Campaign Progress for Rethabile Moseki

Rethabile Moseki

Converted to Client (Nurture) Apr 17, 2026
Standard 8x8 New Contact

An 8-week campaign to build rapport and convert a new general contact.

0/8 completed
8
Total
0
Completed
7
Upcoming
Type Description Date Status Actions
Phone Call Week 1: Initial introductory call to {{client_full_name}} (from {{agent_name}}). Ask: 'How are you?' and 'Did you receive the [item sent previously]?' Apr 17 Scheduled
Email Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market]. Apr 23 Scheduled
SMS/Text Message Week 3: Send a value-add SMS to {{client_phone}} (e.g., local event, market tip, or new listing in {{property_address}}). Apr 30 Scheduled
Direct Mail Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}. May 7 Scheduled
Email Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report. May 14 Scheduled
Phone Call Week 6: Call {{client_full_name}} to discuss the market report and check for questions. Ask: 'Did you have any questions about the report?' May 21 Scheduled
Email Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey. May 28 Scheduled
Phone Call Week 8: Final 8x8 call to {{client_full_name}} to assess needs and transition to a long-term nurture plan. Remind them: 'I hope to be your Realtor for life. Who do you know looking to buy or sell?' Jun 4 Scheduled
Type Description Date Status Actions
No touchpoints found
Type Description Date Status Actions
Email Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market]. Apr 23 Scheduled
SMS/Text Message Week 3: Send a value-add SMS to {{client_phone}} (e.g., local event, market tip, or new listing in {{property_address}}). Apr 30 Scheduled
Direct Mail Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}. May 7 Scheduled
Email Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report. May 14 Scheduled
Phone Call Week 6: Call {{client_full_name}} to discuss the market report and check for questions. Ask: 'Did you have any questions about the report?' May 21 Scheduled
Email Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey. May 28 Scheduled
Phone Call Week 8: Final 8x8 call to {{client_full_name}} to assess needs and transition to a long-term nurture plan. Remind them: 'I hope to be your Realtor for life. Who do you know looking to buy or sell?' Jun 4 Scheduled
Type Description Date Status Actions
Phone Call Week 1: Initial introductory call to {{client_full_name}} (from {{agent_name}}). Ask: 'How are you?' and 'Did you receive the [item sent previously]?' Apr 17 Scheduled
Campaign Timeline
Phone Call

Week 1: Initial introductory call to {{client_full_name}} (from {{agent_name}}). Ask: 'How are you?' and 'Did you receive the [item sent previously]?'

Apr 17
Email

Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market].

Apr 23
SMS/Text Message

Week 3: Send a value-add SMS to {{client_phone}} (e.g., local event, market tip, or new listing in {{property_address}}).

Apr 30
Direct Mail

Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}.

May 7
Email

Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report.

May 14
Phone Call

Week 6: Call {{client_full_name}} to discuss the market report and check for questions. Ask: 'Did you have any questions about the report?'

May 21
Email

Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey.

May 28
Phone Call

Week 8: Final 8x8 call to {{client_full_name}} to assess needs and transition to a long-term nurture plan. Remind them: 'I hope to be your Realtor for life. Who do you know looking to buy or sell?'

Jun 4