Campaign Progress for Lowell
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Lowell

Campaign Progress for: Ad-Hoc Touchpoints

Lowell

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Lowell. Ask: 'How are things going?'
Lowell May 16
3 weeks
Make Q1 check-in call with Lowell. Ask: 'How are things going?'
Lowell May 16
3 weeks
Make Q2 check-in call with Lowell.
Lowell Aug 14
3 months, …
Make Q2 check-in call with Lowell.
Lowell Aug 14
3 months, …
Make Q3 check-in call with Lowell.
Lowell Nov 12
6 months, …
Make Q3 check-in call with Lowell.
Lowell Nov 12
6 months, …
Make Q4 check-in call with Lowell. 'Just calling to say hi and see if you need anything!'
Lowell Feb 15
9 months, …
Make Q4 check-in call with Lowell. 'Just calling to say hi and see if you need anything!'
Lowell Feb 15
9 months, …
Send Monthly Newsletter/Market Update #1 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Mar 17
10 months, …
Send Monthly Newsletter/Market Update #1 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Mar 17
10 months, …
Send Monthly Newsletter/Market Update #2 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Apr 16
11 months, …
Send Monthly Newsletter/Market Update #2 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Apr 16
11 months, …
Send Monthly Newsletter/Market Update #3 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell May 16
1 year
Send Monthly Newsletter/Market Update #3 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell May 16
1 year
Send Monthly Newsletter/Market Update #4 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Jun 15
1 year, …
Send Monthly Newsletter/Market Update #4 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Jun 15
1 year, …
Send Monthly Newsletter/Market Update #5 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Jul 15
1 year, …
Send Monthly Newsletter/Market Update #5 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Jul 15
1 year, …
Send Monthly Newsletter/Market Update #6 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Aug 14
1 year, …
Send Monthly Newsletter/Market Update #6 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Aug 14
1 year, …
Send Monthly Newsletter/Market Update #7 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Sep 13
1 year, …
Send Monthly Newsletter/Market Update #7 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Sep 13
1 year, …
Send Monthly Newsletter/Market Update #8 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Oct 13
1 year, …
Send Monthly Newsletter/Market Update #8 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Oct 13
1 year, …
Send Monthly Newsletter/Market Update #9 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Nov 12
1 year, …
Send Monthly Newsletter/Market Update #9 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Nov 12
1 year, …
Send Monthly Newsletter/Market Update #10 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Dec 12
1 year, …
Send Monthly Newsletter/Market Update #10 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Dec 12
1 year, …
Send Monthly Newsletter/Market Update #11 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Jan 11
1 year, …
Send Monthly Newsletter/Market Update #11 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Jan 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Lowell.
Lowell Feb 10
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Lowell.
Lowell Feb 10
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Lowell.
Lowell Mar 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Lowell.
Lowell Mar 11
1 year, …
Send Monthly Newsletter/Market Update #12 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Apr 10
1 year, …
Send Monthly Newsletter/Market Update #12 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Apr 10
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Lowell.
Lowell May 10
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Lowell.
Lowell May 10
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Lowell.
Lowell Jun 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Lowell.
Lowell Jun 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Lowell.
Lowell Jul 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Lowell.
Lowell Jul 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Lowell.
Lowell Aug 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Lowell.
Lowell Aug 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Lowell.
Lowell Sep 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Lowell.
Lowell Sep 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Lowell.
Lowell Oct 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Lowell.
Lowell Oct 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Lowell.
Lowell Nov 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Lowell.
Lowell Nov 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Lowell.
Lowell Dec 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Lowell.
Lowell Dec 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Lowell.
Lowell Jan 05
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Lowell.
Lowell Jan 05
2 years, …
Send invite for Mid-Year Client Appreciation Event to Lowell.
Lowell Jul 04
3 years, …
Send invite for Mid-Year Client Appreciation Event to Lowell.
Lowell Jul 04
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Lowell.
Lowell Aug 03
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Lowell.
Lowell Aug 03
3 years, …
Send invite for Holiday Client Appreciation Event to Lowell.
Lowell Feb 04
3 years, …
Send invite for Holiday Client Appreciation Event to Lowell.
Lowell Feb 04
3 years, …
ANNUAL: Send Birthday Card to Lowell (check CRM for exact date: N/A).
Lowell Mar 06
3 years, …
ANNUAL: Send Birthday Card to Lowell (check CRM for exact date: N/A).
Lowell Mar 06
3 years, …
ANNUAL: Make Home Anniversary Call to Lowell for General Inquiry (check CRM for exact date: N/A).
Lowell Apr 05
3 years, …
ANNUAL: Make Home Anniversary Call to Lowell for General Inquiry (check CRM for exact date: N/A).
Lowell Apr 05
3 years, …
Engage with Lowell on social media (like, comment on recent post).
Lowell Jun 04
4 years, …
Engage with Lowell on social media (like, comment on recent post).
Lowell Jun 04
4 years, …
Consider a pop-by to Lowell with a small, relevant gift (e.g., local bakery treat, branded item).
Lowell Aug 03
4 years, …
Consider a pop-by to Lowell with a small, relevant gift (e.g., local bakery treat, branded item).
Lowell Aug 03
4 years, …
Send personalized SMS check-in to 7757521189. 'Just wanted to say hi!'
Lowell Oct 02
4 years, …
Send personalized SMS check-in to 7757521189. 'Just wanted to say hi!'
Lowell Oct 02
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Lowell Dec 01
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Lowell Dec 01
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 Lowell. Ask: 'How are things going?'
Lowell May 16
3 weeks
Make Q1 check-in call with Lowell. Ask: 'How are things going?'
Lowell May 16
3 weeks
Make Q2 check-in call with Lowell.
Lowell Aug 14
3 months, …
Make Q2 check-in call with Lowell.
Lowell Aug 14
3 months, …
Make Q3 check-in call with Lowell.
Lowell Nov 12
6 months, …
Make Q3 check-in call with Lowell.
Lowell Nov 12
6 months, …
Make Q4 check-in call with Lowell. 'Just calling to say hi and see if you need anything!'
Lowell Feb 15
9 months, …
Make Q4 check-in call with Lowell. 'Just calling to say hi and see if you need anything!'
Lowell Feb 15
9 months, …
Send Monthly Newsletter/Market Update #1 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Mar 17
10 months, …
Send Monthly Newsletter/Market Update #1 to Lowell ([email protected]). Subject: Your Monthly Real Estate Update.
Lowell Mar 17
10 months, …