Campaign Progress for Client-b07e VIP
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Client-b07e VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-b07e VIP

Campaign Progress for: Ad-Hoc Touchpoints

1% Complete
MREA Guide
1
Completed
71
Upcoming
0
Overdue
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP May 18
3 weeks, …
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP May 18
3 weeks, …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP Aug 16
3 months, …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP Aug 16
3 months, …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP Nov 14
6 months, …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP Nov 14
6 months, …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP Feb 17
9 months, …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP Feb 17
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Mar 19
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Mar 19
10 months, …
Send Monthly Newsletter/Market Update #2 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Apr 18
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Apr 18
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP May 18
1 year
Send Monthly Newsletter/Market Update #3 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP May 18
1 year
Send Monthly Newsletter/Market Update #4 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Jun 17
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Jun 17
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Jul 17
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Jul 17
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Aug 16
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Aug 16
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Sep 15
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Sep 15
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Oct 15
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Oct 15
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Nov 14
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Dec 14
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Dec 14
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Jan 13
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Jan 13
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-b07e VIP.
Client-b07e VIP Feb 12
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-b07e VIP.
Client-b07e VIP Feb 12
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-b07e VIP.
Client-b07e VIP Mar 13
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-b07e VIP.
Client-b07e VIP Mar 13
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Apr 12
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Apr 12
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-b07e VIP.
Client-b07e VIP May 12
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-b07e VIP.
Client-b07e VIP May 12
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-b07e VIP.
Client-b07e VIP Jun 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-b07e VIP.
Client-b07e VIP Jun 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-b07e VIP.
Client-b07e VIP Jul 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-b07e VIP.
Client-b07e VIP Jul 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-b07e VIP.
Client-b07e VIP Aug 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-b07e VIP.
Client-b07e VIP Aug 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-b07e VIP.
Client-b07e VIP Sep 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-b07e VIP.
Client-b07e VIP Sep 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-b07e VIP.
Client-b07e VIP Oct 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-b07e VIP.
Client-b07e VIP Oct 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-b07e VIP.
Client-b07e VIP Nov 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-b07e VIP.
Client-b07e VIP Nov 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-b07e VIP.
Client-b07e VIP Dec 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-b07e VIP.
Client-b07e VIP Dec 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-b07e VIP.
Client-b07e VIP Jan 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-b07e VIP.
Client-b07e VIP Jan 07
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP Jul 06
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP Jul 06
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-b07e VIP.
Client-b07e VIP Aug 05
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-b07e VIP.
Client-b07e VIP Aug 05
3 years, …
Send invite for Holiday Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP Feb 06
3 years, …
Send invite for Holiday Client Appreciation Event to Client-b07e VIP.
Client-b07e VIP Feb 06
3 years, …
ANNUAL: Send Birthday Card to Client-b07e VIP (check CRM for exact date: N/A).
Client-b07e VIP Mar 08
3 years, …
ANNUAL: Send Birthday Card to Client-b07e VIP (check CRM for exact date: N/A).
Client-b07e VIP Mar 08
3 years, …
ANNUAL: Make Home Anniversary Call to Client-b07e VIP for General Inquiry (check CRM for exact date: N/A).
Client-b07e VIP Apr 07
3 years, …
ANNUAL: Make Home Anniversary Call to Client-b07e VIP for General Inquiry (check CRM for exact date: N/A).
Client-b07e VIP Apr 07
3 years, …
Engage with Client-b07e on social media (like, comment on recent post).
Client-b07e VIP Jun 06
4 years, …
Engage with Client-b07e on social media (like, comment on recent post).
Client-b07e VIP Jun 06
4 years, …
Consider a pop-by to Client-b07e VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-b07e VIP Aug 05
4 years, …
Consider a pop-by to Client-b07e VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-b07e VIP Aug 05
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-b07e VIP Oct 04
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-b07e VIP Oct 04
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-b07e VIP Dec 03
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-b07e VIP Dec 03
4 years, …
No Overdue Tasks

Great work! You have no overdue touchpoints for this lead.

Send Monthly Newsletter/Market Update #9 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Nov 14
1 year, …
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP May 18
3 weeks, …
Make Q1 check-in call with Client-b07e VIP. Ask: 'How are things going?'
Client-b07e VIP May 18
3 weeks, …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP Aug 16
3 months, …
Make Q2 check-in call with Client-b07e VIP.
Client-b07e VIP Aug 16
3 months, …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP Nov 14
6 months, …
Make Q3 check-in call with Client-b07e VIP.
Client-b07e VIP Nov 14
6 months, …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP Feb 17
9 months, …
Make Q4 check-in call with Client-b07e VIP. 'Just calling to say hi and see if you need anything!'
Client-b07e VIP Feb 17
9 months, …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Mar 19
10 months, …
Send Monthly Newsletter/Market Update #1 to Client-b07e VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-b07e VIP Mar 19
10 months, …