Wealth Ops
Second Brain
First-Year Program

Lehmann Household

Greta Lehmann · HENRY · $220K · Schwab

On TrackLow riskAdvisor: Liam O'Brien · Ops: Lena Park
Experience score
95/100
6-Month ReviewDay 4 / target 90
Journey type
New Client
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-08-06
Marketing sequence
Welcome — HNW Transfer
Started
2026-03-31
Notes
On cadence. Advance to 12-Month Review / Renewal due 2026-08-06.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionGrowthLow
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Lehmann Household) · due 2026-05-16 · owner Liam O'Brien
Upcoming events (5)
1:00 PM
60m
Review Meeting · Lehmann HouseholdServiceLowTier C
Review Meeting·Liam O'Brien·prep needed
1Y
4:00 PM
60m
Review Meeting · Lehmann HouseholdServiceLowTier C
Review Meeting·Liam O'Brien·prep needed
1Y
9:00 AM
45m
White-Glove Touch · Lehmann HouseholdServiceLowTier C
White-Glove Touch·Liam O'Brien·prep needed
1Y
12:30 PM
30m
Retention Outreach · Lehmann HouseholdRetentionLowTier C
Retention Outreach·Liam O'Brien
1Y
12:30 PM
45m
Prospect Consult · Lehmann HouseholdGrowthLowTier C
Prospect Consult·Liam O'Brien·prep needed
1Y
Open work (6)
+4d
Task
Send proposal to prospectGrowthLowTier C
Tailor proposal deck and pricing schedule. (Lehmann Household)
1Y
+6d
Planning Action
Update first planServiceLowTier C
Refresh financial plan with latest income and goal inputs. (Lehmann Household)
1Y
+5d
Follow-Up
Send post-meeting follow-upServiceLowTier C
Recap notes, action items, and next steps email. (Lehmann Household)
1Y
+76d
Task
Send proposal to prospectGrowthLowTier C
Tailor proposal deck and pricing schedule. (Lehmann Household)
1Y
+3d
Task
Schedule prospect follow-upGrowthLowTier C
Confirm next meeting and pre-read. (Lehmann Household)
1Y
+4d
Task
Schedule prospect follow-upGrowthLowTier C
Confirm next meeting and pre-read. (Lehmann Household)
1Y

Milestones

  • Signed2026-04-02
  • KYC completed2026-04-08
  • Accounts opened2026-04-09
  • Transfer initiated2026-04-17
  • Funded2026-04-14
  • Welcome call2026-04-19
  • First plan delivered2026-04-30
  • 30-day review2026-05-01
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-05-05
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-05-22
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-05-19
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-03
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-31
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-17
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-27
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-13
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-15
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-01
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-31

Household journey brief

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