Lead Details: Ben Carlos
B
Ben Carlos
Buying
Created 1 month ago
Status
Assigned Agent
Contact Info
Source
Simulation Script - linkedin_connect
Lead Score
--
Converted to Deal
Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Ben Carlos)
Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Ben Carlos)
MREA Campaign
Active Campaign
Campaign is running
Campaign Type
33 Touch - Client for Life
Started
March 19, 2026
Campaign Progress
15%
3
Touchpoints1
Responses85%
ScoreRelated Property
Coral Gables Chateau - 7BR/8BA Luxury Tax Haven
None
9,795,000 USD
Interaction Timeline
Note 📝
3 weeks, 3 days ago
Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.
Note 📝
4 weeks, 2 days ago
Lead status changed from 'Appointment Set' to 'Converted to Client (Nurture)'.
Note 📝
4 weeks, 2 days ago
MREA Campaign set to: 33 Touch - Client for Life
Note 📝
1 month ago
Lead status changed from 'New' to 'Appointment Set'.
Note 📝
1 month ago
Lead status changed from 'New' to 'Appointment Set'.
Note 📝
1 month ago
Lead status changed from 'Appointment Set' to 'Appointment Set'.
Note 📝
1 month ago
Lead status changed from 'Contacted' to 'Appointment Set'.
Note 📝
1 month ago
Lead status changed from 'New' to 'Contacted'.
Tasks & Follow-ups
-
Make Q2 check-in call with Ben Carlos.
June 17, 2026Prince Boitumelo -
Make Q3 check-in call with Ben Carlos.
Sept. 15, 2026Prince Boitumelo -
Make Q4 check-in call with Ben Carlos. Remind them: 'We appreciate your business & referrals.'
Dec. 19, 2026Prince Boitumelo -
Send Month 1 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Jan. 18, 2027Prince Boitumelo -
Send Month 2 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Feb. 17, 2027Prince Boitumelo -
Send Month 3 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
March 19, 2027Prince Boitumelo -
Send Month 4 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
April 18, 2027Prince Boitumelo -
Send Month 5 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
May 18, 2027Prince Boitumelo -
Send Month 6 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
June 17, 2027Prince Boitumelo -
Send Month 7 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
July 17, 2027Prince Boitumelo -
Send Month 8 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Aug. 16, 2027Prince Boitumelo -
Send Month 9 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Sept. 15, 2027Prince Boitumelo -
Send Month 10 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Oct. 15, 2027Prince Boitumelo -
Send Month 11 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Nov. 14, 2027Prince Boitumelo -
Send Month 12 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update.
Dec. 14, 2027Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Ben Carlos.
Jan. 11, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Ben Carlos.
Feb. 8, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Ben Carlos.
March 7, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Ben Carlos.
April 4, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Ben Carlos.
May 2, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Ben Carlos.
May 30, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Ben Carlos.
June 27, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Ben Carlos.
July 25, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Ben Carlos.
Aug. 22, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Ben Carlos.
Sept. 19, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Ben Carlos.
Oct. 17, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Ben Carlos.
Nov. 14, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Ben Carlos.
Dec. 12, 2028Prince Boitumelo -
Send invite for Summer Client Appreciation Event to Ben Carlos.
June 10, 2029Prince Boitumelo -
Send invite for Winter Holiday Event to Ben Carlos.
Dec. 12, 2029Prince Boitumelo -
ANNUAL: Send Birthday Card to Ben Carlos (check CRM for exact date: {{client_dob}}).
Jan. 11, 2030Prince Boitumelo -
ANNUAL: Make Home Anniversary Call to Ben Carlos for 8010 Ponce De Leon Rd (check CRM for exact date: {{property_close_date}}).
Feb. 10, 2030Prince Boitumelo -
Make Q1 check-in call with Ben Carlos. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
March 19, 2026Completed 4 weeks, 2 days agoPrince Boitumelo -
Consider Community Event Invitation - Ben Carlos
New lead: Ben Carlos. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-fir…
March 24, 2026Completed 3 weeks, 4 days agoPrince Boitumelo
Log New Interaction
Quick Tips
- Be specific about the outcome
- Note any objections or concerns
- Set follow-up dates for next contact
- Record any new information learned