Wealth Ops
Second Brain
First-Year Program

Joly & Co.

Maya Joly · Mass Affluent · $668K · Pershing

On TrackLow riskAdvisor: Eva Lindgren · Ops: Lena Park
Experience score
97/100
KYC / Account SetupDay 3 / target 7
Journey type
Digital Low-Touch
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-16
Marketing sequence
Welcome — Mass Affluent
Started
2025-08-19
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-16.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionHigh
Re-engagement call
Personal advisor outreach — low portal engagement. (Joly & Co.) · due 2026-05-07 · owner Eva Lindgren
Upcoming events (0)

No scheduled meetings.

Open work (1)
1 overdue
-5d
Service Outreach
Re-engagement callRetentionHighTier C
Personal advisor outreach — low portal engagement. (Joly & Co.)
1Y5d

Milestones

  • Signed2025-08-21
  • KYC completed2025-08-23
  • Accounts opened2025-09-01
  • Transfer initiated2025-09-04
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    Automated2026-05-05
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-22
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-23
Completed · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-14
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-16
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-26

Household journey brief

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