Wealth Ops
Second Brain
First-Year Program

Whitaker Family

Eleanor Whitaker · HNW · $8.45M · Schwab

On TrackMedium riskAdvisor: Marcus Chen · Ops: Sarah K.
Experience score
82/100
Onboarding StartedDay 3 / target 3
Journey type
Digital Low-Touch
Next milestone
Advance to KYC / Account Setup
Due
2026-05-12
Marketing sequence
Welcome — Mass Affluent
Started
2025-12-12
Notes
On cadence. Advance to KYC / Account Setup due 2026-05-12.

Calendar & work orchestration

Tier A
WG1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionGrowthHigh
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Whitaker Family) · due 2026-07-06 · owner Marcus Chen
Upcoming events (2)
9:00 AM
60m
Review Meeting · Whitaker FamilyServiceHighTier A
Review Meeting·Marcus Chen·prep needed
WG
1:00 PM
60m
Review Meeting · Whitaker FamilyServiceHighTier A
Review Meeting·Marcus Chen·prep needed
WG
Open work (1)
+55d
Task
Send proposal to prospectGrowthHighTier A
Tailor proposal deck and pricing schedule. (Whitaker Family)
WG

Milestones

  • Signed2025-12-14
  • KYC completed2025-12-17
  • Accounts opened2025-12-22
  • Transfer initiated2025-12-23
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 1
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    Automated2026-05-21
Completed · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-27
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-27
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-05-12

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.