🔴 Overdue / At Risk
📌 Due This Week
📊 Implementation Pipeline
⏱ Today's Focus Queue
1 Client Implementation Tracker
2 SOP Library
Phase 1 — Client Onboarding
Target: Complete within 5 business days of signed agreement
Phase 2 — Wealth Rewired Blueprint™
Target: Delivered within 14 business days of onboarding complete
Phase 3 — 90-Day Priority Sprint
Gregg owns delivery. Brandon owns logistics, scheduling, and document flow.
Phase 4 — Advisor Coordination
CPA, attorney, investment advisor, insurance agent — all coordinated by Brandon under Ryan's direction
Phase 5 — Annual Review & Renewal
Triggered 60 days before anniversary. Brandon coordinates; Ryan leads.
Docs & Agreements SOP
Every document Brandon is responsible for — who sends it, when, and what happens next
3 Docs & Deliverables Tracker
| Document | Client | Type | Status | Sent Date | Due / Deadline | Days Elapsed | Signed? | Notes |
|---|
4 Daily Checklist
Complete every item before EOD. Green = done. These are your non-negotiables.
🌅 Morning (by 9:30am)
☀️ Midday (by 1:00pm)
🌆 Afternoon (by 4:00pm)
🌙 EOD (before you close)
Daily Completion
0%
5 Weekly Goals & Scorecard
Weekly Non-Negotiables
This Week's Goals
📊 Weekly Scorecard
6 Scheduling Hub
Brandon's Scheduling Responsibilities
Client Kick-Offs
Schedule within 3 days of signed agreement. Confirm Gregg + Ryan availability first. Send calendar invite with agenda 24 hrs prior.
90-Day Sprint Calls
Monthly during sprint. Gregg + client. Brandon sends reminder 48 hrs prior, confirms no conflicts, has agenda ready.
Advisor Board Meeting
Annual. Coordinate CPA, attorney, Ryan, Gregg, client. 90 days lead time. Brandon owns all logistics.
Ryan's Client Reviews
Quarterly for Tier A, semi-annual Tier B. Brandon calendars all 100 clients at start of year, then manages reminders.
Don's Prospect Calls
Booked by Lacee, confirmed by Brandon. Brandon ensures no double-books, sends confirm to prospect, prep doc to Don.
Internal Team Meetings
Weekly standup Mon 9am. Monthly all-hands. Brandon sends agenda night before, takes notes, distributes action items same day.
| Meeting | Client / Parties | Type | Date/Time | Status | Agenda Sent? | Notes |
|---|
7 Issues & Blockers
| Issue | Client / Area | Category | Priority | Owner | Status | Logged | Resolved |
|---|