First-Year ProgramService expectation: Digital cadence + advisor touch on milestone events
Kovalenko Household
Iryna Kovalenko · HENRY · $290K · Schwab
On TrackLow riskAdvisor: Samir Patel · Ops: Jamal O.
Experience score
83/100
Onboarding StartedDay 1 / target 3
Journey type
New Client
Next milestone
Advance to KYC / Account Setup
Due
2026-05-14
Marketing sequence
Welcome — HNW Transfer
Started
2026-02-09
Notes
On cadence. Advance to KYC / Account Setup due 2026-05-14.
Calendar & work orchestration
Tier C Next best actionComplianceMedium
Trusted contact form
Request and file trusted-contact form. (Kovalenko Household) · due 2026-05-10 · owner Samir Patel
Upcoming events (0)
No scheduled meetings.
Open work (5)
1 overdue-2d
Document Collection
Request and file trusted-contact form. (Kovalenko Household)
1Y2d
+1d
Document Collection
Resend DocuSign for missing KYC artifact and confirm receipt. (Kovalenko Household)
1Y
+15d
Planning Action
Model conversion across remaining tax-bracket window. (Kovalenko Household)
1Y
+57d
Planning Action
Model conversion across remaining tax-bracket window. (Kovalenko Household)
1Y
+9d
Service Outreach
Send personal note + market context. (Kovalenko Household)
1Y
Milestones
- Signed2026-02-11
- KYC completed2026-02-14
- Accounts opened2026-02-16
- Transfer initiated2026-02-27
- Funded
- Welcome call
- First plan delivered
- 30-day review
- 6-month review
- 12-month review
Recent touchpoints
Scheduled · 1
- KYC document requestemail · Ops · goal: Collect KYC and trusted contactAutomated2026-05-21
Completed · 3
- Welcome emailemail · Marketing · goal: Set expectations for first 30 daysAutomatedDone 2026-04-29
- Advisor welcome calladvisor call · Advisor · goal: Build rapport, confirm goalsManualDone 2026-05-02
- Kickoff ops taskops task · Ops · goal: Open kickoff checklistHybridDone 2026-05-13
Household journey brief
Synthesize the journey, surface risks, and draft the next advisor touch.