Campaign Progress for Ben Carlos
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Ben Carlos

Campaign Progress for: 33 Touch (Client for Life)

Ben Carlos

Campaign Progress for: 33 Touch (Client for Life)

0% Complete
MREA Guide
0
Completed
32
Upcoming
1
Overdue
Make Q2 check-in call with Ben Carlos.
Ben Carlos Jun 17 33 Touch (Client for Life)
1 month, …
Make Q3 check-in call with Ben Carlos.
Ben Carlos Sep 15 33 Touch (Client for Life)
4 months, …
Make Q4 check-in call with Ben Carlos. Remind them: 'We appreciate your business & referrals.'
Ben Carlos Dec 19 33 Touch (Client for Life)
8 months
Send Month 1 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Jan 18 33 Touch (Client for Life)
8 months, …
Send Month 2 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Feb 17 33 Touch (Client for Life)
9 months, …
Send Month 3 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Mar 19 33 Touch (Client for Life)
11 months
Send Month 4 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Apr 18 33 Touch (Client for Life)
11 months, …
Send Month 5 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos May 18 33 Touch (Client for Life)
1 year
Send Month 6 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Jun 17 33 Touch (Client for Life)
1 year, …
Send Month 7 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Jul 17 33 Touch (Client for Life)
1 year, …
Send Month 8 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Aug 16 33 Touch (Client for Life)
1 year, …
Send Month 9 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Sep 15 33 Touch (Client for Life)
1 year, …
Send Month 10 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Oct 15 33 Touch (Client for Life)
1 year, …
Send Month 11 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Nov 14 33 Touch (Client for Life)
1 year, …
Send Month 12 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Dec 14 33 Touch (Client for Life)
1 year, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Ben Carlos.
Ben Carlos Jan 11 33 Touch (Client for Life)
1 year, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Ben Carlos.
Ben Carlos Feb 08 33 Touch (Client for Life)
1 year, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Ben Carlos.
Ben Carlos Mar 07 33 Touch (Client for Life)
1 year, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Ben Carlos.
Ben Carlos Apr 04 33 Touch (Client for Life)
1 year, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Ben Carlos.
Ben Carlos May 02 33 Touch (Client for Life)
2 years
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Ben Carlos.
Ben Carlos May 30 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Ben Carlos.
Ben Carlos Jun 27 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Ben Carlos.
Ben Carlos Jul 25 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Ben Carlos.
Ben Carlos Aug 22 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Ben Carlos.
Ben Carlos Sep 19 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Ben Carlos.
Ben Carlos Oct 17 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Ben Carlos.
Ben Carlos Nov 14 33 Touch (Client for Life)
2 years, …
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Ben Carlos.
Ben Carlos Dec 12 33 Touch (Client for Life)
2 years, …
Send invite for Summer Client Appreciation Event to Ben Carlos.
Ben Carlos Jun 10 33 Touch (Client for Life)
3 years, …
Send invite for Winter Holiday Event to Ben Carlos.
Ben Carlos Dec 12 33 Touch (Client for Life)
3 years, …
ANNUAL: Send Birthday Card to Ben Carlos (check CRM for exact date: {{client_dob}}).
Ben Carlos Jan 11 33 Touch (Client for Life)
3 years, …
ANNUAL: Make Home Anniversary Call to Ben Carlos for 8010 Ponce De Leon Rd (check CRM for exact date: {{property_close_date}}).
Ben Carlos Feb 10 33 Touch (Client for Life)
3 years, …
Make Q1 check-in call with Ben Carlos. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
Ben Carlos Mar 19 33 Touch (Client for Life)
0 minutes
No Completed History

No touchpoints have been completed for this campaign yet.

Make Q1 check-in call with Ben Carlos. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
Ben Carlos Mar 19 33 Touch (Client for Life)
0 minutes
Make Q2 check-in call with Ben Carlos.
Ben Carlos Jun 17 33 Touch (Client for Life)
1 month, …
Make Q3 check-in call with Ben Carlos.
Ben Carlos Sep 15 33 Touch (Client for Life)
4 months, …
Make Q4 check-in call with Ben Carlos. Remind them: 'We appreciate your business & referrals.'
Ben Carlos Dec 19 33 Touch (Client for Life)
8 months
Send Month 1 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Jan 18 33 Touch (Client for Life)
8 months, …
Send Month 2 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Feb 17 33 Touch (Client for Life)
9 months, …
Send Month 3 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Mar 19 33 Touch (Client for Life)
11 months
Send Month 4 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Apr 18 33 Touch (Client for Life)
11 months, …
Send Month 5 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos May 18 33 Touch (Client for Life)
1 year
Send Month 6 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Ben Carlos Jun 17 33 Touch (Client for Life)
1 year, …