Campaign Progress for Client-d1d7 VIP
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Client-d1d7 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-d1d7 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP May 20
4 weeks
Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP May 20
4 weeks
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Aug 18
3 months, …
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Aug 18
3 months, …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Nov 16
6 months, …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Nov 16
6 months, …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP Feb 19
9 months, …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP Feb 19
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Mar 21
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Mar 21
10 months, …
Send Monthly Newsletter/Market Update #2 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Apr 20
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Apr 20
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP May 20
1 year
Send Monthly Newsletter/Market Update #3 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP May 20
1 year
Send Monthly Newsletter/Market Update #4 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Jun 19
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Jun 19
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Jul 19
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Jul 19
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Aug 18
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Aug 18
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Sep 17
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Sep 17
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Oct 17
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Oct 17
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Nov 16
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Nov 16
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Dec 16
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Dec 16
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Jan 15
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Jan 15
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-d1d7 VIP.
Client-d1d7 VIP Feb 14
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-d1d7 VIP.
Client-d1d7 VIP Feb 14
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-d1d7 VIP.
Client-d1d7 VIP Mar 15
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-d1d7 VIP.
Client-d1d7 VIP Mar 15
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Apr 14
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Apr 14
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-d1d7 VIP.
Client-d1d7 VIP May 14
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-d1d7 VIP.
Client-d1d7 VIP May 14
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-d1d7 VIP.
Client-d1d7 VIP Jun 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-d1d7 VIP.
Client-d1d7 VIP Jun 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-d1d7 VIP.
Client-d1d7 VIP Jul 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-d1d7 VIP.
Client-d1d7 VIP Jul 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-d1d7 VIP.
Client-d1d7 VIP Aug 12
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-d1d7 VIP.
Client-d1d7 VIP Aug 12
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-d1d7 VIP.
Client-d1d7 VIP Sep 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-d1d7 VIP.
Client-d1d7 VIP Sep 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-d1d7 VIP.
Client-d1d7 VIP Oct 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-d1d7 VIP.
Client-d1d7 VIP Oct 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-d1d7 VIP.
Client-d1d7 VIP Nov 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-d1d7 VIP.
Client-d1d7 VIP Nov 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-d1d7 VIP.
Client-d1d7 VIP Dec 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-d1d7 VIP.
Client-d1d7 VIP Dec 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-d1d7 VIP.
Client-d1d7 VIP Jan 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-d1d7 VIP.
Client-d1d7 VIP Jan 09
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP Jul 08
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP Jul 08
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-d1d7 VIP.
Client-d1d7 VIP Aug 07
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-d1d7 VIP.
Client-d1d7 VIP Aug 07
3 years, …
Send invite for Holiday Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP Feb 08
3 years, …
Send invite for Holiday Client Appreciation Event to Client-d1d7 VIP.
Client-d1d7 VIP Feb 08
3 years, …
ANNUAL: Send Birthday Card to Client-d1d7 VIP (check CRM for exact date: N/A).
Client-d1d7 VIP Mar 10
3 years, …
ANNUAL: Send Birthday Card to Client-d1d7 VIP (check CRM for exact date: N/A).
Client-d1d7 VIP Mar 10
3 years, …
ANNUAL: Make Home Anniversary Call to Client-d1d7 VIP for General Inquiry (check CRM for exact date: N/A).
Client-d1d7 VIP Apr 09
3 years, …
ANNUAL: Make Home Anniversary Call to Client-d1d7 VIP for General Inquiry (check CRM for exact date: N/A).
Client-d1d7 VIP Apr 09
3 years, …
Engage with Client-d1d7 on social media (like, comment on recent post).
Client-d1d7 VIP Jun 08
4 years, …
Engage with Client-d1d7 on social media (like, comment on recent post).
Client-d1d7 VIP Jun 08
4 years, …
Consider a pop-by to Client-d1d7 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-d1d7 VIP Aug 07
4 years, …
Consider a pop-by to Client-d1d7 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-d1d7 VIP Aug 07
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-d1d7 VIP Oct 06
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-d1d7 VIP Oct 06
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-d1d7 VIP Dec 05
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-d1d7 VIP Dec 05
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-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP May 20
4 weeks
Make Q1 check-in call with Client-d1d7 VIP. Ask: 'How are things going?'
Client-d1d7 VIP May 20
4 weeks
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Aug 18
3 months, …
Make Q2 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Aug 18
3 months, …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Nov 16
6 months, …
Make Q3 check-in call with Client-d1d7 VIP.
Client-d1d7 VIP Nov 16
6 months, …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP Feb 19
9 months, …
Make Q4 check-in call with Client-d1d7 VIP. 'Just calling to say hi and see if you need anything!'
Client-d1d7 VIP Feb 19
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Mar 21
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-d1d7 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-d1d7 VIP Mar 21
10 months, …