Lead Details: Thabo Mbeki

T

Thabo Mbeki

Mbeki real estate [email protected] 0756326593
Converted to Client (Nurture) Selling
Score: 0/100
Lead Since
Mar 20, 2026
Fri, 10:33 AM
Quick Actions
Send Email Call Lead Schedule New Task
Client Record Active

This lead is being nurtured in Agent OS

View Client Details
MREA Campaign
33 Touch - Client for Life
7 of 20 touchpoints completed (example) View Full Progress
Lead Engagement Hub
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Related Deal
Deal: General Inquiry (Thabo Mbeki)
Lost ❌
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Contact Information
Company & Location
Mbeki real estate
+27
Email Addresses
Main [email protected]
Phone Numbers
Main 0756326593
Lead Source
Simulation Script - linkedin_connect
Assigned Agent
Prince Boitumelo
Lead Details
Created Date
March 20, 2026 at 10:33 AM
Next Follow-up
March 25, 2026 at 12:00 AM
Interactions
7 total
Notes

Drop off intro. Latter, personal brochure, market report and business card.

Activity Timeline
Note 📝
Apr 01, 2026 • 1:50 PM
• Guest Visitor

Lead status changed from 'Converted to Deal' to 'Converted to Client (Nurture)'.

Note 📝
Apr 01, 2026 • 1:46 PM
• Guest Visitor

Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.

Note 📝
Mar 25, 2026 • 7:22 AM
• Guest Visitor

Lead status changed from 'Appointment Set' to 'Qualified'.

Note 📝
Mar 25, 2026 • 7:21 AM
• Guest Visitor

MREA Campaign set to: 33 Touch - Client for Life

Note 📝
Mar 24, 2026 • 12:56 PM
• Guest Visitor

Lead status changed from 'Needs Analysis' to 'Appointment Set'.

Note 📝
Mar 22, 2026 • 5:29 AM
• Guest Visitor

Lead status changed from 'Contacted' to 'Needs Analysis'.

Note 📝
Mar 21, 2026 • 8:05 AM
• Guest Visitor

Lead status changed from 'New' to 'Contacted'.

Task: Make Q2 check-in call with Thabo Mbeki. Medium 🔸
Due: Jun 23, 2026
• Assigned: Prince Boitumelo
Task: Make Q3 check-in call with Thabo Mbeki. Medium 🔸
Due: Sep 21, 2026
• Assigned: Prince Boitumelo
Task: Make Q4 check-in call with Thabo Mbeki. Remind them: 'We appreciate your business & referrals.' Medium 🔸
Due: Dec 25, 2026
• Assigned: Prince Boitumelo
Task: Send Month 1 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Jan 24, 2027
• Assigned: Prince Boitumelo
Task: Send Month 2 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Feb 23, 2027
• Assigned: Prince Boitumelo
Task: Send Month 3 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Mar 25, 2027
• Assigned: Prince Boitumelo
Task: Send Month 4 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Apr 24, 2027
• Assigned: Prince Boitumelo
Task: Send Month 5 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: May 24, 2027
• Assigned: Prince Boitumelo
Task: Send Month 6 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Jun 23, 2027
• Assigned: Prince Boitumelo
Task: Send Month 7 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Jul 23, 2027
• Assigned: Prince Boitumelo
Task: Send Month 8 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Aug 22, 2027
• Assigned: Prince Boitumelo
Task: Send Month 9 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Sep 21, 2027
• Assigned: Prince Boitumelo
Task: Send Month 10 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Oct 21, 2027
• Assigned: Prince Boitumelo
Task: Send Month 11 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Nov 20, 2027
• Assigned: Prince Boitumelo
Task: Send Month 12 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸
Due: Dec 20, 2027
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Thabo Mbeki. Medium 🔸
Due: Jan 17, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Thabo Mbeki. Medium 🔸
Due: Feb 14, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Thabo Mbeki. Medium 🔸
Due: Mar 13, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Thabo Mbeki. Medium 🔸
Due: Apr 10, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Thabo Mbeki. Medium 🔸
Due: May 08, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Thabo Mbeki. Medium 🔸
Due: Jun 05, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Thabo Mbeki. Medium 🔸
Due: Jul 03, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Thabo Mbeki. Medium 🔸
Due: Jul 31, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Thabo Mbeki. Medium 🔸
Due: Aug 28, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Thabo Mbeki. Medium 🔸
Due: Sep 25, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Thabo Mbeki. Medium 🔸
Due: Oct 23, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Thabo Mbeki. Medium 🔸
Due: Nov 20, 2028
• Assigned: Prince Boitumelo
Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Thabo Mbeki. Medium 🔸
Due: Dec 18, 2028
• Assigned: Prince Boitumelo
Task: Send invite for Summer Client Appreciation Event to Thabo Mbeki. Medium 🔸
Due: Jun 16, 2029
• Assigned: Prince Boitumelo
Task: Send invite for Winter Holiday Event to Thabo Mbeki. Medium 🔸
Due: Dec 18, 2029
• Assigned: Prince Boitumelo
Task: ANNUAL: Send Birthday Card to Thabo Mbeki (check CRM for exact date: {{client_dob}}). Medium 🔸
Due: Jan 17, 2030
• Assigned: Prince Boitumelo
Task: ANNUAL: Make Home Anniversary Call to Thabo Mbeki for General Inquiry (check CRM for exact date: {{property_close_date}}). Medium 🔸
Due: Feb 16, 2030
• Assigned: Prince Boitumelo
Task: Make Q1 check-in call with Thabo Mbeki. Ask: 'How are you?' and 'Who do you know looking to buy/sell?' Completed
Due: Mar 25, 2026
• Assigned: Prince Boitumelo
Task: Consider Community Event Invitation - Thabo Mbeki Completed
Due: Mar 27, 2026
• Assigned: Prince Boitumelo

New lead: Thabo Mbeki. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-first approach. Check upcoming events and send a personal invitation if appropriate.

Activity & Communication Hub
Note 📝 3 weeks ago

Lead status changed from 'Converted to Deal' to 'Converted to Client (Nurture)'.

Guest Visitor
Note 📝 3 weeks ago

Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.

Guest Visitor
Note 📝 4 weeks, 1 day ago

Lead status changed from 'Appointment Set' to 'Qualified'.

Guest Visitor
Note 📝 4 weeks, 1 day ago

MREA Campaign set to: 33 Touch - Client for Life

Guest Visitor
Note 📝 4 weeks, 1 day ago

Lead status changed from 'Needs Analysis' to 'Appointment Set'.

Guest Visitor
Note 📝 1 month ago

Lead status changed from 'Contacted' to 'Needs Analysis'.

Guest Visitor
Note 📝 1 month ago

Lead status changed from 'New' to 'Contacted'.

Guest Visitor
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