Campaign Progress for Client-7524 VIP
⌘ K
Vault

Client-7524 VIP

Campaign Progress for: Ad-Hoc Touchpoints

Client-7524 VIP

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Client-7524 VIP. Ask: 'How are things going?'
Client-7524 VIP Apr 24
4 days, …
Make Q1 check-in call with Client-7524 VIP. Ask: 'How are things going?'
Client-7524 VIP Apr 24
4 days, …
Make Q2 check-in call with Client-7524 VIP.
Client-7524 VIP Jul 23
3 months
Make Q2 check-in call with Client-7524 VIP.
Client-7524 VIP Jul 23
3 months
Make Q3 check-in call with Client-7524 VIP.
Client-7524 VIP Oct 21
6 months
Make Q3 check-in call with Client-7524 VIP.
Client-7524 VIP Oct 21
6 months
Make Q4 check-in call with Client-7524 VIP. 'Just calling to say hi and see if you need anything!'
Client-7524 VIP Jan 24
9 months
Make Q4 check-in call with Client-7524 VIP. 'Just calling to say hi and see if you need anything!'
Client-7524 VIP Jan 24
9 months
Send Monthly Newsletter/Market Update #1 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Feb 23
10 months
Send Monthly Newsletter/Market Update #1 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Feb 23
10 months
Send Monthly Newsletter/Market Update #2 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Mar 25
11 months
Send Monthly Newsletter/Market Update #2 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Mar 25
11 months
Send Monthly Newsletter/Market Update #3 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Apr 24
1 year
Send Monthly Newsletter/Market Update #3 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Apr 24
1 year
Send Monthly Newsletter/Market Update #4 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP May 24
1 year, …
Send Monthly Newsletter/Market Update #4 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP May 24
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Jun 23
1 year, …
Send Monthly Newsletter/Market Update #5 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Jun 23
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Jul 23
1 year, …
Send Monthly Newsletter/Market Update #6 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Jul 23
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Aug 22
1 year, …
Send Monthly Newsletter/Market Update #7 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Aug 22
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Sep 21
1 year, …
Send Monthly Newsletter/Market Update #8 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Sep 21
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Oct 21
1 year, …
Send Monthly Newsletter/Market Update #9 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Oct 21
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Nov 20
1 year, …
Send Monthly Newsletter/Market Update #10 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Nov 20
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Dec 20
1 year, …
Send Monthly Newsletter/Market Update #11 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Dec 20
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-7524 VIP.
Client-7524 VIP Jan 19
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Client-7524 VIP.
Client-7524 VIP Jan 19
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-7524 VIP.
Client-7524 VIP Feb 18
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Client-7524 VIP.
Client-7524 VIP Feb 18
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Mar 19
1 year, …
Send Monthly Newsletter/Market Update #12 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Mar 19
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-7524 VIP.
Client-7524 VIP Apr 18
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Client-7524 VIP.
Client-7524 VIP Apr 18
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-7524 VIP.
Client-7524 VIP May 18
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Client-7524 VIP.
Client-7524 VIP May 18
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-7524 VIP.
Client-7524 VIP Jun 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Client-7524 VIP.
Client-7524 VIP Jun 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-7524 VIP.
Client-7524 VIP Jul 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Client-7524 VIP.
Client-7524 VIP Jul 17
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-7524 VIP.
Client-7524 VIP Aug 16
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Client-7524 VIP.
Client-7524 VIP Aug 16
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-7524 VIP.
Client-7524 VIP Sep 15
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Client-7524 VIP.
Client-7524 VIP Sep 15
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-7524 VIP.
Client-7524 VIP Oct 15
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Client-7524 VIP.
Client-7524 VIP Oct 15
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-7524 VIP.
Client-7524 VIP Nov 14
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Client-7524 VIP.
Client-7524 VIP Nov 14
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-7524 VIP.
Client-7524 VIP Dec 14
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Client-7524 VIP.
Client-7524 VIP Dec 14
2 years, …
Send invite for Mid-Year Client Appreciation Event to Client-7524 VIP.
Client-7524 VIP Jun 12
3 years, …
Send invite for Mid-Year Client Appreciation Event to Client-7524 VIP.
Client-7524 VIP Jun 12
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-7524 VIP.
Client-7524 VIP Jul 12
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Client-7524 VIP.
Client-7524 VIP Jul 12
3 years, …
Send invite for Holiday Client Appreciation Event to Client-7524 VIP.
Client-7524 VIP Jan 13
3 years, …
Send invite for Holiday Client Appreciation Event to Client-7524 VIP.
Client-7524 VIP Jan 13
3 years, …
ANNUAL: Send Birthday Card to Client-7524 VIP (check CRM for exact date: N/A).
Client-7524 VIP Feb 12
3 years, …
ANNUAL: Send Birthday Card to Client-7524 VIP (check CRM for exact date: N/A).
Client-7524 VIP Feb 12
3 years, …
ANNUAL: Make Home Anniversary Call to Client-7524 VIP for {{property_address}} (check CRM for exact date: N/A).
Client-7524 VIP Mar 14
3 years, …
ANNUAL: Make Home Anniversary Call to Client-7524 VIP for {{property_address}} (check CRM for exact date: N/A).
Client-7524 VIP Mar 14
3 years, …
Engage with Client-7524 on social media (like, comment on recent post).
Client-7524 VIP May 13
4 years
Engage with Client-7524 on social media (like, comment on recent post).
Client-7524 VIP May 13
4 years
Consider a pop-by to Client-7524 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-7524 VIP Jul 12
4 years, …
Consider a pop-by to Client-7524 VIP with a small, relevant gift (e.g., local bakery treat, branded item).
Client-7524 VIP Jul 12
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-7524 VIP Sep 10
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Client-7524 VIP Sep 10
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-7524 VIP Nov 09
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to N/A.
Client-7524 VIP Nov 09
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-7524 VIP. Ask: 'How are things going?'
Client-7524 VIP Apr 24
4 days, …
Make Q1 check-in call with Client-7524 VIP. Ask: 'How are things going?'
Client-7524 VIP Apr 24
4 days, …
Make Q2 check-in call with Client-7524 VIP.
Client-7524 VIP Jul 23
3 months
Make Q2 check-in call with Client-7524 VIP.
Client-7524 VIP Jul 23
3 months
Make Q3 check-in call with Client-7524 VIP.
Client-7524 VIP Oct 21
6 months
Make Q3 check-in call with Client-7524 VIP.
Client-7524 VIP Oct 21
6 months
Make Q4 check-in call with Client-7524 VIP. 'Just calling to say hi and see if you need anything!'
Client-7524 VIP Jan 24
9 months
Make Q4 check-in call with Client-7524 VIP. 'Just calling to say hi and see if you need anything!'
Client-7524 VIP Jan 24
9 months
Send Monthly Newsletter/Market Update #1 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Feb 23
10 months
Send Monthly Newsletter/Market Update #1 to Client-7524 VIP (N/A). Subject: Your Monthly Real Estate Update.
Client-7524 VIP Feb 23
10 months