Campaign Progress for Helaine
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Helaine

Campaign Progress for: Ad-Hoc Touchpoints

Helaine

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Helaine. Ask: 'How are things going?'
Helaine May 20
3 weeks, …
Make Q1 check-in call with Helaine. Ask: 'How are things going?'
Helaine May 20
3 weeks, …
Make Q2 check-in call with Helaine.
Helaine Aug 18
3 months, …
Make Q2 check-in call with Helaine.
Helaine Aug 18
3 months, …
Make Q3 check-in call with Helaine.
Helaine Nov 16
6 months, …
Make Q3 check-in call with Helaine.
Helaine Nov 16
6 months, …
Make Q4 check-in call with Helaine. 'Just calling to say hi and see if you need anything!'
Helaine Feb 19
9 months, …
Make Q4 check-in call with Helaine. 'Just calling to say hi and see if you need anything!'
Helaine Feb 19
9 months, …
Send Monthly Newsletter/Market Update #1 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Mar 21
10 months, …
Send Monthly Newsletter/Market Update #1 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Mar 21
10 months, …
Send Monthly Newsletter/Market Update #2 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Apr 20
11 months, …
Send Monthly Newsletter/Market Update #2 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Apr 20
11 months, …
Send Monthly Newsletter/Market Update #3 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine May 20
1 year
Send Monthly Newsletter/Market Update #3 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine May 20
1 year
Send Monthly Newsletter/Market Update #4 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Jun 19
1 year, …
Send Monthly Newsletter/Market Update #4 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Jun 19
1 year, …
Send Monthly Newsletter/Market Update #5 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Jul 19
1 year, …
Send Monthly Newsletter/Market Update #5 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Jul 19
1 year, …
Send Monthly Newsletter/Market Update #6 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Aug 18
1 year, …
Send Monthly Newsletter/Market Update #6 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Aug 18
1 year, …
Send Monthly Newsletter/Market Update #7 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Sep 17
1 year, …
Send Monthly Newsletter/Market Update #7 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Sep 17
1 year, …
Send Monthly Newsletter/Market Update #8 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Oct 17
1 year, …
Send Monthly Newsletter/Market Update #8 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Oct 17
1 year, …
Send Monthly Newsletter/Market Update #9 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Nov 16
1 year, …
Send Monthly Newsletter/Market Update #9 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Nov 16
1 year, …
Send Monthly Newsletter/Market Update #10 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Dec 16
1 year, …
Send Monthly Newsletter/Market Update #10 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Dec 16
1 year, …
Send Monthly Newsletter/Market Update #11 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Jan 15
1 year, …
Send Monthly Newsletter/Market Update #11 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Jan 15
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Helaine.
Helaine Feb 14
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Helaine.
Helaine Feb 14
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Helaine.
Helaine Mar 15
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Helaine.
Helaine Mar 15
1 year, …
Send Monthly Newsletter/Market Update #12 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Apr 14
1 year, …
Send Monthly Newsletter/Market Update #12 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Apr 14
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Helaine.
Helaine May 14
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Helaine.
Helaine May 14
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Helaine.
Helaine Jun 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Helaine.
Helaine Jun 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Helaine.
Helaine Jul 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Helaine.
Helaine Jul 13
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Helaine.
Helaine Aug 12
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Helaine.
Helaine Aug 12
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Helaine.
Helaine Sep 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Helaine.
Helaine Sep 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Helaine.
Helaine Oct 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Helaine.
Helaine Oct 11
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Helaine.
Helaine Nov 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Helaine.
Helaine Nov 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Helaine.
Helaine Dec 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Helaine.
Helaine Dec 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Helaine.
Helaine Jan 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Helaine.
Helaine Jan 09
2 years, …
Send invite for Mid-Year Client Appreciation Event to Helaine.
Helaine Jul 08
3 years, …
Send invite for Mid-Year Client Appreciation Event to Helaine.
Helaine Jul 08
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Helaine.
Helaine Aug 07
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Helaine.
Helaine Aug 07
3 years, …
Send invite for Holiday Client Appreciation Event to Helaine.
Helaine Feb 08
3 years, …
Send invite for Holiday Client Appreciation Event to Helaine.
Helaine Feb 08
3 years, …
ANNUAL: Send Birthday Card to Helaine (check CRM for exact date: N/A).
Helaine Mar 10
3 years, …
ANNUAL: Send Birthday Card to Helaine (check CRM for exact date: N/A).
Helaine Mar 10
3 years, …
ANNUAL: Make Home Anniversary Call to Helaine for General Inquiry (check CRM for exact date: N/A).
Helaine Apr 09
3 years, …
ANNUAL: Make Home Anniversary Call to Helaine for General Inquiry (check CRM for exact date: N/A).
Helaine Apr 09
3 years, …
Engage with Helaine on social media (like, comment on recent post).
Helaine Jun 08
4 years, …
Engage with Helaine on social media (like, comment on recent post).
Helaine Jun 08
4 years, …
Consider a pop-by to Helaine with a small, relevant gift (e.g., local bakery treat, branded item).
Helaine Aug 07
4 years, …
Consider a pop-by to Helaine with a small, relevant gift (e.g., local bakery treat, branded item).
Helaine Aug 07
4 years, …
Send personalized SMS check-in to 3306897666. 'Just wanted to say hi!'
Helaine Oct 06
4 years, …
Send personalized SMS check-in to 3306897666. 'Just wanted to say hi!'
Helaine Oct 06
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Helaine Dec 05
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Helaine Dec 05
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 Helaine. Ask: 'How are things going?'
Helaine May 20
3 weeks, …
Make Q1 check-in call with Helaine. Ask: 'How are things going?'
Helaine May 20
3 weeks, …
Make Q2 check-in call with Helaine.
Helaine Aug 18
3 months, …
Make Q2 check-in call with Helaine.
Helaine Aug 18
3 months, …
Make Q3 check-in call with Helaine.
Helaine Nov 16
6 months, …
Make Q3 check-in call with Helaine.
Helaine Nov 16
6 months, …
Make Q4 check-in call with Helaine. 'Just calling to say hi and see if you need anything!'
Helaine Feb 19
9 months, …
Make Q4 check-in call with Helaine. 'Just calling to say hi and see if you need anything!'
Helaine Feb 19
9 months, …
Send Monthly Newsletter/Market Update #1 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Mar 21
10 months, …
Send Monthly Newsletter/Market Update #1 to Helaine ([email protected]). Subject: Your Monthly Real Estate Update.
Helaine Mar 21
10 months, …