First-Year ProgramService expectation: Advisor call within 30 days · review within 90 days
Janicki Family
Cyrus Janicki · HNW · $4.22M · Vanguard
On TrackLow riskAdvisor: Aisha Okafor · Ops: Marcus Trent
Experience score
95/100
KYC / Account SetupDay 3 / target 7
Journey type
New Client
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-16
Marketing sequence
Welcome — HENRY Growth
Started
2025-09-30
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-16.
Calendar & work orchestration
Tier A Next best actionServiceMedium
Update first plan
Refresh financial plan with latest income and goal inputs. (Janicki Family) · due 2026-05-14 · owner Aisha Okafor
Upcoming events (4)
1:00 PM
45m
Onboarding Call·Aisha Okafor
1Y
10:00 AM
45m
Onboarding Call·Aisha Okafor
1Y
3:00 PM
45m
Prospect Consult·Aisha Okafor·prep needed
1Y
5:00 PM
60m
Review Meeting·Aisha Okafor·prep needed
1Y
Open work (1)
+2d
Planning Action
Refresh financial plan with latest income and goal inputs. (Janicki Family)
1Y
Milestones
- Signed2025-10-02
- KYC completed2025-10-06
- Accounts opened2025-10-11
- Transfer initiated2025-10-18
- Funded
- Welcome call
- First plan delivered
- 30-day review
- 6-month review
- 12-month review
Recent touchpoints
Scheduled · 2
- Transfer status updateemail · Ops · goal: Communicate ACAT statusHybrid2026-05-19
- Funding nudge SMSSMS · Ops · goal: Prompt funding actionAutomated2026-05-21
Completed · 4
- Welcome emailemail · Marketing · goal: Set expectations for first 30 daysAutomatedDone 2026-04-12
- Advisor welcome calladvisor call · Advisor · goal: Build rapport, confirm goalsManualDone 2026-04-11
- Kickoff ops taskops task · Ops · goal: Open kickoff checklistHybridDone 2026-04-30
- KYC document requestemail · Ops · goal: Collect KYC and trusted contactAutomatedDone 2026-05-09
Household journey brief
Synthesize the journey, surface risks, and draft the next advisor touch.