First-Year ProgramService expectation: Digital cadence + advisor touch on milestone events
Moreno Household
Uma Moreno · Mass Affluent · $409K · Pershing
On TrackMedium riskAdvisor: Aisha Okafor · Ops: Lena Park
Experience score
93/100
SignedDay 2 / target 2
Journey type
Transfer + Planning
Next milestone
Advance to Onboarding Started
Due
2026-05-12
Marketing sequence
Welcome — HENRY Growth
Started
2025-08-16
Notes
On cadence. Advance to Onboarding Started due 2026-05-12.
Calendar & work orchestration
Tier C1Y
Next best actionGrowthHigh
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Moreno Household) · due 2026-05-08 · owner Aisha Okafor
Upcoming events (2)
2:00 PM
45m
White-Glove Touch·Aisha Okafor·prep needed
1Y
4:00 PM
45m
Prospect Consult·Aisha Okafor·prep needed
1Y
Open work (3)
1 overdue-4d
Task
Tailor proposal deck and pricing schedule. (Moreno Household)
1Y4d
+11d
Planning Action
Model conversion across remaining tax-bracket window. (Moreno Household)
1Y
+13d
Service Outreach
Personal note or call — relationship maintenance. (Moreno Household)
1Y
Milestones
- Signed2025-08-18
- KYC completed2025-08-22
- Accounts opened2025-08-25
- Transfer initiated2025-09-01
- 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 checklistHybrid2026-05-22
Completed · 2
- Welcome emailemail · Marketing · goal: Set expectations for first 30 daysAutomatedDone 2026-05-10
- 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.