O'Sullivan Household

Niamh O'Sullivan · Mass Affluent · $1.18M · Schwab

On TrackMedium riskAdvisor: Marcus Chen · Ops: Jamal O.

Experience score

93/100

FundedDay 3 / target 3

Journey type

Planning-Only

Next milestone

Advance to 30-Day Activation

Due

2026-05-12

Marketing sequence

Welcome — HENRY Growth

Started

2025-11-02

Notes

On cadence. Advance to 30-Day Activation due 2026-05-12.

Calendar & work orchestration

Tier B

Service expectation: Advisor touch within 60 days · review within 120 days

Upcoming events (1)

12:30 PM

45m

White-Glove Touch·Marcus Chen·prep needed

Open work (0)

No open tasks for this household.

Scheduled · 5

Allocation complete email
email · Advisor · goal: Confirm trade-to-target
Hybrid2026-05-09
Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-08
30-day check-in
advisor call · Advisor · goal: Surface questions, confirm engagement
Manual2026-05-19
First plan delivery
meeting · Advisor · goal: Walk through first plan
Manual2026-05-20
Education drip — basics
content drip · Marketing · goal: Drive portal engagement
Automated2026-05-23

Completed · 6

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-16
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-17
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-03-30
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-15
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-04-26
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-04-27

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