Campaign Progress for Client-571e VIP
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Client-571e VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-571e VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-571e VIP. Ask: 'How are things going?'
Client-571e VIP May 06
1 week, …
Make Q1 check-in call with Client-571e VIP. Ask: 'How are things going?'
Client-571e VIP May 06
1 week, …
Make Q2 check-in call with Client-571e VIP.
Client-571e VIP Aug 04
3 months, …
Make Q2 check-in call with Client-571e VIP.
Client-571e VIP Aug 04
3 months, …
Make Q3 check-in call with Client-571e VIP.
Client-571e VIP Nov 02
6 months, …
Make Q3 check-in call with Client-571e VIP.
Client-571e VIP Nov 02
6 months, …
Make Q4 check-in call with Client-571e VIP. 'Just calling to say hi and see if you need anything!'
Client-571e VIP Feb 05
9 months, …
Make Q4 check-in call with Client-571e VIP. 'Just calling to say hi and see if you need anything!'
Client-571e VIP Feb 05
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Mar 07
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Mar 07
10 months, …
Send Monthly Newsletter/Market Update #2 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Apr 06
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Apr 06
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP May 06
1 year
Send Monthly Newsletter/Market Update #3 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP May 06
1 year
Send Monthly Newsletter/Market Update #4 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Jun 05
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Jun 05
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Jul 05
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Jul 05
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Aug 04
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Aug 04
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Sep 03
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Sep 03
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Oct 03
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Oct 03
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Nov 02
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Nov 02
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Dec 02
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Dec 02
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Jan 01
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Jan 01
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-571e VIP.
Client-571e VIP Jan 31
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-571e VIP.
Client-571e VIP Jan 31
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-571e VIP.
Client-571e VIP Mar 01
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-571e VIP.
Client-571e VIP Mar 01
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Mar 31
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Mar 31
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-571e VIP.
Client-571e VIP Apr 30
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-571e VIP.
Client-571e VIP Apr 30
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-571e VIP.
Client-571e VIP May 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-571e VIP.
Client-571e VIP May 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-571e VIP.
Client-571e VIP Jun 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-571e VIP.
Client-571e VIP Jun 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-571e VIP.
Client-571e VIP Jul 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-571e VIP.
Client-571e VIP Jul 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-571e VIP.
Client-571e VIP Aug 28
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-571e VIP.
Client-571e VIP Aug 28
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-571e VIP.
Client-571e VIP Sep 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-571e VIP.
Client-571e VIP Sep 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-571e VIP.
Client-571e VIP Oct 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-571e VIP.
Client-571e VIP Oct 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-571e VIP.
Client-571e VIP Nov 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-571e VIP.
Client-571e VIP Nov 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-571e VIP.
Client-571e VIP Dec 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-571e VIP.
Client-571e VIP Dec 26
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-571e VIP.
Client-571e VIP Jun 24
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-571e VIP.
Client-571e VIP Jun 24
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-571e VIP.
Client-571e VIP Jul 24
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-571e VIP.
Client-571e VIP Jul 24
3 years, …
Send invite for Holiday Client Appreciation Event to Client-571e VIP.
Client-571e VIP Jan 25
3 years, …
Send invite for Holiday Client Appreciation Event to Client-571e VIP.
Client-571e VIP Jan 25
3 years, …
ANNUAL: Send Birthday Card to Client-571e VIP (check CRM for exact date: N/A).
Client-571e VIP Feb 24
3 years, …
ANNUAL: Send Birthday Card to Client-571e VIP (check CRM for exact date: N/A).
Client-571e VIP Feb 24
3 years, …
ANNUAL: Make Home Anniversary Call to Client-571e VIP for {{property_address}} (check CRM for exact date: N/A).
Client-571e VIP Mar 26
3 years, …
ANNUAL: Make Home Anniversary Call to Client-571e VIP for {{property_address}} (check CRM for exact date: N/A).
Client-571e VIP Mar 26
3 years, …
Engage with Client-571e on social media (like, comment on recent post).
Client-571e VIP May 25
4 years
Engage with Client-571e on social media (like, comment on recent post).
Client-571e VIP May 25
4 years
Consider a pop-by to Client-571e VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-571e VIP Jul 24
4 years, …
Consider a pop-by to Client-571e VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-571e VIP Jul 24
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-571e VIP Sep 22
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-571e VIP Sep 22
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-571e VIP Nov 21
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-571e VIP Nov 21
4 years, …
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-571e VIP. Ask: 'How are things going?'
Client-571e VIP May 06
1 week, …
Make Q1 check-in call with Client-571e VIP. Ask: 'How are things going?'
Client-571e VIP May 06
1 week, …
Make Q2 check-in call with Client-571e VIP.
Client-571e VIP Aug 04
3 months, …
Make Q2 check-in call with Client-571e VIP.
Client-571e VIP Aug 04
3 months, …
Make Q3 check-in call with Client-571e VIP.
Client-571e VIP Nov 02
6 months, …
Make Q3 check-in call with Client-571e VIP.
Client-571e VIP Nov 02
6 months, …
Make Q4 check-in call with Client-571e VIP. 'Just calling to say hi and see if you need anything!'
Client-571e VIP Feb 05
9 months, …
Make Q4 check-in call with Client-571e VIP. 'Just calling to say hi and see if you need anything!'
Client-571e VIP Feb 05
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Mar 07
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-571e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-571e VIP Mar 07
10 months, …