Campaign Progress for Client-f3c2 VIP
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Client-f3c2 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-f3c2 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-f3c2 VIP. Ask: 'How are things going?'
Client-f3c2 VIP May 06
2 weeks
Make Q1 check-in call with Client-f3c2 VIP. Ask: 'How are things going?'
Client-f3c2 VIP May 06
2 weeks
Make Q2 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Aug 04
3 months, …
Make Q2 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Aug 04
3 months, …
Make Q3 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Nov 02
6 months, …
Make Q3 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Nov 02
6 months, …
Make Q4 check-in call with Client-f3c2 VIP. 'Just calling to say hi and see if you need anything!'
Client-f3c2 VIP Feb 05
9 months, …
Make Q4 check-in call with Client-f3c2 VIP. 'Just calling to say hi and see if you need anything!'
Client-f3c2 VIP Feb 05
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Mar 07
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Mar 07
10 months, …
Send Monthly Newsletter/Market Update #2 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Apr 06
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Apr 06
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP May 06
1 year
Send Monthly Newsletter/Market Update #3 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP May 06
1 year
Send Monthly Newsletter/Market Update #4 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Jun 05
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Jun 05
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Jul 05
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Jul 05
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Aug 04
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Aug 04
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Sep 03
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Sep 03
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Oct 03
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Oct 03
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Nov 02
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Nov 02
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Dec 02
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Dec 02
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Jan 01
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Jan 01
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-f3c2 VIP.
Client-f3c2 VIP Jan 31
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-f3c2 VIP.
Client-f3c2 VIP Jan 31
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-f3c2 VIP.
Client-f3c2 VIP Mar 01
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-f3c2 VIP.
Client-f3c2 VIP Mar 01
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Mar 31
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Mar 31
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-f3c2 VIP.
Client-f3c2 VIP Apr 30
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-f3c2 VIP.
Client-f3c2 VIP Apr 30
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-f3c2 VIP.
Client-f3c2 VIP May 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-f3c2 VIP.
Client-f3c2 VIP May 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-f3c2 VIP.
Client-f3c2 VIP Jun 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-f3c2 VIP.
Client-f3c2 VIP Jun 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-f3c2 VIP.
Client-f3c2 VIP Jul 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-f3c2 VIP.
Client-f3c2 VIP Jul 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-f3c2 VIP.
Client-f3c2 VIP Aug 28
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-f3c2 VIP.
Client-f3c2 VIP Aug 28
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-f3c2 VIP.
Client-f3c2 VIP Sep 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-f3c2 VIP.
Client-f3c2 VIP Sep 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-f3c2 VIP.
Client-f3c2 VIP Oct 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-f3c2 VIP.
Client-f3c2 VIP Oct 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-f3c2 VIP.
Client-f3c2 VIP Nov 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-f3c2 VIP.
Client-f3c2 VIP Nov 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-f3c2 VIP.
Client-f3c2 VIP Dec 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-f3c2 VIP.
Client-f3c2 VIP Dec 26
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-f3c2 VIP.
Client-f3c2 VIP Jun 24
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-f3c2 VIP.
Client-f3c2 VIP Jun 24
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-f3c2 VIP.
Client-f3c2 VIP Jul 24
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-f3c2 VIP.
Client-f3c2 VIP Jul 24
3 years, …
Send invite for Holiday Client Appreciation Event to Client-f3c2 VIP.
Client-f3c2 VIP Jan 25
3 years, …
Send invite for Holiday Client Appreciation Event to Client-f3c2 VIP.
Client-f3c2 VIP Jan 25
3 years, …
ANNUAL: Send Birthday Card to Client-f3c2 VIP (check CRM for exact date: N/A).
Client-f3c2 VIP Feb 24
3 years, …
ANNUAL: Send Birthday Card to Client-f3c2 VIP (check CRM for exact date: N/A).
Client-f3c2 VIP Feb 24
3 years, …
ANNUAL: Make Home Anniversary Call to Client-f3c2 VIP for {{property_address}} (check CRM for exact date: N/A).
Client-f3c2 VIP Mar 26
3 years, …
ANNUAL: Make Home Anniversary Call to Client-f3c2 VIP for {{property_address}} (check CRM for exact date: N/A).
Client-f3c2 VIP Mar 26
3 years, …
Engage with Client-f3c2 on social media (like, comment on recent post).
Client-f3c2 VIP May 25
4 years, …
Engage with Client-f3c2 on social media (like, comment on recent post).
Client-f3c2 VIP May 25
4 years, …
Consider a pop-by to Client-f3c2 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-f3c2 VIP Jul 24
4 years, …
Consider a pop-by to Client-f3c2 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-f3c2 VIP Jul 24
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-f3c2 VIP Sep 22
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-f3c2 VIP Sep 22
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-f3c2 VIP Nov 21
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-f3c2 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-f3c2 VIP. Ask: 'How are things going?'
Client-f3c2 VIP May 06
2 weeks
Make Q1 check-in call with Client-f3c2 VIP. Ask: 'How are things going?'
Client-f3c2 VIP May 06
2 weeks
Make Q2 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Aug 04
3 months, …
Make Q2 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Aug 04
3 months, …
Make Q3 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Nov 02
6 months, …
Make Q3 check-in call with Client-f3c2 VIP.
Client-f3c2 VIP Nov 02
6 months, …
Make Q4 check-in call with Client-f3c2 VIP. 'Just calling to say hi and see if you need anything!'
Client-f3c2 VIP Feb 05
9 months, …
Make Q4 check-in call with Client-f3c2 VIP. 'Just calling to say hi and see if you need anything!'
Client-f3c2 VIP Feb 05
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Mar 07
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-f3c2 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f3c2 VIP Mar 07
10 months, …