Campaign Progress for Marlys
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Marlys

Campaign Progress for: Ad-Hoc Touchpoints

Marlys

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Marlys. Ask: 'How are things going?'
Marlys May 09
2 weeks
Make Q1 check-in call with Marlys. Ask: 'How are things going?'
Marlys May 09
2 weeks
Make Q2 check-in call with Marlys.
Marlys Aug 07
3 months, …
Make Q2 check-in call with Marlys.
Marlys Aug 07
3 months, …
Make Q3 check-in call with Marlys.
Marlys Nov 05
6 months, …
Make Q3 check-in call with Marlys.
Marlys Nov 05
6 months, …
Make Q4 check-in call with Marlys. 'Just calling to say hi and see if you need anything!'
Marlys Feb 08
9 months, …
Make Q4 check-in call with Marlys. 'Just calling to say hi and see if you need anything!'
Marlys Feb 08
9 months, …
Send Monthly Newsletter/Market Update #1 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Mar 10
10 months, …
Send Monthly Newsletter/Market Update #1 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Mar 10
10 months, …
Send Monthly Newsletter/Market Update #2 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Apr 09
11 months, …
Send Monthly Newsletter/Market Update #2 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Apr 09
11 months, …
Send Monthly Newsletter/Market Update #3 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys May 09
1 year
Send Monthly Newsletter/Market Update #3 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys May 09
1 year
Send Monthly Newsletter/Market Update #4 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Jun 08
1 year, …
Send Monthly Newsletter/Market Update #4 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Jun 08
1 year, …
Send Monthly Newsletter/Market Update #5 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Jul 08
1 year, …
Send Monthly Newsletter/Market Update #5 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Jul 08
1 year, …
Send Monthly Newsletter/Market Update #6 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Aug 07
1 year, …
Send Monthly Newsletter/Market Update #6 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Aug 07
1 year, …
Send Monthly Newsletter/Market Update #7 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Sep 06
1 year, …
Send Monthly Newsletter/Market Update #7 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Sep 06
1 year, …
Send Monthly Newsletter/Market Update #8 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Oct 06
1 year, …
Send Monthly Newsletter/Market Update #8 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Oct 06
1 year, …
Send Monthly Newsletter/Market Update #9 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Nov 05
1 year, …
Send Monthly Newsletter/Market Update #9 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Nov 05
1 year, …
Send Monthly Newsletter/Market Update #10 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Dec 05
1 year, …
Send Monthly Newsletter/Market Update #10 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Dec 05
1 year, …
Send Monthly Newsletter/Market Update #11 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Jan 04
1 year, …
Send Monthly Newsletter/Market Update #11 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Jan 04
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Marlys.
Marlys Feb 03
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Marlys.
Marlys Feb 03
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Marlys.
Marlys Mar 04
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Marlys.
Marlys Mar 04
1 year, …
Send Monthly Newsletter/Market Update #12 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Apr 03
1 year, …
Send Monthly Newsletter/Market Update #12 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Apr 03
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Marlys.
Marlys May 03
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Marlys.
Marlys May 03
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Marlys.
Marlys Jun 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Marlys.
Marlys Jun 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Marlys.
Marlys Jul 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Marlys.
Marlys Jul 02
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Marlys.
Marlys Aug 01
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Marlys.
Marlys Aug 01
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Marlys.
Marlys Aug 31
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Marlys.
Marlys Aug 31
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Marlys.
Marlys Sep 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Marlys.
Marlys Sep 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Marlys.
Marlys Oct 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Marlys.
Marlys Oct 30
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Marlys.
Marlys Nov 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Marlys.
Marlys Nov 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Marlys.
Marlys Dec 29
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Marlys.
Marlys Dec 29
2 years, …
Send invite for Mid-Year Client Appreciation Event to Marlys.
Marlys Jun 27
3 years, …
Send invite for Mid-Year Client Appreciation Event to Marlys.
Marlys Jun 27
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Marlys.
Marlys Jul 27
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Marlys.
Marlys Jul 27
3 years, …
Send invite for Holiday Client Appreciation Event to Marlys.
Marlys Jan 28
3 years, …
Send invite for Holiday Client Appreciation Event to Marlys.
Marlys Jan 28
3 years, …
ANNUAL: Send Birthday Card to Marlys (check CRM for exact date: N/A).
Marlys Feb 27
3 years, …
ANNUAL: Send Birthday Card to Marlys (check CRM for exact date: N/A).
Marlys Feb 27
3 years, …
ANNUAL: Make Home Anniversary Call to Marlys for General Inquiry (check CRM for exact date: N/A).
Marlys Mar 29
3 years, …
ANNUAL: Make Home Anniversary Call to Marlys for General Inquiry (check CRM for exact date: N/A).
Marlys Mar 29
3 years, …
Engage with Marlys on social media (like, comment on recent post).
Marlys May 28
4 years, …
Engage with Marlys on social media (like, comment on recent post).
Marlys May 28
4 years, …
Consider a pop-by to Marlys with a small, relevant gift (e.g., local bakery treat, branded item).
Marlys Jul 27
4 years, …
Consider a pop-by to Marlys with a small, relevant gift (e.g., local bakery treat, branded item).
Marlys Jul 27
4 years, …
Send personalized SMS check-in to 6889462412. 'Just wanted to say hi!'
Marlys Sep 25
4 years, …
Send personalized SMS check-in to 6889462412. 'Just wanted to say hi!'
Marlys Sep 25
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Marlys Nov 24
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Marlys Nov 24
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 Marlys. Ask: 'How are things going?'
Marlys May 09
2 weeks
Make Q1 check-in call with Marlys. Ask: 'How are things going?'
Marlys May 09
2 weeks
Make Q2 check-in call with Marlys.
Marlys Aug 07
3 months, …
Make Q2 check-in call with Marlys.
Marlys Aug 07
3 months, …
Make Q3 check-in call with Marlys.
Marlys Nov 05
6 months, …
Make Q3 check-in call with Marlys.
Marlys Nov 05
6 months, …
Make Q4 check-in call with Marlys. 'Just calling to say hi and see if you need anything!'
Marlys Feb 08
9 months, …
Make Q4 check-in call with Marlys. 'Just calling to say hi and see if you need anything!'
Marlys Feb 08
9 months, …
Send Monthly Newsletter/Market Update #1 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Mar 10
10 months, …
Send Monthly Newsletter/Market Update #1 to Marlys ([email protected]). Subject: Your Monthly Real Estate Update.
Marlys Mar 10
10 months, …