Ueno & Co.

Petra Ueno · HENRY · $171K · Schwab

Off TrackHigh riskAdvisor: Marcus Chen · Ops: Sarah K.

Experience score

38/100

SignedDay 3 / target 2 · overdue

Journey type

Digital Low-Touch

Next milestone

Advance to Onboarding Started

Due

2026-05-11

Marketing sequence

Welcome — HENRY Growth

Started

2026-03-07

Notes

Advance to Onboarding Started blocked — see exceptions. Advisor outreach overdue 1d.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceMedium

Quarterly check-in note

Send personal note + market context. (Ueno & Co.) · due 2026-05-12 · owner Marcus Chen

Upcoming events (2)

12:30 PM

30m

Retention Outreach · Ueno & Co.RetentionHighTier C

Retention Outreach·Marcus Chen

At-Risk

10:30 AM

60m

Review Meeting · Ueno & Co.ServiceMediumTier C

Review Meeting·Marcus Chen·prep needed

At-Risk

Open work (3)

today

Service Outreach

Quarterly check-in noteServiceMediumTier C

Send personal note + market context. (Ueno & Co.)

At-Risk

+5d

Document Collection

Trusted contact formComplianceMediumTier C

Request and file trusted-contact form. (Ueno & Co.)

At-Risk

+50d

Task

Schedule prospect follow-upGrowthMediumTier C

Confirm next meeting and pre-read. (Ueno & Co.)

At-Risk

Milestones

Signed2026-03-09
KYC completed2026-03-16
Accounts opened2026-03-17
Transfer initiated2026-03-16
Funded
Welcome call
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Overdue · 1

Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
Manual2026-05-08

Scheduled · 1

Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
Hybrid2026-05-23

Completed · 1

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-05-11

Household journey brief

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