First-Year ProgramService expectation: Advisor call within 30 days · review within 90 days
Ó Briain Household
Sinead Ó Briain · HNW · $3.10M · Pershing
On TrackLow riskAdvisor: Priya Raman · Ops: Marcus Trent
Experience score
88/100
SignedDay 1 / target 2
Journey type
Transfer + Planning
Next milestone
Advance to Onboarding Started
Due
2026-05-13
Marketing sequence
Welcome — HNW Transfer
Started
2026-01-15
Notes
On cadence. Advance to Onboarding Started due 2026-05-13.
Calendar & work orchestration
Tier A Next best actionOperationsMedium
Update CRM with meeting outcome
Log notes and next steps in CRM. (Ó Briain Household) · due 2026-05-04 · owner Priya Raman
Upcoming events (1)
9:00 AM
45m
Onboarding Call·Priya Raman
Open work (4)
1 overdue-8d
Reminder
Log notes and next steps in CRM. (Ó Briain Household)
8d
today
Reminder
Log notes and next steps in CRM. (Ó Briain Household)
+18d
Document Collection
Resend DocuSign for missing KYC artifact and confirm receipt. (Ó Briain Household)
+149d
Service Outreach
Send personal note + market context. (Ó Briain Household)
Milestones
- Signed2026-01-17
- KYC completed2026-01-23
- Accounts opened2026-01-23
- Transfer initiated2026-01-28
- Funded
- Welcome call
- First plan delivered
- 30-day review
- 6-month review
- 12-month review
Recent touchpoints
Scheduled · 1
- Kickoff ops taskops task · Ops · goal: Open kickoff checklistHybrid2026-05-21
Completed · 2
- Welcome emailemail · Marketing · goal: Set expectations for first 30 daysAutomatedDone 2026-05-14
- Advisor welcome calladvisor call · Advisor · goal: Build rapport, confirm goalsManualDone 2026-05-12
Household journey brief
Synthesize the journey, surface risks, and draft the next advisor touch.