Campaign Progress for Client-32c4 VIP
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Client-32c4 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-32c4 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-32c4 VIP. Ask: 'How are things going?'
Client-32c4 VIP May 11
2 weeks, …
Make Q1 check-in call with Client-32c4 VIP. Ask: 'How are things going?'
Client-32c4 VIP May 11
2 weeks, …
Make Q2 check-in call with Client-32c4 VIP.
Client-32c4 VIP Aug 09
3 months, …
Make Q2 check-in call with Client-32c4 VIP.
Client-32c4 VIP Aug 09
3 months, …
Make Q3 check-in call with Client-32c4 VIP.
Client-32c4 VIP Nov 07
6 months, …
Make Q3 check-in call with Client-32c4 VIP.
Client-32c4 VIP Nov 07
6 months, …
Make Q4 check-in call with Client-32c4 VIP. 'Just calling to say hi and see if you need anything!'
Client-32c4 VIP Feb 10
9 months, …
Make Q4 check-in call with Client-32c4 VIP. 'Just calling to say hi and see if you need anything!'
Client-32c4 VIP Feb 10
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Mar 12
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Mar 12
10 months, …
Send Monthly Newsletter/Market Update #2 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Apr 11
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Apr 11
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP May 11
1 year
Send Monthly Newsletter/Market Update #3 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP May 11
1 year
Send Monthly Newsletter/Market Update #4 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Jun 10
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Jun 10
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Jul 10
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Jul 10
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Aug 09
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Aug 09
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Sep 08
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Sep 08
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Oct 08
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Oct 08
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Nov 07
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Nov 07
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Dec 07
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Dec 07
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Jan 06
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Jan 06
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-32c4 VIP.
Client-32c4 VIP Feb 05
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-32c4 VIP.
Client-32c4 VIP Feb 05
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-32c4 VIP.
Client-32c4 VIP Mar 06
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-32c4 VIP.
Client-32c4 VIP Mar 06
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Apr 05
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Apr 05
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-32c4 VIP.
Client-32c4 VIP May 05
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-32c4 VIP.
Client-32c4 VIP May 05
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-32c4 VIP.
Client-32c4 VIP Jun 04
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-32c4 VIP.
Client-32c4 VIP Jun 04
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-32c4 VIP.
Client-32c4 VIP Jul 04
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-32c4 VIP.
Client-32c4 VIP Jul 04
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-32c4 VIP.
Client-32c4 VIP Aug 03
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-32c4 VIP.
Client-32c4 VIP Aug 03
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-32c4 VIP.
Client-32c4 VIP Sep 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-32c4 VIP.
Client-32c4 VIP Sep 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-32c4 VIP.
Client-32c4 VIP Oct 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-32c4 VIP.
Client-32c4 VIP Oct 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-32c4 VIP.
Client-32c4 VIP Nov 01
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-32c4 VIP.
Client-32c4 VIP Nov 01
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-32c4 VIP.
Client-32c4 VIP Dec 01
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-32c4 VIP.
Client-32c4 VIP Dec 01
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-32c4 VIP.
Client-32c4 VIP Dec 31
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-32c4 VIP.
Client-32c4 VIP Dec 31
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-32c4 VIP.
Client-32c4 VIP Jun 29
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-32c4 VIP.
Client-32c4 VIP Jun 29
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-32c4 VIP.
Client-32c4 VIP Jul 29
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-32c4 VIP.
Client-32c4 VIP Jul 29
3 years, …
Send invite for Holiday Client Appreciation Event to Client-32c4 VIP.
Client-32c4 VIP Jan 30
3 years, …
Send invite for Holiday Client Appreciation Event to Client-32c4 VIP.
Client-32c4 VIP Jan 30
3 years, …
ANNUAL: Send Birthday Card to Client-32c4 VIP (check CRM for exact date: N/A).
Client-32c4 VIP Mar 01
3 years, …
ANNUAL: Send Birthday Card to Client-32c4 VIP (check CRM for exact date: N/A).
Client-32c4 VIP Mar 01
3 years, …
ANNUAL: Make Home Anniversary Call to Client-32c4 VIP for General Inquiry (check CRM for exact date: N/A).
Client-32c4 VIP Mar 31
3 years, …
ANNUAL: Make Home Anniversary Call to Client-32c4 VIP for General Inquiry (check CRM for exact date: N/A).
Client-32c4 VIP Mar 31
3 years, …
Engage with Client-32c4 on social media (like, comment on recent post).
Client-32c4 VIP May 30
4 years, …
Engage with Client-32c4 on social media (like, comment on recent post).
Client-32c4 VIP May 30
4 years, …
Consider a pop-by to Client-32c4 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-32c4 VIP Jul 29
4 years, …
Consider a pop-by to Client-32c4 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-32c4 VIP Jul 29
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-32c4 VIP Sep 27
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-32c4 VIP Sep 27
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-32c4 VIP Nov 26
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-32c4 VIP Nov 26
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-32c4 VIP. Ask: 'How are things going?'
Client-32c4 VIP May 11
2 weeks, …
Make Q1 check-in call with Client-32c4 VIP. Ask: 'How are things going?'
Client-32c4 VIP May 11
2 weeks, …
Make Q2 check-in call with Client-32c4 VIP.
Client-32c4 VIP Aug 09
3 months, …
Make Q2 check-in call with Client-32c4 VIP.
Client-32c4 VIP Aug 09
3 months, …
Make Q3 check-in call with Client-32c4 VIP.
Client-32c4 VIP Nov 07
6 months, …
Make Q3 check-in call with Client-32c4 VIP.
Client-32c4 VIP Nov 07
6 months, …
Make Q4 check-in call with Client-32c4 VIP. 'Just calling to say hi and see if you need anything!'
Client-32c4 VIP Feb 10
9 months, …
Make Q4 check-in call with Client-32c4 VIP. 'Just calling to say hi and see if you need anything!'
Client-32c4 VIP Feb 10
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Mar 12
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-32c4 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-32c4 VIP Mar 12
10 months, …