Campaign Progress for Guest Visitor
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Vault

Guest Visitor

Campaign Progress for: Ad-Hoc Touchpoints

Guest Visitor

Campaign Progress for: Ad-Hoc Touchpoints

0% Complete
MREA Guide
0
Completed
72
Upcoming
0
Overdue
Make Q1 check-in call with Guest Visitor. Ask: 'How are things going?'
Guest Visitor May 17
3 weeks, …
Make Q1 check-in call with Guest Visitor. Ask: 'How are things going?'
Guest Visitor May 17
3 weeks, …
Make Q2 check-in call with Guest Visitor.
Guest Visitor Aug 15
3 months, …
Make Q2 check-in call with Guest Visitor.
Guest Visitor Aug 15
3 months, …
Make Q3 check-in call with Guest Visitor.
Guest Visitor Nov 13
6 months, …
Make Q3 check-in call with Guest Visitor.
Guest Visitor Nov 13
6 months, …
Make Q4 check-in call with Guest Visitor. 'Just calling to say hi and see if you need anything!'
Guest Visitor Feb 16
9 months, …
Make Q4 check-in call with Guest Visitor. 'Just calling to say hi and see if you need anything!'
Guest Visitor Feb 16
9 months, …
Send Monthly Newsletter/Market Update #1 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Mar 18
10 months, …
Send Monthly Newsletter/Market Update #1 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Mar 18
10 months, …
Send Monthly Newsletter/Market Update #2 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Apr 17
11 months, …
Send Monthly Newsletter/Market Update #2 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Apr 17
11 months, …
Send Monthly Newsletter/Market Update #3 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor May 17
1 year
Send Monthly Newsletter/Market Update #3 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor May 17
1 year
Send Monthly Newsletter/Market Update #4 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Jun 16
1 year, …
Send Monthly Newsletter/Market Update #4 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Jun 16
1 year, …
Send Monthly Newsletter/Market Update #5 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Jul 16
1 year, …
Send Monthly Newsletter/Market Update #5 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Jul 16
1 year, …
Send Monthly Newsletter/Market Update #6 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Aug 15
1 year, …
Send Monthly Newsletter/Market Update #6 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Aug 15
1 year, …
Send Monthly Newsletter/Market Update #7 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Sep 14
1 year, …
Send Monthly Newsletter/Market Update #7 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Sep 14
1 year, …
Send Monthly Newsletter/Market Update #8 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Oct 14
1 year, …
Send Monthly Newsletter/Market Update #8 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Oct 14
1 year, …
Send Monthly Newsletter/Market Update #9 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Nov 13
1 year, …
Send Monthly Newsletter/Market Update #9 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Nov 13
1 year, …
Send Monthly Newsletter/Market Update #10 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Dec 13
1 year, …
Send Monthly Newsletter/Market Update #10 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Dec 13
1 year, …
Send Monthly Newsletter/Market Update #11 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Jan 12
1 year, …
Send Monthly Newsletter/Market Update #11 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Jan 12
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Guest Visitor.
Guest Visitor Feb 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to Guest Visitor.
Guest Visitor Feb 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Guest Visitor.
Guest Visitor Mar 12
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to Guest Visitor.
Guest Visitor Mar 12
1 year, …
Send Monthly Newsletter/Market Update #12 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Apr 11
1 year, …
Send Monthly Newsletter/Market Update #12 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Apr 11
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Guest Visitor.
Guest Visitor May 11
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to Guest Visitor.
Guest Visitor May 11
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Guest Visitor.
Guest Visitor Jun 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to Guest Visitor.
Guest Visitor Jun 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Guest Visitor.
Guest Visitor Jul 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to Guest Visitor.
Guest Visitor Jul 10
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Guest Visitor.
Guest Visitor Aug 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to Guest Visitor.
Guest Visitor Aug 09
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Guest Visitor.
Guest Visitor Sep 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to Guest Visitor.
Guest Visitor Sep 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Guest Visitor.
Guest Visitor Oct 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to Guest Visitor.
Guest Visitor Oct 08
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Guest Visitor.
Guest Visitor Nov 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to Guest Visitor.
Guest Visitor Nov 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Guest Visitor.
Guest Visitor Dec 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to Guest Visitor.
Guest Visitor Dec 07
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Guest Visitor.
Guest Visitor Jan 06
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to Guest Visitor.
Guest Visitor Jan 06
2 years, …
Send invite for Mid-Year Client Appreciation Event to Guest Visitor.
Guest Visitor Jul 05
3 years, …
Send invite for Mid-Year Client Appreciation Event to Guest Visitor.
Guest Visitor Jul 05
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Guest Visitor.
Guest Visitor Aug 04
3 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to Guest Visitor.
Guest Visitor Aug 04
3 years, …
Send invite for Holiday Client Appreciation Event to Guest Visitor.
Guest Visitor Feb 05
3 years, …
Send invite for Holiday Client Appreciation Event to Guest Visitor.
Guest Visitor Feb 05
3 years, …
ANNUAL: Send Birthday Card to Guest Visitor (check CRM for exact date: N/A).
Guest Visitor Mar 07
3 years, …
ANNUAL: Send Birthday Card to Guest Visitor (check CRM for exact date: N/A).
Guest Visitor Mar 07
3 years, …
ANNUAL: Make Home Anniversary Call to Guest Visitor for General Inquiry (check CRM for exact date: N/A).
Guest Visitor Apr 06
3 years, …
ANNUAL: Make Home Anniversary Call to Guest Visitor for General Inquiry (check CRM for exact date: N/A).
Guest Visitor Apr 06
3 years, …
Engage with Guest on social media (like, comment on recent post).
Guest Visitor Jun 05
4 years, …
Engage with Guest on social media (like, comment on recent post).
Guest Visitor Jun 05
4 years, …
Consider a pop-by to Guest Visitor with a small, relevant gift (e.g., local bakery treat, branded item).
Guest Visitor Aug 04
4 years, …
Consider a pop-by to Guest Visitor with a small, relevant gift (e.g., local bakery treat, branded item).
Guest Visitor Aug 04
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Guest Visitor Oct 03
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Guest Visitor Oct 03
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Guest Visitor Dec 02
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Guest Visitor Dec 02
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.

Guest Visitor Feb 10
Initial touchpoint for new lead. First interaction was 'viewed' on property 'The 'Golden Triangle' …
0 minutes
Make Q1 check-in call with Guest Visitor. Ask: 'How are things going?'
Guest Visitor May 17
3 weeks, …
Make Q1 check-in call with Guest Visitor. Ask: 'How are things going?'
Guest Visitor May 17
3 weeks, …
Make Q2 check-in call with Guest Visitor.
Guest Visitor Aug 15
3 months, …
Make Q2 check-in call with Guest Visitor.
Guest Visitor Aug 15
3 months, …
Make Q3 check-in call with Guest Visitor.
Guest Visitor Nov 13
6 months, …
Make Q3 check-in call with Guest Visitor.
Guest Visitor Nov 13
6 months, …
Make Q4 check-in call with Guest Visitor. 'Just calling to say hi and see if you need anything!'
Guest Visitor Feb 16
9 months, …
Make Q4 check-in call with Guest Visitor. 'Just calling to say hi and see if you need anything!'
Guest Visitor Feb 16
9 months, …
Send Monthly Newsletter/Market Update #1 to Guest Visitor ([email protected]). Subject: Your Monthly Real Estate Update.
Guest Visitor Mar 18
10 months, …