Campaign Progress for Client-cd76 VIP
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Client-cd76 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-cd76 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-cd76 VIP. Ask: 'How are things going?'
Client-cd76 VIP Jun 01
1 month
Make Q1 check-in call with Client-cd76 VIP. Ask: 'How are things going?'
Client-cd76 VIP Jun 01
1 month
Make Q2 check-in call with Client-cd76 VIP.
Client-cd76 VIP Aug 30
4 months
Make Q2 check-in call with Client-cd76 VIP.
Client-cd76 VIP Aug 30
4 months
Make Q3 check-in call with Client-cd76 VIP.
Client-cd76 VIP Nov 28
7 months
Make Q3 check-in call with Client-cd76 VIP.
Client-cd76 VIP Nov 28
7 months
Make Q4 check-in call with Client-cd76 VIP. 'Just calling to say hi and see if you need anything!'
Client-cd76 VIP Mar 03
10 months
Make Q4 check-in call with Client-cd76 VIP. 'Just calling to say hi and see if you need anything!'
Client-cd76 VIP Mar 03
10 months
Send Monthly Newsletter/Market Update #1 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Apr 02
11 months, …
Send Monthly Newsletter/Market Update #1 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Apr 02
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP May 02
1 year
Send Monthly Newsletter/Market Update #2 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP May 02
1 year
Send Monthly Newsletter/Market Update #3 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jun 01
1 year, …
Send Monthly Newsletter/Market Update #3 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jun 01
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jul 01
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jul 01
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jul 31
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jul 31
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Aug 30
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Aug 30
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Sep 29
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Sep 29
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Oct 29
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Oct 29
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Nov 28
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Nov 28
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Dec 28
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Dec 28
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jan 27
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Jan 27
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-cd76 VIP.
Client-cd76 VIP Feb 26
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-cd76 VIP.
Client-cd76 VIP Feb 26
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-cd76 VIP.
Client-cd76 VIP Mar 27
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-cd76 VIP.
Client-cd76 VIP Mar 27
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Apr 26
2 years
Send Monthly Newsletter/Market Update #12 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Apr 26
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-cd76 VIP.
Client-cd76 VIP May 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-cd76 VIP.
Client-cd76 VIP May 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-cd76 VIP.
Client-cd76 VIP Jun 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-cd76 VIP.
Client-cd76 VIP Jun 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-cd76 VIP.
Client-cd76 VIP Jul 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-cd76 VIP.
Client-cd76 VIP Jul 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-cd76 VIP.
Client-cd76 VIP Aug 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-cd76 VIP.
Client-cd76 VIP Aug 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-cd76 VIP.
Client-cd76 VIP Sep 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-cd76 VIP.
Client-cd76 VIP Sep 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-cd76 VIP.
Client-cd76 VIP Oct 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-cd76 VIP.
Client-cd76 VIP Oct 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-cd76 VIP.
Client-cd76 VIP Nov 22
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-cd76 VIP.
Client-cd76 VIP Nov 22
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-cd76 VIP.
Client-cd76 VIP Dec 22
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-cd76 VIP.
Client-cd76 VIP Dec 22
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-cd76 VIP.
Client-cd76 VIP Jan 21
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-cd76 VIP.
Client-cd76 VIP Jan 21
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-cd76 VIP.
Client-cd76 VIP Jul 20
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-cd76 VIP.
Client-cd76 VIP Jul 20
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-cd76 VIP.
Client-cd76 VIP Aug 19
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-cd76 VIP.
Client-cd76 VIP Aug 19
3 years, …
Send invite for Holiday Client Appreciation Event to Client-cd76 VIP.
Client-cd76 VIP Feb 20
3 years, …
Send invite for Holiday Client Appreciation Event to Client-cd76 VIP.
Client-cd76 VIP Feb 20
3 years, …
ANNUAL: Send Birthday Card to Client-cd76 VIP (check CRM for exact date: N/A).
Client-cd76 VIP Mar 22
3 years, …
ANNUAL: Send Birthday Card to Client-cd76 VIP (check CRM for exact date: N/A).
Client-cd76 VIP Mar 22
3 years, …
ANNUAL: Make Home Anniversary Call to Client-cd76 VIP for General Inquiry (check CRM for exact date: N/A).
Client-cd76 VIP Apr 21
3 years, …
ANNUAL: Make Home Anniversary Call to Client-cd76 VIP for General Inquiry (check CRM for exact date: N/A).
Client-cd76 VIP Apr 21
3 years, …
Engage with Client-cd76 on social media (like, comment on recent post).
Client-cd76 VIP Jun 20
4 years, …
Engage with Client-cd76 on social media (like, comment on recent post).
Client-cd76 VIP Jun 20
4 years, …
Consider a pop-by to Client-cd76 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-cd76 VIP Aug 19
4 years, …
Consider a pop-by to Client-cd76 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-cd76 VIP Aug 19
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-cd76 VIP Oct 18
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-cd76 VIP Oct 18
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-cd76 VIP Dec 17
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-cd76 VIP Dec 17
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-cd76 VIP. Ask: 'How are things going?'
Client-cd76 VIP Jun 01
1 month
Make Q1 check-in call with Client-cd76 VIP. Ask: 'How are things going?'
Client-cd76 VIP Jun 01
1 month
Make Q2 check-in call with Client-cd76 VIP.
Client-cd76 VIP Aug 30
4 months
Make Q2 check-in call with Client-cd76 VIP.
Client-cd76 VIP Aug 30
4 months
Make Q3 check-in call with Client-cd76 VIP.
Client-cd76 VIP Nov 28
7 months
Make Q3 check-in call with Client-cd76 VIP.
Client-cd76 VIP Nov 28
7 months
Make Q4 check-in call with Client-cd76 VIP. 'Just calling to say hi and see if you need anything!'
Client-cd76 VIP Mar 03
10 months
Make Q4 check-in call with Client-cd76 VIP. 'Just calling to say hi and see if you need anything!'
Client-cd76 VIP Mar 03
10 months
Send Monthly Newsletter/Market Update #1 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Apr 02
11 months, …
Send Monthly Newsletter/Market Update #1 to Client-cd76 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-cd76 VIP Apr 02
11 months, …