Campaign Progress for Client-5dec VIP
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Client-5dec VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-5dec VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-5dec VIP. Ask: 'How are things going?'
Client-5dec VIP Jun 02
1 month, …
Make Q1 check-in call with Client-5dec VIP. Ask: 'How are things going?'
Client-5dec VIP Jun 02
1 month, …
Make Q2 check-in call with Client-5dec VIP.
Client-5dec VIP Aug 31
4 months
Make Q2 check-in call with Client-5dec VIP.
Client-5dec VIP Aug 31
4 months
Make Q3 check-in call with Client-5dec VIP.
Client-5dec VIP Nov 29
7 months
Make Q3 check-in call with Client-5dec VIP.
Client-5dec VIP Nov 29
7 months
Make Q4 check-in call with Client-5dec VIP. 'Just calling to say hi and see if you need anything!'
Client-5dec VIP Mar 04
10 months
Make Q4 check-in call with Client-5dec VIP. 'Just calling to say hi and see if you need anything!'
Client-5dec VIP Mar 04
10 months
Send Monthly Newsletter/Market Update #1 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Apr 03
11 months, …
Send Monthly Newsletter/Market Update #1 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Apr 03
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP May 03
1 year
Send Monthly Newsletter/Market Update #2 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP May 03
1 year
Send Monthly Newsletter/Market Update #3 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Jun 02
1 year, …
Send Monthly Newsletter/Market Update #3 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Jun 02
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Jul 02
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Jul 02
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Aug 01
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Aug 01
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Aug 31
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Aug 31
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Sep 30
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Sep 30
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Oct 30
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Oct 30
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Nov 29
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Nov 29
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Dec 29
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Dec 29
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Jan 28
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Jan 28
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-5dec VIP.
Client-5dec VIP Feb 27
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-5dec VIP.
Client-5dec VIP Feb 27
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-5dec VIP.
Client-5dec VIP Mar 28
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-5dec VIP.
Client-5dec VIP Mar 28
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Apr 27
2 years
Send Monthly Newsletter/Market Update #12 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Apr 27
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-5dec VIP.
Client-5dec VIP May 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-5dec VIP.
Client-5dec VIP May 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-5dec VIP.
Client-5dec VIP Jun 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-5dec VIP.
Client-5dec VIP Jun 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-5dec VIP.
Client-5dec VIP Jul 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-5dec VIP.
Client-5dec VIP Jul 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-5dec VIP.
Client-5dec VIP Aug 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-5dec VIP.
Client-5dec VIP Aug 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-5dec VIP.
Client-5dec VIP Sep 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-5dec VIP.
Client-5dec VIP Sep 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-5dec VIP.
Client-5dec VIP Oct 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-5dec VIP.
Client-5dec VIP Oct 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-5dec VIP.
Client-5dec VIP Nov 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-5dec VIP.
Client-5dec VIP Nov 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-5dec VIP.
Client-5dec VIP Dec 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-5dec VIP.
Client-5dec VIP Dec 23
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-5dec VIP.
Client-5dec VIP Jan 22
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-5dec VIP.
Client-5dec VIP Jan 22
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-5dec VIP.
Client-5dec VIP Jul 21
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-5dec VIP.
Client-5dec VIP Jul 21
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-5dec VIP.
Client-5dec VIP Aug 20
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-5dec VIP.
Client-5dec VIP Aug 20
3 years, …
Send invite for Holiday Client Appreciation Event to Client-5dec VIP.
Client-5dec VIP Feb 21
3 years, …
Send invite for Holiday Client Appreciation Event to Client-5dec VIP.
Client-5dec VIP Feb 21
3 years, …
ANNUAL: Send Birthday Card to Client-5dec VIP (check CRM for exact date: N/A).
Client-5dec VIP Mar 23
3 years, …
ANNUAL: Send Birthday Card to Client-5dec VIP (check CRM for exact date: N/A).
Client-5dec VIP Mar 23
3 years, …
ANNUAL: Make Home Anniversary Call to Client-5dec VIP for General Inquiry (check CRM for exact date: N/A).
Client-5dec VIP Apr 22
3 years, …
ANNUAL: Make Home Anniversary Call to Client-5dec VIP for General Inquiry (check CRM for exact date: N/A).
Client-5dec VIP Apr 22
3 years, …
Engage with Client-5dec on social media (like, comment on recent post).
Client-5dec VIP Jun 21
4 years, …
Engage with Client-5dec on social media (like, comment on recent post).
Client-5dec VIP Jun 21
4 years, …
Consider a pop-by to Client-5dec VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-5dec VIP Aug 20
4 years, …
Consider a pop-by to Client-5dec VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-5dec VIP Aug 20
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-5dec VIP Oct 19
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-5dec VIP Oct 19
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-5dec VIP Dec 18
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-5dec VIP Dec 18
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-5dec VIP. Ask: 'How are things going?'
Client-5dec VIP Jun 02
1 month, …
Make Q1 check-in call with Client-5dec VIP. Ask: 'How are things going?'
Client-5dec VIP Jun 02
1 month, …
Make Q2 check-in call with Client-5dec VIP.
Client-5dec VIP Aug 31
4 months
Make Q2 check-in call with Client-5dec VIP.
Client-5dec VIP Aug 31
4 months
Make Q3 check-in call with Client-5dec VIP.
Client-5dec VIP Nov 29
7 months
Make Q3 check-in call with Client-5dec VIP.
Client-5dec VIP Nov 29
7 months
Make Q4 check-in call with Client-5dec VIP. 'Just calling to say hi and see if you need anything!'
Client-5dec VIP Mar 04
10 months
Make Q4 check-in call with Client-5dec VIP. 'Just calling to say hi and see if you need anything!'
Client-5dec VIP Mar 04
10 months
Send Monthly Newsletter/Market Update #1 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Apr 03
11 months, …
Send Monthly Newsletter/Market Update #1 to Client-5dec VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-5dec VIP Apr 03
11 months, …