Step Order in Campaign

Days After Previous Step (or Start if Step 1)

Type of Touchpoint --------- Send Email Make Phone Call Send SMS/Text Message Send Direct Mail (Postcard/Letter) Personal Visit / Pop-By Send Event Invitation Deliver/Send Item of Value Send Newsletter Send Market Report Social Media Interaction Internal Agent Task (e.g., Research) Other Custom Touch

Task Description for Agent (use {{placeholders}}) Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to {{client_full_name}}.

Associated Communication Template (if any)

Item of Value to Deliver/Send (if applicable) e.g. CMA, Neighborhood Report

Estimated Cost for this Touch (€)

Internal Notes/Instructions for Agent Performing Action