Chateau - 7BR/8BA Luxury Tax Haven
None
9795000 USD
Interaction Timeline
ملاحظة 📝
2 أسبوعين، 5 أيام مضت
MREA Campaign set to: 33 Touch - Client for Life
ملاحظة 📝
3 أسابيع، 6 أيام مضت
Lead status changed from 'Converted to Deal' to 'Converted to Deal'.
ملاحظة 📝
4 أسابيع، 2 يومين مضت
Lead status changed from 'New' to 'Appointment Set'.
Tasks & Follow-ups
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Make Q2 check-in call with Lenepa Rudy.
30 يونيو، 2026Prince Boitumelo -
Make Q3 check-in call with Lenepa Rudy.
28 سبتمبر، 2026Prince Boitumelo -
Make Q4 check-in call with Lenepa Rudy. Remind them: 'We appreciate your business & referrals.'
1 يناير، 2027Prince Boitumelo -
Send Month 1 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
31 يناير، 2027Prince Boitumelo -
Send Month 2 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
2 مارس، 2027Prince Boitumelo -
Send Month 3 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
1 أبريل، 2027Prince Boitumelo -
Send Month 4 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
1 مايو، 2027Prince Boitumelo -
Send Month 5 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
31 مايو، 2027Prince Boitumelo -
Send Month 6 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
30 يونيو، 2027Prince Boitumelo -
Send Month 7 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
30 يوليو، 2027Prince Boitumelo -
Send Month 8 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
29 أغسطس، 2027Prince Boitumelo -
Send Month 9 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
28 سبتمبر، 2027Prince Boitumelo -
Send Month 10 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
28 أكتوبر، 2027Prince Boitumelo -
Send Month 11 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
27 نوفمبر، 2027Prince Boitumelo -
Send Month 12 Market Update/Newsletter to Lenepa Rudy ([email protected]). Subject: Your Monthly Real Estate Update.
27 ديسمبر، 2027Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Lenepa Rudy.
24 يناير، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Lenepa Rudy.
21 فبراير، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Lenepa Rudy.
20 مارس، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Lenepa Rudy.
17 أبريل، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Lenepa Rudy.
15 مايو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Lenepa Rudy.
12 يونيو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Lenepa Rudy.
10 يوليو، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Lenepa Rudy.
7 أغسطس، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Lenepa Rudy.
4 سبتمبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Lenepa Rudy.
2 أكتوبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Lenepa Rudy.
30 أكتوبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Lenepa Rudy.
27 نوفمبر، 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Lenepa Rudy.
25 ديسمبر، 2028Prince Boitumelo -
Send invite for Summer Client Appreciation Event to Lenepa Rudy.
23 يونيو، 2029Prince Boitumelo -
Send invite for Winter Holiday Event to Lenepa Rudy.
25 ديسمبر، 2029Prince Boitumelo -
ANNUAL: Send Birthday Card to Lenepa Rudy (check CRM for exact date: N/A).
24 يناير، 2030Prince Boitumelo -
ANNUAL: Make Home Anniversary Call to Lenepa Rudy for 8010 Ponce De Leon Rd (check CRM for exact date: N/A).
23 فبراير، 2030Prince Boitumelo -
Consider Community Event Invitation - Lenepa Rudy
New lead: Lenepa Rudy. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-fi…
28 مارس، 2026مكتمل 3 أسابيع، 4 أيام مضتPrince Boitumelo -
Make Q1 check-in call with Lenepa Rudy. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
1 أبريل، 2026مكتمل 2 أسبوعين، 4 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