Stenberg Trust

Idris Stenberg · Mass Affluent · $424K · Fidelity

On TrackMedium riskAdvisor: Eva Lindgren · Ops: Marcus Trent

Experience score

97/100

SignedDay 2 / target 2

Journey type

Digital Low-Touch

Next milestone

Advance to Onboarding Started

Due

2026-05-12

Marketing sequence

Welcome — Digital Low-Touch

Started

2025-12-15

Notes

On cadence. Advance to Onboarding Started due 2026-05-12.

Calendar & work orchestration

Tier C

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionOperationsHigh

ACAT transfer in — advisor review

Automated status polling flagged a partial transfer. Advisor confirms cost basis and authorizes resubmission. (Stenberg Trust) · due 2026-05-12 · owner Eva Lindgren

Upcoming events (1)

8:30 AM

45m

Onboarding Call · Stenberg TrustServiceHighTier C

Onboarding Call·Eva Lindgren

Open work (3)

today

Exception

ACAT transfer in — advisor reviewOperationsHighTier C

Automated status polling flagged a partial transfer. Advisor confirms cost basis and authorizes resubmission. (Stenberg Trust)

+6d

Review Prep

First advice meeting prepServiceMediumTier C

Plan packet auto-assembled from intake. Advisor tailors talking points to household goals. (Stenberg Trust)

+60d

Planning Action

Run Roth conversion analysisServiceMediumTier C

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

Milestones

Signed2025-12-17
KYC completed2025-12-20
Accounts opened2025-12-28
Transfer initiated2025-12-30
Funded
Welcome call
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Scheduled · 3

Welcome email
email · Marketing · goal: Set expectations for first 30 days
Automated2026-05-10
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
Manual2026-05-06
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
Hybrid2026-05-24

Household journey brief

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