Wealth Ops
Second Brain
First-Year Program

Ashford & Co.

Dahlia Ashford · Mass Affluent · $588K · Fidelity

On TrackLow riskAdvisor: Priya Raman · Ops: Marcus Trent
Experience score
91/100
KYC / Account SetupDay 1 / target 7
Journey type
Planning-Only
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-18
Marketing sequence
Welcome — Mass Affluent
Started
2026-03-17
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-18.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionMedium
Re-engagement call
Personal advisor outreach — low portal engagement. (Ashford & Co.) · due 2026-05-18 · owner Priya Raman
Upcoming events (1)
2:00 PM
45m
White-Glove Touch · Ashford & Co.ServiceLowTier C
White-Glove Touch·Priya Raman·prep needed
1Y
Open work (3)
+6d
Service Outreach
Re-engagement callRetentionMediumTier C
Personal advisor outreach — low portal engagement. (Ashford & Co.)
1Y
today
Service Outreach
White-glove personal touchServiceMediumTier C
Personal note or call — relationship maintenance. (Ashford & Co.)
1Y
+13d
Task
Schedule prospect follow-upGrowthLowTier C
Confirm next meeting and pre-read. (Ashford & Co.)
1Y

Milestones

  • Signed2026-03-19
  • KYC completed2026-03-25
  • Accounts opened2026-03-30
  • Transfer initiated2026-03-29
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-21
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-25
Completed · 4
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-13
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-13
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-05-01
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-05-11

Household journey brief

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