Standard 8x8 New Contact
Campaign Summary
An 8-week campaign to build rapport and convert a new general contact.
Configuration
- Preset Key:
- 8x8 General Contact
- Target Category:
- N/A
- Last Updated:
- Mar 22, 2026 at 5:31 AM
- Created On:
- Mar 22, 2026 at 5:31 AM
Campaign Steps Overview Add Step
| Order | Days After Prev | Touch Type | Description | Template | Cost | Actions |
|---|---|---|---|---|---|---|
| 10 | 1 days | Make Phone Call | Week 1: Initial introductory call to {{client_full_name}} (from {{age… | N/A | $0.00 |
|
| 20 | 6 days | Send Email | Week 2: Send 'Nice to connect' email with helpful local link/market s… | N/A | $0.00 |
|
| 30 | 7 days | Send SMS/Text Message | Week 3: Send a value-add SMS to {{client_phone}} (e.g., local event, … | N/A | $0.00 |
|
| 40 | 7 days | Send Direct Mail (Postcard/Letter) | Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_na… | N/A | $0.00 |
|
| 50 | 7 days | Send Email | Week 5: Email a neighborhood-specific market report to {{client_email… | N/A | $0.00 |
|
| 60 | 7 days | Make Phone Call | Week 6: Call {{client_full_name}} to discuss the market report and ch… | N/A | $0.00 |
|
| 70 | 7 days | Send Email | Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {… | N/A | $0.00 |
|
| 80 | 7 days | Make Phone Call | Week 8: Final 8x8 call to {{client_full_name}} to assess needs and tr… | N/A | $0.00 |
|
Campaign Execution Flow
Day 1: Week 1: Initial introductory call to {{client_full_name}} (from {{agent_name}}). Ask: 'How are you?' and 'Did you receive the [item sent previously]?'
Make Phone Call
Day 7: Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market].
Send Email
Day 14: Week 3: Send a value-add SMS to {{client_phone}} (e.g., local event, market tip, or new listing in {{property_address}}).
Send SMS/Text Message
Day 21: Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}.
Send Direct Mail (Postcard/Letter)
Day 28: Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report.
Send Email
Day 35: Week 6: Call {{client_full_name}} to discuss the market report and check for questions. Ask: 'Did you have any questions about the report?'
Make Phone Call
Day 42: Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey.
Send Email
Day 49: Week 8: Final 8x8 call to {{client_full_name}} to assess needs and transition to a long-term nurture plan. Remind them: 'I hope to be your Realtor for life. Who do you know looking to buy or sell?'
Make Phone Call
Total Estimated Campaign Cost: $0.00
Total Campaign Duration: 0 days