Eldridge Household

Beatriz Eldridge · UHNW · $35.12M · Schwab

Off TrackHigh riskAdvisor: Aisha Okafor · Ops: Jamal O.

Experience score

45/100

FundedDay 5 / target 3 · overdue

Journey type

Planning-Only

Next milestone

Advance to 30-Day Activation

Due

2026-05-10

Marketing sequence

Welcome — Mass Affluent

Started

2026-02-11

Notes

Advance to 30-Day Activation blocked — see exceptions. Advisor outreach overdue 2d.

Calendar & work orchestration

Tier A

WGAt-Risk1Y

Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal

Next best actionRetentionCritical

Re-engagement call

Personal advisor outreach — low portal engagement. (Eldridge Household) · due 2026-05-17 · owner Aisha Okafor

Upcoming events (1)

2:00 PM

45m

White-Glove Touch · Eldridge HouseholdServiceCriticalTier A

White-Glove Touch·Aisha Okafor·prep needed

WGAt-Risk

Open work (2)

1 overdue

+5d

Service Outreach

Re-engagement callRetentionCriticalTier A

Personal advisor outreach — low portal engagement. (Eldridge Household)

WGAt-Risk

-9d

Reminder

Update CRM with meeting outcomeOperationsCriticalTier A

Log notes and next steps in CRM. (Eldridge Household)

WGAt-Risk9d

Milestones

Signed2026-02-13
KYC completed2026-02-18
Accounts opened2026-02-19
Transfer initiated2026-02-24
Funded2026-03-12
Welcome call2026-03-03
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Scheduled · 4

Allocation complete email
email · Advisor · goal: Confirm trade-to-target
Hybrid2026-05-04
30-day check-in
advisor call · Advisor · goal: Surface questions, confirm engagement
Manual2026-05-18
First plan delivery
meeting · Advisor · goal: Walk through first plan
Manual2026-05-21
Education drip — basics
content drip · Marketing · goal: Drive portal engagement
Automated2026-05-20

Completed · 7

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-17
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-12
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-03-31
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-12
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-04-27
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-04-24
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2026-05-10

Household journey brief

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