First-Year ProgramService expectation: Digital cadence + advisor touch on milestone events
Petersen Household
Kira Petersen · Mass Affluent · $253K · Schwab
At RiskHigh riskAdvisor: Samir Patel · Ops: Lena Park
Experience score
47/100
KYC / Account SetupDay 9 / target 7 · overdue
Journey type
New Client
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-10
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-04-06
Notes
Tracking close to SLA. Advance to Transfer / Funding In Progress due 2026-05-10.
Recommended next actions
- 1.Contact custodian transfer ops; verify ACAT title match; offer phone walkthrough.Critical · stalled transfer · due 2026-05-12 · Ops: Lena Park
Calendar & work orchestration
Tier CAt-Risk1Y
Upcoming events (0)
No scheduled meetings.
Open work (0)
No open tasks for this household.
Milestones
- Signed2026-04-08
- KYC completed2026-04-12
- Accounts opened2026-04-19
- Transfer initiated2026-04-18
- Funded
- Welcome call
- First plan delivered
- 30-day review
- 6-month review
- 12-month review
Recent touchpoints
Overdue · 1
- KYC document requestemail · Ops · goal: Collect KYC and trusted contactAutomated2026-05-02
Scheduled · 2
- Transfer status updateemail · Ops · goal: Communicate ACAT statusHybrid2026-05-15
- Funding nudge SMSSMS · Ops · goal: Prompt funding actionAutomated2026-05-14
Completed · 3
- Welcome emailemail · Marketing · goal: Set expectations for first 30 daysAutomatedDone 2026-04-10
- Advisor welcome calladvisor call · Advisor · goal: Build rapport, confirm goalsManualDone 2026-04-07
- Kickoff ops taskops task · Ops · goal: Open kickoff checklistHybridDone 2026-04-21
All exceptions for this household
Household journey brief
Synthesize the journey, surface risks, and draft the next advisor touch.