Campaign Progress for Ali ali
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Ali ali

Campaign Progress for: Ad-Hoc Touchpoints

Ali ali

Campaign Progress for: Ad-Hoc Touchpoints

3% Complete
MREA Guide
1
Completed
35
Upcoming
0
Overdue
Make Q2 check-in call with ali.
Ali ali Jun 02
1 month, …
Make Q3 check-in call with ali.
Ali ali Aug 31
4 months, …
Make Q4 check-in call with ali. 'Just calling to say hi and see if you need anything!'
Ali ali Dec 04
7 months, …
Send Monthly Newsletter/Market Update #1 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Jan 03
8 months, …
Send Monthly Newsletter/Market Update #2 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Feb 02
9 months, …
Send Monthly Newsletter/Market Update #3 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Mar 04
10 months, …
Send Monthly Newsletter/Market Update #4 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Apr 03
11 months, …
Send Monthly Newsletter/Market Update #5 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali May 03
1 year
Send Monthly Newsletter/Market Update #6 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Jun 02
1 year, …
Send Monthly Newsletter/Market Update #7 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Jul 02
1 year, …
Send Monthly Newsletter/Market Update #8 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Aug 01
1 year, …
Send Monthly Newsletter/Market Update #9 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Aug 31
1 year, …
Send Monthly Newsletter/Market Update #10 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Sep 30
1 year, …
Send Monthly Newsletter/Market Update #11 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Oct 30
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to ali.
Ali ali Nov 29
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to ali.
Ali ali Dec 29
1 year, …
Send Monthly Newsletter/Market Update #12 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Jan 28
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to ali.
Ali ali Feb 27
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to ali.
Ali ali Mar 28
1 year, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to ali.
Ali ali Apr 27
2 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to ali.
Ali ali May 27
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to ali.
Ali ali Jun 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to ali.
Ali ali Jul 26
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to ali.
Ali ali Aug 25
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to ali.
Ali ali Sep 24
2 years, …
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to ali.
Ali ali Oct 24
2 years, …
Send invite for Mid-Year Client Appreciation Event to ali.
Ali ali Apr 22
3 years
Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to ali.
Ali ali May 22
3 years, …
Send invite for Holiday Client Appreciation Event to ali.
Ali ali Nov 23
3 years, …
ANNUAL: Send Birthday Card to ali (check CRM for exact date: N/A).
Ali ali Dec 23
3 years, …
ANNUAL: Make Home Anniversary Call to ali for 8010 Ponce De Leon Rd (check CRM for exact date: N/A).
Ali ali Jan 22
3 years, …
Engage with ali on social media (like, comment on recent post).
Ali ali Mar 23
3 years, …
Consider a pop-by to ali with a small, relevant gift (e.g., local bakery treat, branded item).
Ali ali May 22
4 years, …
Send personalized SMS check-in to None. 'Just wanted to say hi!'
Ali ali Jul 21
4 years, …
Send relevant local resource (e.g., new restaurant guide, local school info) via email to [email protected].
Ali ali Sep 19
4 years, …
No Overdue Tasks

Great work! You have no overdue touchpoints for this lead.

Make Q1 check-in call with ali. Ask: 'How are things going?'
Ali ali Mar 04
0 minutes
Make Q1 check-in call with ali. Ask: 'How are things going?'
Ali ali Mar 04
0 minutes
Make Q2 check-in call with ali.
Ali ali Jun 02
1 month, …
Make Q3 check-in call with ali.
Ali ali Aug 31
4 months, …
Make Q4 check-in call with ali. 'Just calling to say hi and see if you need anything!'
Ali ali Dec 04
7 months, …
Send Monthly Newsletter/Market Update #1 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Jan 03
8 months, …
Send Monthly Newsletter/Market Update #2 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Feb 02
9 months, …
Send Monthly Newsletter/Market Update #3 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Mar 04
10 months, …
Send Monthly Newsletter/Market Update #4 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Apr 03
11 months, …
Send Monthly Newsletter/Market Update #5 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali May 03
1 year
Send Monthly Newsletter/Market Update #6 to ali ([email protected]). Subject: Your Monthly Real Estate Update.
Ali ali Jun 02
1 year, …