Campaign Progress for Lebogang Dichaba
Lebogang Dichaba
Converted to Deal
Mar 23, 2026
36 Touch (Client for Life - Enhanced)
An enhanced year-long campaign for past clients and sphere of influence, including more varied touches.
36
Total
0
Completed
35
Upcoming
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| Phone Call | Make Q1 check-in call with {{client_full_name}}. Ask: 'How are things going?' | Apr 9 | Scheduled | |
| Phone Call | Make Q2 check-in call with {{client_full_name}}. | Jul 8 | Scheduled | |
| Phone Call | Make Q3 check-in call with {{client_full_name}}. | Oct 6 | Scheduled | |
| Phone Call | Make Q4 check-in call with {{client_full_name}}. 'Just calling to say hi and see if you need anything!' | Jan 9 | Scheduled | |
| Send Monthly Newsletter/Market Update #1 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Feb 8 | Scheduled | ||
| Send Monthly Newsletter/Market Update #2 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Mar 10 | Scheduled | ||
| Send Monthly Newsletter/Market Update #3 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Apr 9 | Scheduled | ||
| Send Monthly Newsletter/Market Update #4 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | May 9 | Scheduled | ||
| Send Monthly Newsletter/Market Update #5 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jun 8 | Scheduled | ||
| Send Monthly Newsletter/Market Update #6 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jul 8 | 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}}. | Jul 8 | Scheduled | |
| Phone Call | Make Q3 check-in call with {{client_full_name}}. | Oct 6 | Scheduled | |
| Phone Call | Make Q4 check-in call with {{client_full_name}}. 'Just calling to say hi and see if you need anything!' | Jan 9 | Scheduled | |
| Send Monthly Newsletter/Market Update #1 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Feb 8 | Scheduled | ||
| Send Monthly Newsletter/Market Update #2 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Mar 10 | Scheduled | ||
| Send Monthly Newsletter/Market Update #3 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Apr 9 | Scheduled | ||
| Send Monthly Newsletter/Market Update #4 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | May 9 | Scheduled | ||
| Send Monthly Newsletter/Market Update #5 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jun 8 | Scheduled | ||
| Send Monthly Newsletter/Market Update #6 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Jul 8 | Scheduled | ||
| Send Monthly Newsletter/Market Update #7 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Aug 7 | Scheduled | ||
| Send Monthly Newsletter/Market Update #8 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Sep 6 | Scheduled | ||
| Send Monthly Newsletter/Market Update #9 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Oct 6 | Scheduled | ||
| Send Monthly Newsletter/Market Update #10 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Nov 5 | Scheduled | ||
| Send Monthly Newsletter/Market Update #11 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Dec 5 | Scheduled | ||
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #1 to {{client_full_name}}. | Jan 4 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #2 to {{client_full_name}}. | Feb 3 | Scheduled | |
| Send Monthly Newsletter/Market Update #12 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update. | Mar 4 | Scheduled | ||
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #3 to {{client_full_name}}. | Apr 3 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #4 to {{client_full_name}}. | May 3 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #5 to {{client_full_name}}. | Jun 2 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #6 to {{client_full_name}}. | Jul 2 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #7 to {{client_full_name}}. | Aug 1 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #8 to {{client_full_name}}. | Aug 31 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #9 to {{client_full_name}}. | Sep 30 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #10 to {{client_full_name}}. | Oct 30 | Scheduled | |
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #11 to {{client_full_name}}. | Nov 29 | Scheduled | |
| Send invite for Mid-Year Client Appreciation Event to {{client_full_name}}. | May 28 | Scheduled | ||
| Direct Mail | Mail item of value (e.g., local events calendar, school schedule, recipe card, home maintenance tip) #12 to {{client_full_name}}. | Jun 27 | Scheduled | |
| Send invite for Holiday Client Appreciation Event to {{client_full_name}}. | Dec 29 | Scheduled | ||
| Direct Mail | ANNUAL: Send Birthday Card to {{client_full_name}} (check CRM for exact date: {{client_dob}}). | Jan 28 | Scheduled | |
| Phone Call | ANNUAL: Make Home Anniversary Call to {{client_full_name}} for {{property_address}} (check CRM for exact date: {{property_close_date}}). | Feb 27 | Scheduled | |
| Engage with {{client_first_name}} on social media (like, comment on recent post). | Apr 28 | Scheduled | ||
| Consider a pop-by to {{client_full_name}} with a small, relevant gift (e.g., local bakery treat, branded item). | Jun 27 | Scheduled | ||
| SMS/Text Message | Send personalized SMS check-in to {{client_phone}}. 'Just wanted to say hi!' | Aug 26 | Scheduled | |
| Send relevant local resource (e.g., new restaurant guide, local school info) via email to {{client_email}}. | Oct 25 | Scheduled |
Campaign Timeline
Phone Call
Make Q1 check-in call with {{client_full_name}}. Ask: 'How are things going?'
Apr 9
Phone Call
Make Q2 check-in call with {{client_full_name}}.
Jul 8
Phone Call
Make Q3 check-in call with {{client_full_name}}.
Oct 6
Phone Call
Make Q4 check-in call with {{client_full_name}}. 'Just calling to say hi and see if you need anything!'
Jan 9
Send Monthly Newsletter/Market Update #1 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Feb 8
Send Monthly Newsletter/Market Update #2 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Mar 10
Send Monthly Newsletter/Market Update #3 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Apr 9
Send Monthly Newsletter/Market Update #4 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
May 9
Send Monthly Newsletter/Market Update #5 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Jun 8
Send Monthly Newsletter/Market Update #6 to {{client_full_name}} ({{client_email}}). Subject: Your Monthly Real Estate Update.
Jul 8