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 actionComplianceMedium

Collect KYC document

Resend DocuSign for missing KYC artifact and confirm receipt. (Novak Trust) · due 2026-06-28 · owner Eva Lindgren

Upcoming events (0)

No scheduled meetings.

Open work (2)

+47d

Document Collection

Collect KYC documentComplianceMediumTier C

Resend DocuSign for missing KYC artifact and confirm receipt. (Novak Trust)

At-Risk

+101d

Reminder

Log notes and next steps in CRM. (Novak Trust)

At-Risk

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

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