Total AUM
Household Value
Lifetime Value
Relationship Score
Contact Data
Dummy Client Roster
Contact Schedule Builder
Build the annual contact plan by household. The year chart shows every monthly touch and who owns it.
Tier A default: face-to-face in the selected month, 30-day follow-up, then quarterly relationship touches. Owner mix can shift toward Patrick, Jill, or Stephen depending on the work for that client.
| Month | Owner | Contact | Purpose |
|---|
CRM Year Contact Chart
Monthly view of all scheduled touches for the selected household, by team owner.
Bulk Client List Intake
Paste: Household, Tier, Face Month, Relationship Lead, Service Lead, Admin Lead. Blank fields get defaults.
| Household | Tier | Month | Owner | Contact |
|---|
Reverse-chronological activity feed with instant filters.
Household & Network Map
Next Best Action
Pipeline Snapshot
Reviews due this week6
Open service items14
Pending approvals3
Prototype Guardrails
Fictional names, AUM, contact info, and activity only. Real client data should sit behind authentication and role-based access.