Joly Trust

Ana Joly · HNW · $4.86M · Schwab

At RiskHigh riskAdvisor: Priya Raman · Ops: Marcus Trent

Experience score

55/100

Onboarding StartedDay 4 / target 3 · overdue

Journey type

Planning-Only

Next milestone

Advance to KYC / Account Setup

Due

2026-05-11

Marketing sequence

Welcome — HNW Transfer

Started

2025-07-24

Notes

Tracking close to SLA. Advance to KYC / Account Setup due 2026-05-11.

Recommended next actions

1.
Book review within 5 business days; auto-pre-populate agenda from portal.
Medium · review overdue · due 2026-05-04 · Advisor: Priya Raman
See recover list (At Risk) →Open household →

Calendar & work orchestration

Tier A

WGAt-Risk1Y

Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal

Next best actionRetentionCritical

Re-engagement call

Personal advisor outreach — low portal engagement. (Joly Trust) · due 2026-05-15 · owner Priya Raman

Upcoming events (1)

10:30 AM

30m

Retention Outreach · Joly TrustRetentionCriticalTier A

Retention Outreach·Priya Raman

WGAt-Risk

Open work (1)

+3d

Service Outreach

Re-engagement callRetentionCriticalTier A

Personal advisor outreach — low portal engagement. (Joly Trust)

WGAt-Risk

Milestones

Signed2025-07-26
KYC completed2025-07-31
Accounts opened2025-08-06
Transfer initiated2025-08-06
Funded
Welcome call
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Scheduled · 2

Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
Hybrid2026-05-07
KYC document request
email · Ops · goal: Collect KYC and trusted contact
Automated2026-05-20

Completed · 2

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-04-25
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-04-27

All exceptions for this household

Mediumreview overdue

Joly Trust · owner: Marcus Trent · opened 18d ago

due 2026-05-04

Household journey brief

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