Conversion & Routing
Lead → consultation → signed → funded. See where households stall, which sources turn into funded assets, and how leads route to the right advisor pod.
Conversion funnel · All
Tap a stage to see stalled householdsLead41 households
41
Lead → Qualified · 49% convert
Qualified lead20 households
20
Qualified → Consultation · 75% convert
Consultation15 households
15
Consultation → Signed · 93% convert
Signed14 households
14
Signed → Funded · 36% convert
Funded5 households
5
95 households · expected funded assets $76,238,043
New leads vs funded households · monthly
The gap between the two lines is the stage-aging backlog moving through consultation, signed, and funding.
Diagnose stage aging and funded conversion
Where households are stalling between lead, consultation, signed, and funded — and what to do this week.
Lead routing rules
How qualified leads route to advisor pods by segment, AUM, and complexity.
- IFSegment = Mass Affluent AND expected AUM < $500k→Core Pod (Marcus Chen, Jordan Ellis)High-volume digital servicing model best suited for this segment.
- IFSegment = HENRY AND no equity-comp complexity→Digital Pod (Samir Patel)Scalable planning-first relationships with automated touchpoints.
- IFSegment = HENRY AND equity-comp / business-owner flag→Core Pod (Jordan Ellis)Requires hands-on tax planning around RSU vesting and exits.
- IFAUM $500k–$2M→Advisory Pod Beta (Diana Volkov)Mid-market HNW relationships with moderate complexity.
- IFAUM > $2M OR complexity tag (estate, business sale, multi-gen)→Advisory Pod Alpha (Priya Raman)Deep planning bench for complex multi-generational wealth.
- IFAssigned advisor capacity = High→Reroute to next available pod-mate; flag to Head of Ops.Protect service quality and SLA adherence.