Campaign Progress for Client-f04f VIP
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Client-f04f VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-f04f VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP May 16
3 weeks, …
Make Q1 check-in call with Client-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP May 16
3 weeks, …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP Aug 14
3 months, …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP Aug 14
3 months, …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP Nov 12
6 months, …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP Nov 12
6 months, …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP Feb 15
9 months, …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP Feb 15
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Mar 17
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Mar 17
10 months, …
Send Monthly Newsletter/Market Update #2 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Apr 16
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Apr 16
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP May 16
1 year
Send Monthly Newsletter/Market Update #3 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP May 16
1 year
Send Monthly Newsletter/Market Update #4 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Jun 15
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Jun 15
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Jul 15
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Jul 15
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Aug 14
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Aug 14
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Sep 13
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Sep 13
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Oct 13
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Oct 13
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Nov 12
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Nov 12
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Dec 12
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Dec 12
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Jan 11
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Jan 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-f04f VIP.
Client-f04f VIP Feb 10
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-f04f VIP.
Client-f04f VIP Feb 10
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Mar 11
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Mar 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-f04f VIP.
Client-f04f VIP Apr 10
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-f04f VIP.
Client-f04f VIP Apr 10
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-f04f VIP.
Client-f04f VIP May 10
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-f04f VIP.
Client-f04f VIP May 10
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-f04f VIP.
Client-f04f VIP Jun 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-f04f VIP.
Client-f04f VIP Jun 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-f04f VIP.
Client-f04f VIP Jul 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-f04f VIP.
Client-f04f VIP Jul 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-f04f VIP.
Client-f04f VIP Aug 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-f04f VIP.
Client-f04f VIP Aug 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-f04f VIP.
Client-f04f VIP Sep 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-f04f VIP.
Client-f04f VIP Sep 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-f04f VIP.
Client-f04f VIP Oct 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-f04f VIP.
Client-f04f VIP Oct 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-f04f VIP.
Client-f04f VIP Nov 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-f04f VIP.
Client-f04f VIP Nov 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-f04f VIP.
Client-f04f VIP Dec 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-f04f VIP.
Client-f04f VIP Dec 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-f04f VIP.
Client-f04f VIP Jan 05
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-f04f VIP.
Client-f04f VIP Jan 05
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP Jul 04
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP Jul 04
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-f04f VIP.
Client-f04f VIP Aug 03
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-f04f VIP.
Client-f04f VIP Aug 03
3 years, …
Send invite for Holiday Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP Feb 04
3 years, …
Send invite for Holiday Client Appreciation Event to Client-f04f VIP.
Client-f04f VIP Feb 04
3 years, …
ANNUAL: Send Birthday Card to Client-f04f VIP (check CRM for exact date: N/A).
Client-f04f VIP Mar 06
3 years, …
ANNUAL: Send Birthday Card to Client-f04f VIP (check CRM for exact date: N/A).
Client-f04f VIP Mar 06
3 years, …
ANNUAL: Make Home Anniversary Call to Client-f04f VIP for General Inquiry (check CRM for exact date: N/A).
Client-f04f VIP Apr 05
3 years, …
ANNUAL: Make Home Anniversary Call to Client-f04f VIP for General Inquiry (check CRM for exact date: N/A).
Client-f04f VIP Apr 05
3 years, …
Engage with Client-f04f on social media (like, comment on recent post).
Client-f04f VIP Jun 04
4 years, …
Engage with Client-f04f on social media (like, comment on recent post).
Client-f04f VIP Jun 04
4 years, …
Consider a pop-by to Client-f04f VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-f04f VIP Aug 03
4 years, …
Consider a pop-by to Client-f04f VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-f04f VIP Aug 03
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-f04f VIP Oct 02
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-f04f VIP Oct 02
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-f04f VIP Dec 01
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-f04f VIP Dec 01
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-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP May 16
3 weeks, …
Make Q1 check-in call with Client-f04f VIP. Ask: 'How are things going?'
Client-f04f VIP May 16
3 weeks, …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP Aug 14
3 months, …
Make Q2 check-in call with Client-f04f VIP.
Client-f04f VIP Aug 14
3 months, …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP Nov 12
6 months, …
Make Q3 check-in call with Client-f04f VIP.
Client-f04f VIP Nov 12
6 months, …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP Feb 15
9 months, …
Make Q4 check-in call with Client-f04f VIP. 'Just calling to say hi and see if you need anything!'
Client-f04f VIP Feb 15
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Mar 17
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-f04f VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-f04f VIP Mar 17
10 months, …