Campaign Progress for Lerato Mhlakza
Lerato Mhlakza
8x8 Buyer Lead
An 8-week campaign focused on converting a new buyer lead into an appointment.
| 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.' | Apr 17 | Scheduled | |
| Day 1: Email the 'Ultimate Home Buyer's Guide' to {{client_email}}. Subject: Your Home Buyer's Guide. | Apr 18 | 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 24 | Scheduled | |
| SMS/Text Message | Week 3: Text a relevant new listing ({{property_title}} at {{property_address}}) or open house info to {{client_phone}}. | May 1 | Scheduled | |
| Week 4: Email article 'Top 3 Mortgage Mistakes to Avoid' to {{client_email}}. Subject: Important Mortgage Tips. | May 8 | Scheduled | ||
| Phone Call | Week 5: Call {{client_full_name}} to discuss any viewed listings and their search progress. Offer to schedule a tour. | May 15 | Scheduled | |
| SMS/Text Message | Week 6: SMS check-in to {{client_phone}}: 'Seen any homes you'd like to tour this weekend?' | May 22 | 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. | Jun 5 | Scheduled |
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| No touchpoints found | ||||
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| Day 1: Email the 'Ultimate Home Buyer's Guide' to {{client_email}}. Subject: Your Home Buyer's Guide. | Apr 18 | 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 24 | Scheduled | |
| SMS/Text Message | Week 3: Text a relevant new listing ({{property_title}} at {{property_address}}) or open house info to {{client_phone}}. | May 1 | Scheduled | |
| Week 4: Email article 'Top 3 Mortgage Mistakes to Avoid' to {{client_email}}. Subject: Important Mortgage Tips. | May 8 | Scheduled | ||
| Phone Call | Week 5: Call {{client_full_name}} to discuss any viewed listings and their search progress. Offer to schedule a tour. | May 15 | Scheduled | |
| SMS/Text Message | Week 6: SMS check-in to {{client_phone}}: 'Seen any homes you'd like to tour this weekend?' | May 22 | 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. | Jun 5 | 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.'
Day 1: Email the 'Ultimate Home Buyer's Guide' to {{client_email}}. Subject: Your Home Buyer's Guide.
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?'
SMS/Text Message
Week 3: Text a relevant new listing ({{property_title}} at {{property_address}}) or open house info to {{client_phone}}.
Week 4: Email article 'Top 3 Mortgage Mistakes to Avoid' to {{client_email}}. Subject: Important Mortgage Tips.
Phone Call
Week 5: Call {{client_full_name}} to discuss any viewed listings and their search progress. Offer to schedule a tour.
SMS/Text Message
Week 6: SMS check-in to {{client_phone}}: 'Seen any homes you'd like to tour this weekend?'
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.