Whittaker Trust

Jonah Whittaker · Mass Affluent · $647K · Schwab

At RiskHigh riskAdvisor: Eva Lindgren · Ops: Sarah K.

Experience score

47/100

KYC / Account SetupDay 9 / target 7 · overdue

Journey type

Digital Low-Touch

Next milestone

Advance to Transfer / Funding In Progress

Due

2026-05-10

Marketing sequence

Welcome — HNW Transfer

Started

2025-10-10

Notes

Tracking close to SLA. Advance to Transfer / Funding In Progress due 2026-05-10.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceHigh

Run Roth conversion analysis

Model conversion across remaining tax-bracket window. (Whittaker Trust) · due 2026-05-12 · owner Eva Lindgren

Upcoming events (1)

12:00 PM

45m

White-Glove Touch · Whittaker TrustServiceHighTier C

White-Glove Touch·Eva Lindgren·prep needed

At-Risk

Open work (2)

today

Planning Action

Run Roth conversion analysisServiceHighTier C

Model conversion across remaining tax-bracket window. (Whittaker Trust)

At-Risk

+26d

Document Collection

Collect KYC documentComplianceMediumTier C

Resend DocuSign for missing KYC artifact and confirm receipt. (Whittaker Trust)

At-Risk

Milestones

Signed2025-10-12
KYC completed2025-10-18
Accounts opened2025-10-19
Transfer initiated2025-10-19
Funded
Welcome call
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Overdue · 1

KYC document request
email · Ops · goal: Collect KYC and trusted contact
Automated2026-04-29

Scheduled · 2

Transfer status update
email · Ops · goal: Communicate ACAT status
Hybrid2026-05-15
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
Automated2026-05-17

Completed · 3

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-04-06
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-04-09
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-22

Household journey brief

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