Karpov Trust

Zane Karpov · HENRY · $277K · Vanguard

On TrackLow riskAdvisor: Samir Patel · Ops: Lena Park

Experience score

94/100

Transfer / Funding In ProgressDay 5 / target 14

Journey type

Planning-Only

Next milestone

Advance to Funded

Due

2026-05-21

Marketing sequence

Welcome — Mass Affluent

Started

2025-12-21

Notes

On cadence. Advance to Funded due 2026-05-21.

Calendar & work orchestration

Tier C

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionOperationsLow

Confirm calendar holds

Confirm calendar invitations and pre-reads sent. (Karpov Trust) · due 2026-05-12 · owner Samir Patel

Upcoming events (1)

1:00 PM

60m

Review Meeting·Samir Patel·prep needed

Open work (1)

today

Reminder

Confirm calendar invitations and pre-reads sent. (Karpov Trust)

Scheduled · 3

Funding nudge SMS
SMS · Ops · goal: Prompt funding action
Automated2026-05-04
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
Hybrid2026-05-17
Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-17

Completed · 5

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-29
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-29
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-14
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-27
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-05-08

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