Wealth Ops
Second Brain
First-Year Program

Schmidt-Lee Household

Hannah Schmidt · HENRY · $221K · Vanguard

On TrackMedium riskAdvisor: Jordan Ellis · Ops: Marcus Trent
Experience score
89/100
30-Day ActivationDay 27 / target 30
Journey type
New Client
Next milestone
Advance to 90-Day Engagement
Due
2026-05-15
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-02-01
Notes
On cadence. Advance to 90-Day Engagement due 2026-05-15.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceMedium
Run Roth conversion analysis
Model conversion across remaining tax-bracket window. (Schmidt-Lee Household) · due 2026-08-15 · owner Jordan Ellis
Upcoming events (3)
9:30 AM
45m
Prospect Consult · Schmidt-Lee HouseholdGrowthMediumTier C
Prospect Consult·Jordan Ellis·prep needed
1Y
1:30 PM
25m
Client Check-In · Schmidt-Lee HouseholdServiceMediumTier C
Client Check-In·Jordan Ellis
1Y
10:30 AM
30m
Retention Outreach · Schmidt-Lee HouseholdRetentionMediumTier C
Retention Outreach·Jordan Ellis
1Y
Open work (1)
+95d
Planning Action
Run Roth conversion analysisServiceMediumTier C
Model conversion across remaining tax-bracket window. (Schmidt-Lee Household)
1Y

Milestones

  • Signed2026-02-03
  • KYC completed2026-02-06
  • Accounts opened2026-02-09
  • Transfer initiated2026-02-17
  • Funded2026-02-28
  • Welcome call2026-02-23
  • First plan delivered2026-03-05
  • 30-day review2026-03-05
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 5
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-04-11
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-04-14
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-25
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-27
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-29
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-06
  • 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 2026-02-23
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-05
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-19
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-22
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-02
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-06

Household journey brief

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