Campaign Progress for Ben Carlos
Ben Carlos
Converted to Deal
Mar 17, 2026
33 Touch (Client for Life)
A year-long campaign for past clients and sphere of influence to generate repeat and referral business.
33
Total
0
Completed
32
Upcoming
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| Phone Call | Make Q1 check-in call with {{client_full_name}}. Ask: 'How are you?' and 'Who do you know looking to buy/sell?' | Mar 19 | Scheduled | |
| Phone Call | Make Q2 check-in call with {{client_full_name}}. | Jun 17 | Scheduled | |
| Phone Call | Make Q3 check-in call with {{client_full_name}}. | Sep 15 | Scheduled | |
| Phone Call | Make Q4 check-in call with {{client_full_name}}. Remind them: 'We appreciate your business & referrals.' | Dec 19 | Scheduled | |
| Send Month 1 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jan 18 | Scheduled | ||
| Send Month 2 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Feb 17 | Scheduled | ||
| Send Month 3 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Mar 19 | Scheduled | ||
| Send Month 4 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Apr 18 | Scheduled | ||
| Send Month 5 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | May 18 | Scheduled | ||
| Send Month 6 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jun 17 | Scheduled |
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| No touchpoints found | ||||
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| Phone Call | Make Q2 check-in call with {{client_full_name}}. | Jun 17 | Scheduled | |
| Phone Call | Make Q3 check-in call with {{client_full_name}}. | Sep 15 | Scheduled | |
| Phone Call | Make Q4 check-in call with {{client_full_name}}. Remind them: 'We appreciate your business & referrals.' | Dec 19 | Scheduled | |
| Send Month 1 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jan 18 | Scheduled | ||
| Send Month 2 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Feb 17 | Scheduled | ||
| Send Month 3 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Mar 19 | Scheduled | ||
| Send Month 4 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Apr 18 | Scheduled | ||
| Send Month 5 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | May 18 | Scheduled | ||
| Send Month 6 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jun 17 | Scheduled | ||
| Send Month 7 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jul 17 | Scheduled | ||
| Send Month 8 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Aug 16 | Scheduled | ||
| Send Month 9 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Sep 15 | Scheduled | ||
| Send Month 10 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Oct 15 | Scheduled | ||
| Send Month 11 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Nov 14 | Scheduled | ||
| Send Month 12 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Dec 14 | Scheduled | ||
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to {{client_full_name}}. | Jan 11 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to {{client_full_name}}. | Feb 8 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to {{client_full_name}}. | Mar 7 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to {{client_full_name}}. | Apr 4 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to {{client_full_name}}. | May 2 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to {{client_full_name}}. | May 30 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to {{client_full_name}}. | Jun 27 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to {{client_full_name}}. | Jul 25 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to {{client_full_name}}. | Aug 22 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to {{client_full_name}}. | Sep 19 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to {{client_full_name}}. | Oct 17 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to {{client_full_name}}. | Nov 14 | Scheduled | |
| Direct Mail | Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to {{client_full_name}}. | Dec 12 | Scheduled | |
| Send invite for Summer Client Appreciation Event to {{client_full_name}}. | Jun 10 | Scheduled | ||
| Send invite for Winter Holiday Event to {{client_full_name}}. | Dec 12 | Scheduled | ||
| Direct Mail | ANNUAL: Send Birthday Card to {{client_full_name}} (check CRM for exact date: {{client_dob}}). | Jan 11 | Scheduled | |
| Phone Call | ANNUAL: Make Home Anniversary Call to {{client_full_name}} for {{property_address}} (check CRM for exact date: {{property_close_date}}). | Feb 10 | Scheduled |
Campaign Timeline
Phone Call
Make Q1 check-in call with {{client_full_name}}. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
Mar 19
Phone Call
Make Q2 check-in call with {{client_full_name}}.
Jun 17
Phone Call
Make Q3 check-in call with {{client_full_name}}.
Sep 15
Phone Call
Make Q4 check-in call with {{client_full_name}}. Remind them: 'We appreciate your business & referrals.'
Dec 19
Send Month 1 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Jan 18
Send Month 2 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Feb 17
Send Month 3 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Mar 19
Send Month 4 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Apr 18
Send Month 5 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
May 18
Send Month 6 Market Update/Newsletter to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Jun 17