Troy CRM Command Center
Working dashboard build for Troy: one place for future opportunities, AWM contact management, Blue Onyx, IW FINN, personal/business contacts, text reminders, events, Elizabeth intake, and bill-pay visibility.
Build Status
Luxury v0.2
Static first; live feeds can be connected after structure is approved.
Scope
4 lanes
Personal, AWM, Blue Onyx, IW FINN.
AWM Cadence
1,626
Prototype annual contact touches from prior AWM build.
Alerts Portal
Inbound
Updates from Troy, Elizabeth, Stephen, Patrick.
Bill Outlook
W/M/Q
Weekly, monthly, quarterly visibility.
Future Pipeline
Ideas, opportunities, and follow-up lanes
| Lane | Purpose | Examples |
|---|---|---|
| Investment ideas | Research/watchlist follow-up | PLD, quantum, AI, infrastructure |
| Personal projects | Family, property, bus, household | Park Terrace, Phaeton, bill reminders |
| Business development | New opportunities and strategic contacts | AWM, IW FINN, Blue Onyx |
Blue Onyx / IW FINN
Separate business contact lanes
Blue Onyx: transportation, RV/storage, AutoSanZ, vendor and property contacts.
IW FINN: research, product, investor, dashboard, article thesis, and strategic partner contacts.
Personal Contacts
Family, household, personal services
| Name | Role | Next Action |
|---|---|---|
| Elizabeth Aucoin | Schedule intake / household | Allow intake |
| Family / household vendors | Personal operations | Build contact list |
Business Contacts
AWM, IW FINN, vendors, strategic partners
| Name | Group | Next Action |
|---|---|---|
| Patrick Dill | AWM / planning | Contact cadence owner |
| Stephen Aguillard | AWM / service | CSA/service workflow |
| James Vilas | Estate planning | Schedule meeting |
AWM CRM
Salesforce-style client contact console
30
Tier A / Super Green
83
Tier B / Green
58
Tier C / Yellow
19
Tier D / Red
Dashboard intent: Troy logs in and immediately sees the AWM contact pipeline by tier, owner, meeting type, due window, and status — like a lightweight Salesforce view for the AWM cadence.
| Client | Tier | Touch Needed | Owner | Window | Status |
|---|
Privacy note: this public prototype uses the contact cadence structure only. Full live client data should sit behind a private login before we expose the complete book.
Dedicated AWM CRM: A separate client-detail workspace with dummy Tier A/B/C/D client records, activity timeline, household/network panel, and next-best-action queue is available here: Open AWM CRM Workspace.
Monthly AWM Report
All AWM contacts due by month
Purpose: produce a monthly report showing every AWM client touch due, grouped by tier, owner, and contact type — so Troy can review what is coming before the month starts.
Total Due0contacts
Troy0touches
Patrick0touches
Stephen0touches
| Client | Tier | Touch Due | Owner | Month | Anchor Review |
|---|
Text Reminders Sent to Finn
Review inbox
| Reminder | Category | Status | Owner |
|---|---|---|---|
| Schedule James Vilas estate planning meeting | Estate / succession | Open | Troy + Elizabeth |
| Article research process: supports / questions / redirects | Investment research | Active rule | Finn |
| PLD added to watchlist | Investments | Done | Finn |
Reminder Actions
Future controls
Add reminder from textplanned
Mark completeplanned
Send weekly digestplanned
Alerts Portal
Incoming updates, tasks, schedule items
| Source | Allowed Intake | Routing | Priority |
|---|---|---|---|
| Troy | All CRM items | Direct to dashboard / schedule / reminders | Highest |
| Elizabeth | Household, family, bills, appointments | Schedule queue for Troy review or action | High |
| Stephen | AWM client service, admin, scheduling updates | AWM contact management + event queue | Business |
| Patrick | Planning, client review, portfolio/research follow-up | AWM/IW FINN task and contact queue | Business |
Alert Status
Triage workflow
Newneeds review
Scheduledcalendar/reminder
Waitingneeds info
Doneclosed
Upcoming Events
Schedule view
| Event | Timing | Status |
|---|---|---|
| James Vilas estate planning meeting | Needs date | Unscheduled |
| AWM annual client event | Nov. 12, 2026 | Planning |
Elizabeth Intake
Household-to-schedule workflow
Goal: Elizabeth can text items to Finn, Finn records them here, then adds approved items to Troy’s schedule/reminder queue. This needs clear categories: household, bills, family, appointments, travel, urgent.
Bill Pay Outlook
Weekly / Monthly / Quarterly
| Cadence | Examples | Status | Next Build |
|---|---|---|---|
| Weekly | Immediate bills, vendor items, reimbursements | Framework | Create due-this-week box |
| Monthly | Utilities, insurance drafts, subscriptions, property bills | Framework | Create recurring register |
| Quarterly | Taxes, insurance reviews, business filings, estimated payments | Framework | Create quarter-end checklist |