33 Touch (Client for Life)
Campaign Summary
A year-long campaign for past clients and sphere of influence to generate repeat and referral business.
Configuration
- Preset Key:
- 33 Touch - Client for Life
- Target Category:
- N/A
- Last Updated:
- Mar 19, 2026 at 12:58 PM
- Created On:
- Mar 19, 2026 at 12:58 PM
Campaign Steps Overview Add Step
| Order | Days After Prev | Touch Type | Description | Template | Cost | Actions |
|---|---|---|---|---|---|---|
| 100 | 90 days | Make Phone Call | Make Q1 check-in call with {{client_full_name}}. Ask: 'How are you?' … | N/A | $0.00 |
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| 110 | 90 days | Make Phone Call | Make Q2 check-in call with {{client_full_name}}. | N/A | $0.00 |
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| 120 | 90 days | Make Phone Call | Make Q3 check-in call with {{client_full_name}}. | N/A | $0.00 |
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| 130 | 95 days | Make Phone Call | Make Q4 check-in call with {{client_full_name}}. Remind them: 'We app… | N/A | $0.00 |
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| 200 | 30 days | NEWSLETTER_SEND | Send Month 1 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 210 | 30 days | NEWSLETTER_SEND | Send Month 2 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 220 | 30 days | NEWSLETTER_SEND | Send Month 3 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 230 | 30 days | NEWSLETTER_SEND | Send Month 4 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 240 | 30 days | NEWSLETTER_SEND | Send Month 5 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 250 | 30 days | NEWSLETTER_SEND | Send Month 6 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 260 | 30 days | NEWSLETTER_SEND | Send Month 7 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 270 | 30 days | NEWSLETTER_SEND | Send Month 8 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 280 | 30 days | NEWSLETTER_SEND | Send Month 9 Market Update/Newsletter to {{client_full_name}} ({{clie… | N/A | $0.00 |
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| 290 | 30 days | NEWSLETTER_SEND | Send Month 10 Market Update/Newsletter to {{client_full_name}} ({{cli… | N/A | $0.00 |
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| 300 | 30 days | NEWSLETTER_SEND | Send Month 11 Market Update/Newsletter to {{client_full_name}} ({{cli… | N/A | $0.00 |
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| 310 | 30 days | NEWSLETTER_SEND | Send Month 12 Market Update/Newsletter to {{client_full_name}} ({{cli… | N/A | $0.00 |
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| 400 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 410 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 420 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 430 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 440 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 450 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 460 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 470 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 480 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 490 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 500 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 510 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 520 | 28 days | Send Direct Mail (Postcard/Letter) | Send bi-weekly item of value (e.g., postcard, sports schedule, home t… | N/A | $0.00 |
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| 600 | 180 days | EVENT_INVITATION | Send invite for Summer Client Appreciation Event to {{client_full_nam… | N/A | $0.00 |
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| 610 | 185 days | EVENT_INVITATION | Send invite for Winter Holiday Event to {{client_full_name}}. | N/A | $0.00 |
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| 700 | 30 days | Send Direct Mail (Postcard/Letter) | ANNUAL: Send Birthday Card to {{client_full_name}} (check CRM for exa… | N/A | $0.00 |
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| 710 | 30 days | Make Phone Call | ANNUAL: Make Home Anniversary Call to {{client_full_name}} for {{prop… | N/A | $0.00 |
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Campaign Execution Flow
Day 90: Make Q1 check-in call with {{client_full_name}}. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
Make Phone Call
Day 365: Make Q4 check-in call with {{client_full_name}}. Remind them: 'We appreciate your business & referrals.'
Make Phone Call
Day 395: Send Month 1 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 425: Send Month 2 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 455: Send Month 3 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 485: Send Month 4 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 515: Send Month 5 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 545: Send Month 6 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 575: Send Month 7 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 605: Send Month 8 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 635: Send Month 9 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 665: Send Month 10 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 695: Send Month 11 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 725: Send Month 12 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
NEWSLETTER_SEND
Day 753: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 781: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 809: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 837: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 865: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 893: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 921: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 949: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 977: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 1005: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 1033: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 1061: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 1089: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to {{client_full_name}}.
Send Direct Mail (Postcard/Letter)
Day 1269: Send invite for Summer Client Appreciation Event to {{client_full_name}}.
EVENT_INVITATION
Day 1484: ANNUAL: Send Birthday Card to {{client_full_name}} (check CRM for exact date: {{client_dob}}).
Send Direct Mail (Postcard/Letter)
Day 1514: ANNUAL: Make Home Anniversary Call to {{client_full_name}} for {{property_address}} (check CRM for exact date: {{property_close_date}}).
Make Phone Call
Total Estimated Campaign Cost: $0.00
Total Campaign Duration: 0 days