Lead Details: Thabo Mbeki
T
Thabo Mbeki
Selling
Created 1 month ago
Status
Assigned Agent
Contact Info
Source
Simulation Script - linkedin_connect
Lead Score
--
Converted to Deal
Deal: General Inquiry (Thabo Mbeki)
Deal: General Inquiry (Thabo Mbeki)
MREA Campaign
Active Campaign
Campaign is running
Campaign Type
33 Touch - Client for Life
Started
March 25, 2026
Campaign Progress
15%
3
Touchpoints1
Responses85%
ScoreRelated Property
No specific property associated with this lead.
Interaction Timeline
Note 📝
3 weeks, 1 day ago
Lead status changed from 'Converted to Deal' to 'Converted to Client (Nurture)'.
Note 📝
3 weeks, 1 day ago
Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.
Note 📝
4 weeks, 1 day ago
Lead status changed from 'Appointment Set' to 'Qualified'.
Note 📝
4 weeks, 1 day ago
MREA Campaign set to: 33 Touch - Client for Life
Note 📝
4 weeks, 2 days ago
Lead status changed from 'Needs Analysis' to 'Appointment Set'.
Note 📝
1 month ago
Lead status changed from 'Contacted' to 'Needs Analysis'.
Note 📝
1 month ago
Lead status changed from 'New' to 'Contacted'.
Tasks & Follow-ups
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Make Q2 check-in call with Thabo Mbeki.
June 23, 2026Prince Boitumelo -
Make Q3 check-in call with Thabo Mbeki.
Sept. 21, 2026Prince Boitumelo -
Make Q4 check-in call with Thabo Mbeki. Remind them: 'We appreciate your business & referrals.'
Dec. 25, 2026Prince Boitumelo -
Send Month 1 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Jan. 24, 2027Prince Boitumelo -
Send Month 2 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Feb. 23, 2027Prince Boitumelo -
Send Month 3 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
March 25, 2027Prince Boitumelo -
Send Month 4 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
April 24, 2027Prince Boitumelo -
Send Month 5 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
May 24, 2027Prince Boitumelo -
Send Month 6 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
June 23, 2027Prince Boitumelo -
Send Month 7 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
July 23, 2027Prince Boitumelo -
Send Month 8 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Aug. 22, 2027Prince Boitumelo -
Send Month 9 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Sept. 21, 2027Prince Boitumelo -
Send Month 10 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Oct. 21, 2027Prince Boitumelo -
Send Month 11 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Nov. 20, 2027Prince Boitumelo -
Send Month 12 Market Update/Newsletter to Thabo Mbeki ([email protected]). Subject: Your Monthly Real Estate Update.
Dec. 20, 2027Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Thabo Mbeki.
Jan. 17, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Thabo Mbeki.
Feb. 14, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Thabo Mbeki.
March 13, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Thabo Mbeki.
April 10, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Thabo Mbeki.
May 8, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Thabo Mbeki.
June 5, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Thabo Mbeki.
July 3, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Thabo Mbeki.
July 31, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Thabo Mbeki.
Aug. 28, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Thabo Mbeki.
Sept. 25, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Thabo Mbeki.
Oct. 23, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Thabo Mbeki.
Nov. 20, 2028Prince Boitumelo -
Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Thabo Mbeki.
Dec. 18, 2028Prince Boitumelo -
Send invite for Summer Client Appreciation Event to Thabo Mbeki.
June 16, 2029Prince Boitumelo -
Send invite for Winter Holiday Event to Thabo Mbeki.
Dec. 18, 2029Prince Boitumelo -
ANNUAL: Send Birthday Card to Thabo Mbeki (check CRM for exact date: {{client_dob}}).
Jan. 17, 2030Prince Boitumelo -
ANNUAL: Make Home Anniversary Call to Thabo Mbeki for General Inquiry (check CRM for exact date: {{property_close_date}}).
Feb. 16, 2030Prince Boitumelo -
Make Q1 check-in call with Thabo Mbeki. Ask: 'How are you?' and 'Who do you know looking to buy/sell?'
March 25, 2026Completed 4 weeks, 1 day agoPrince Boitumelo -
Consider Community Event Invitation - Thabo Mbeki
New lead: Thabo Mbeki. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-fi…
March 27, 2026Completed 4 weeks 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