Novak Trust

Petra Novak · HENRY · $121K · Vanguard

Off TrackHigh riskAdvisor: Eva Lindgren · Ops: Lena Park

Experience score

75/100

KYC / Account SetupDay 6 / target 7

Journey type

Transfer + Planning

Next milestone

Advance to Transfer / Funding In Progress

Due

2026-05-13

Marketing sequence

Welcome — HNW Transfer

Started

2025-05-22

Notes

Advance to Transfer / Funding In Progress 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 actionOperationsHigh

Account opening edge case

Automated KYC raised a trust-titling exception. Advisor resolves account structure with custodian. (Novak Trust) · due 2026-08-21 · owner Eva Lindgren

Upcoming events (0)

No scheduled meetings.

Open work (2)

+101d

Exception

Account opening edge caseOperationsHighTier C

Automated KYC raised a trust-titling exception. Advisor resolves account structure with custodian. (Novak Trust)

At-Risk

+47d

Document Collection

Trusted contact formComplianceMediumTier C

Request and file trusted-contact form. (Novak Trust)

At-Risk

Milestones

Signed2025-05-24
KYC completed2025-05-27
Accounts opened2025-06-01
Transfer initiated2025-06-05
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
Hybrid2026-05-16
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
Automated2026-05-18

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 2026-04-12
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-27
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-05-06

Household journey brief

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