Campaign Progress for Client-bb35 VIP
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Client-bb35 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-bb35 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-bb35 VIP. Ask: 'How are things going?'
Client-bb35 VIP Apr 26
6 days, …
Make Q1 check-in call with Client-bb35 VIP. Ask: 'How are things going?'
Client-bb35 VIP Apr 26
6 days, …
Make Q2 check-in call with Client-bb35 VIP.
Client-bb35 VIP Jul 25
3 months
Make Q2 check-in call with Client-bb35 VIP.
Client-bb35 VIP Jul 25
3 months
Make Q3 check-in call with Client-bb35 VIP.
Client-bb35 VIP Oct 23
6 months
Make Q3 check-in call with Client-bb35 VIP.
Client-bb35 VIP Oct 23
6 months
Make Q4 check-in call with Client-bb35 VIP. 'Just calling to say hi and see if you need anything!'
Client-bb35 VIP Jan 26
9 months
Make Q4 check-in call with Client-bb35 VIP. 'Just calling to say hi and see if you need anything!'
Client-bb35 VIP Jan 26
9 months
Send Monthly Newsletter/Market Update #1 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Feb 25
10 months
Send Monthly Newsletter/Market Update #1 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Feb 25
10 months
Send Monthly Newsletter/Market Update #2 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Mar 27
11 months, …
Send Monthly Newsletter/Market Update #2 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Mar 27
11 months, …
Send Monthly Newsletter/Market Update #3 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Apr 26
1 year
Send Monthly Newsletter/Market Update #3 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Apr 26
1 year
Send Monthly Newsletter/Market Update #4 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP May 26
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP May 26
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Jun 25
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Jun 25
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Jul 25
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Jul 25
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Aug 24
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Aug 24
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Sep 23
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Sep 23
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Oct 23
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Oct 23
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Nov 22
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Nov 22
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Dec 22
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Dec 22
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-bb35 VIP.
Client-bb35 VIP Jan 21
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-bb35 VIP.
Client-bb35 VIP Jan 21
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-bb35 VIP.
Client-bb35 VIP Feb 20
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-bb35 VIP.
Client-bb35 VIP Feb 20
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Mar 21
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Mar 21
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-bb35 VIP.
Client-bb35 VIP Apr 20
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-bb35 VIP.
Client-bb35 VIP Apr 20
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-bb35 VIP.
Client-bb35 VIP May 20
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-bb35 VIP.
Client-bb35 VIP May 20
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-bb35 VIP.
Client-bb35 VIP Jun 19
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-bb35 VIP.
Client-bb35 VIP Jun 19
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-bb35 VIP.
Client-bb35 VIP Jul 19
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-bb35 VIP.
Client-bb35 VIP Jul 19
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-bb35 VIP.
Client-bb35 VIP Aug 18
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-bb35 VIP.
Client-bb35 VIP Aug 18
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-bb35 VIP.
Client-bb35 VIP Sep 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-bb35 VIP.
Client-bb35 VIP Sep 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-bb35 VIP.
Client-bb35 VIP Oct 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-bb35 VIP.
Client-bb35 VIP Oct 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-bb35 VIP.
Client-bb35 VIP Nov 16
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-bb35 VIP.
Client-bb35 VIP Nov 16
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-bb35 VIP.
Client-bb35 VIP Dec 16
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-bb35 VIP.
Client-bb35 VIP Dec 16
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-bb35 VIP.
Client-bb35 VIP Jun 14
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-bb35 VIP.
Client-bb35 VIP Jun 14
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-bb35 VIP.
Client-bb35 VIP Jul 14
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-bb35 VIP.
Client-bb35 VIP Jul 14
3 years, …
Send invite for Holiday Client Appreciation Event to Client-bb35 VIP.
Client-bb35 VIP Jan 15
3 years, …
Send invite for Holiday Client Appreciation Event to Client-bb35 VIP.
Client-bb35 VIP Jan 15
3 years, …
ANNUAL: Send Birthday Card to Client-bb35 VIP (check CRM for exact date: N/A).
Client-bb35 VIP Feb 14
3 years, …
ANNUAL: Send Birthday Card to Client-bb35 VIP (check CRM for exact date: N/A).
Client-bb35 VIP Feb 14
3 years, …
ANNUAL: Make Home Anniversary Call to Client-bb35 VIP for {{property_address}} (check CRM for exact date: N/A).
Client-bb35 VIP Mar 16
3 years, …
ANNUAL: Make Home Anniversary Call to Client-bb35 VIP for {{property_address}} (check CRM for exact date: N/A).
Client-bb35 VIP Mar 16
3 years, …
Engage with Client-bb35 on social media (like, comment on recent post).
Client-bb35 VIP May 15
4 years
Engage with Client-bb35 on social media (like, comment on recent post).
Client-bb35 VIP May 15
4 years
Consider a pop-by to Client-bb35 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-bb35 VIP Jul 14
4 years, …
Consider a pop-by to Client-bb35 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-bb35 VIP Jul 14
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-bb35 VIP Sep 12
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-bb35 VIP Sep 12
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-bb35 VIP Nov 11
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-bb35 VIP Nov 11
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-bb35 VIP. Ask: 'How are things going?'
Client-bb35 VIP Apr 26
6 days, …
Make Q1 check-in call with Client-bb35 VIP. Ask: 'How are things going?'
Client-bb35 VIP Apr 26
6 days, …
Make Q2 check-in call with Client-bb35 VIP.
Client-bb35 VIP Jul 25
3 months
Make Q2 check-in call with Client-bb35 VIP.
Client-bb35 VIP Jul 25
3 months
Make Q3 check-in call with Client-bb35 VIP.
Client-bb35 VIP Oct 23
6 months
Make Q3 check-in call with Client-bb35 VIP.
Client-bb35 VIP Oct 23
6 months
Make Q4 check-in call with Client-bb35 VIP. 'Just calling to say hi and see if you need anything!'
Client-bb35 VIP Jan 26
9 months
Make Q4 check-in call with Client-bb35 VIP. 'Just calling to say hi and see if you need anything!'
Client-bb35 VIP Jan 26
9 months
Send Monthly Newsletter/Market Update #1 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Feb 25
10 months
Send Monthly Newsletter/Market Update #1 to Client-bb35 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-bb35 VIP Feb 25
10 months