Wealth Ops
Second Brain
First-Year Program

Müller Family

Lena Müller · Mass Affluent · $770K · Vanguard

On TrackLow riskAdvisor: Marcus Chen · Ops: Lena Park
Experience score
91/100
90-Day EngagementDay 16 / target 60
Journey type
New Client
Next milestone
Advance to 6-Month Review
Due
2026-06-25
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-11-01
Notes
On cadence. Advance to 6-Month Review due 2026-06-25.

Calendar & work orchestration

Tier B
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionServiceMedium
Build review packet
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Müller Family) · due 2026-05-09 · owner Marcus Chen
Upcoming events (3)
11:30 AM
25m
Client Check-In · Müller FamilyServiceMediumTier B
Client Check-In·Marcus Chen
1Y
1:30 PM
25m
Client Check-In · Müller FamilyServiceMediumTier B
Client Check-In·Marcus Chen
1Y
3:30 PM
30m
Retention Outreach · Müller FamilyRetentionMediumTier B
Retention Outreach·Marcus Chen
1Y
Open work (2)
1 overdue
-3d
Review Prep
Build review packetServiceMediumTier B
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Müller Family)
1Y3d
+7d
Service Outreach
Quarterly check-in noteServiceLowTier B
Send personal note + market context. (Müller Family)
1Y

Milestones

  • Signed2025-11-03
  • KYC completed2025-11-06
  • Accounts opened2025-11-09
  • Transfer initiated2025-11-16
  • Funded2025-11-26
  • Welcome call2025-11-24
  • First plan delivered2025-11-28
  • 30-day review2025-11-29
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-25
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-24
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-05-08
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-05
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-05
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-20
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-06
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-18
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-19
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-02
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-03

Household journey brief

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