Campaign Progress for Rebecca Malefo
Rebecca Malefo
Standard 8x8 New Contact
An 8-week campaign to build rapport and convert a new general contact.
| 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 24 | Scheduled | |
| Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market]. | Apr 30 | 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}}). | May 7 | Scheduled | |
| Direct Mail | Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}. | May 14 | Scheduled | |
| Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report. | May 21 | 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 28 | Scheduled | |
| Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey. | Jun 4 | 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 11 | Scheduled |
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| No touchpoints found | ||||
| 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 24 | Scheduled | |
| Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market]. | Apr 30 | 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}}). | May 7 | Scheduled | |
| Direct Mail | Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}. | May 14 | Scheduled | |
| Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report. | May 21 | 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 28 | Scheduled | |
| Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey. | Jun 4 | 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 11 | Scheduled |
| Type | Description | Date | Status | Actions |
|---|---|---|---|---|
| No touchpoints found | ||||
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]?'
Week 2: Send 'Nice to connect' email with helpful local link/market stats to {{client_email}}. Subject: Quick Update on [Local Market].
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}}).
Direct Mail
Week 4: Mail a handwritten 'Thinking of You' note to {{client_full_name}} at {{property_address}}.
Week 5: Email a neighborhood-specific market report to {{client_email}}. Subject: Your Neighborhood Market Report.
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?'
Week 7: Send a helpful article (e.g., 'Tips for Buyers/Sellers') to {{client_email}}. Subject: Important Tips for Your Real Estate Journey.
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?'