Wealth Ops
Second Brain
First-Year Program

Bauer Household

Klara Bauer · Mass Affluent · $620K · Fidelity

Off TrackHigh riskAdvisor: Jordan Ellis · Ops: Marcus Trent
Experience score
51/100
Onboarding StartedDay 5 / target 3 · overdue
Journey type
Planning-Only
Next milestone
Advance to KYC / Account Setup
Due
2026-05-10
Marketing sequence
Welcome — HNW Transfer
Started
2025-10-03
Notes
Advance to KYC / Account Setup blocked — see exceptions. Advisor outreach overdue 2d.

Recommended next actions

  1. 1.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    Medium · missing documents · due 2026-05-04 · Ops: Marcus Trent
    See recover list (At Risk) →Open household →
  2. 2.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    Medium · missing documents · due 2026-05-06 · Ops: Marcus Trent
    See recover list (At Risk) →Open household →

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceHigh
Send post-meeting follow-up
Recap notes, action items, and next steps email. (Bauer Household) · due 2026-05-16 · owner Jordan Ellis
Upcoming events (2)
8:00 AM
45m
Prospect Consult · Bauer HouseholdGrowthCriticalTier C
Prospect Consult·Jordan Ellis·prep needed
At-Risk
2:00 PM
45m
White-Glove Touch · Bauer HouseholdServiceHighTier C
White-Glove Touch·Jordan Ellis·prep needed
At-Risk
Open work (1)
+4d
Follow-Up
Send post-meeting follow-upServiceHighTier C
Recap notes, action items, and next steps email. (Bauer Household)
At-Risk

Milestones

  • Signed2025-10-05
  • KYC completed2025-10-10
  • Accounts opened2025-10-11
  • Transfer initiated2025-10-13
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 1
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    Automated2026-05-21
Completed · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-24
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-24
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-05-10

All exceptions for this household

Mediummissing documents
Bauer Household · owner: Marcus Trent · opened 14d ago
due 2026-05-06
Mediummissing documents
Bauer Household · owner: Marcus Trent · opened 11d ago
due 2026-05-04

Household journey brief

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