Campaign Progress for Lenepa

Lenepa

Converted to Deal Mar 29, 2026
8x8 Buyer Lead

An 8-week campaign focused on converting a new buyer lead into an appointment.

0/8 completed
8
Total
0
Completed
4
Upcoming
Type Description Date Status Actions
Phone Call Day 0: IMMEDIATE call to new buyer lead {{client_full_name}} (from {{agent_name}} - Speed to Lead). Ask: 'Did I catch you at a bad time? I just wanted to check in about finding your dream home.' Mar 31 Scheduled
Email Day 1: Email the 'Ultimate Home Buyer's Guide' to {{client_email}}. Subject: Your Home Buyer's Guide. Apr 1 Scheduled
Phone Call Week 2: Call {{client_full_name}} to confirm their search criteria and set up on an MLS search. Ask: 'What specifically are you looking for?' Apr 7 Scheduled
SMS/Text Message Week 3: Text a relevant new listing ({{property_title}} at {{property_address}}) or open house info to {{client_phone}}. Apr 14 Scheduled
Email Week 4: Email article 'Top 3 Mortgage Mistakes to Avoid' to {{client_email}}. Subject: Important Mortgage Tips. Apr 21 Scheduled
Phone Call Week 5: Call {{client_full_name}} to discuss any viewed listings and their search progress. Offer to schedule a tour. Apr 28 Scheduled
SMS/Text Message Week 6: SMS check-in to {{client_phone}}: 'Seen any homes you'd like to tour this weekend?' May 5 Scheduled
Phone Call Week 8: Final 8x8 call to {{client_full_name}} to schedule a buyer consultation or tours. Offer to be their Realtor for life and ask for referrals. May 19 Scheduled
Type Description Date Status Actions
No touchpoints found
Type Description Date Status Actions
Email Week 4: Email article 'Top 3 Mortgage Mistakes to Avoid' to {{client_email}}. Subject: Important Mortgage Tips. Apr 21 Scheduled
Phone Call Week 5: Call {{client_full_name}} to discuss any viewed listings and their search progress. Offer to schedule a tour. Apr 28 Scheduled
SMS/Text Message Week 6: SMS check-in to {{client_phone}}: 'Seen any homes you'd like to tour this weekend?' May 5 Scheduled
Phone Call Week 8: Final 8x8 call to {{client_full_name}} to schedule a buyer consultation or tours. Offer to be their Realtor for life and ask for referrals. May 19 Scheduled
Type Description Date Status Actions
Phone Call Day 0: IMMEDIATE call to new buyer lead {{client_full_name}} (from {{agent_name}} - Speed to Lead). Ask: 'Did I catch you at a bad time? I just wanted to check in about finding your dream home.' Mar 31 Scheduled
Email Day 1: Email the 'Ultimate Home Buyer's Guide' to {{client_email}}. Subject: Your Home Buyer's Guide. Apr 1 Scheduled
Phone Call Week 2: Call {{client_full_name}} to confirm their search criteria and set up on an MLS search. Ask: 'What specifically are you looking for?' Apr 7 Scheduled
SMS/Text Message Week 3: Text a relevant new listing ({{property_title}} at {{property_address}}) or open house info to {{client_phone}}. Apr 14 Scheduled
Campaign Timeline
Phone Call

Day 0: IMMEDIATE call to new buyer lead {{client_full_name}} (from {{agent_name}} - Speed to Lead). Ask: 'Did I catch you at a bad time? I just wanted to check in about finding your dream home.'

Mar 31
Email

Day 1: Email the 'Ultimate Home Buyer's Guide' to {{client_email}}. Subject: Your Home Buyer's Guide.

Apr 1
Phone Call

Week 2: Call {{client_full_name}} to confirm their search criteria and set up on an MLS search. Ask: 'What specifically are you looking for?'

Apr 7
SMS/Text Message

Week 3: Text a relevant new listing ({{property_title}} at {{property_address}}) or open house info to {{client_phone}}.

Apr 14
Email

Week 4: Email article 'Top 3 Mortgage Mistakes to Avoid' to {{client_email}}. Subject: Important Mortgage Tips.

Apr 21
Phone Call

Week 5: Call {{client_full_name}} to discuss any viewed listings and their search progress. Offer to schedule a tour.

Apr 28
SMS/Text Message

Week 6: SMS check-in to {{client_phone}}: 'Seen any homes you'd like to tour this weekend?'

May 5
Phone Call

Week 8: Final 8x8 call to {{client_full_name}} to schedule a buyer consultation or tours. Offer to be their Realtor for life and ask for referrals.

May 19