Wealth Ops
Second Brain
First-Year Program

Zeller Household

Petra Zeller · HENRY · $341K · Vanguard

On TrackLow riskAdvisor: Diana Volkov · Ops: Sarah K.
Experience score
94/100
FundedDay 2 / target 3
Journey type
New Client
Next milestone
Advance to 30-Day Activation
Due
2026-05-13
Marketing sequence
Welcome — HENRY Growth
Started
2025-10-26
Notes
On cadence. Advance to 30-Day Activation due 2026-05-13.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceLow
Trusted contact form
Request and file trusted-contact form. (Zeller Household) · due 2026-05-14 · owner Diana Volkov
Upcoming events (2)
4:00 PM
30m
Retention Outreach · Zeller HouseholdRetentionLowTier C
Retention Outreach·Diana Volkov
1Y
12:30 PM
45m
Prospect Consult · Zeller HouseholdGrowthLowTier C
Prospect Consult·Diana Volkov·prep needed
1Y
Open work (1)
+2d
Document Collection
Trusted contact formComplianceLowTier C
Request and file trusted-contact form. (Zeller Household)
1Y

Milestones

  • Signed2025-10-28
  • KYC completed2025-11-01
  • Accounts opened2025-11-05
  • Transfer initiated2025-11-13
  • Funded2025-11-21
  • Welcome call2025-11-15
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 5
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    Hybrid2026-05-10
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    Manual2026-05-07
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-05-21
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-23
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-05-24
Completed · 6
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-19
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-15
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-30
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-14
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-26
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-29

Household journey brief

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