🔴 Clients Needing Attention
📅 This Week
📊 Sprint Progress Overview
💰 Value Delivered (Total)
1 Active 90-Day Sprints
↓ All Sprint Clients
| Client | Program | Day | Phase | Actions | Done | Blocked | Next Call | CPA | Atty | Status |
|---|
2 Client Roster
| Client | Program | Status | Start Date | Sprint Day | Fee | Value Delivered | Multiple | Next Milestone | Renewal Risk |
|---|
3 VIP 2-Day Intensive Tracker
VIP 2-Day Intensive — Standard Agenda
Day 1 — Architecture
AM: Full financial intake review + gap analysis
10:30: 4-Pillar deep dive — Investment, Tax, Protection, Estate
Lunch: Working session — entity map + net worth picture
PM: Run Wealth Rewired Audit Engine live
3:00: Identify top 3 highest-value action items
EOD: Priority ranking + owner assignment
10:30: 4-Pillar deep dive — Investment, Tax, Protection, Estate
Lunch: Working session — entity map + net worth picture
PM: Run Wealth Rewired Audit Engine live
3:00: Identify top 3 highest-value action items
EOD: Priority ranking + owner assignment
Day 2 — Execution Plan
AM: Review Day 1 findings — client confirms priorities
9:30: 90-Day Priority Plan built live with client
11:00: CPA/Attorney intro call (if attending)
Lunch: Investment strategy session with Ryan
PM: Implementation roadmap — 90/180/365
3:00: Formal Blueprint delivery + sign-off
EOD: Next steps, cadence, expectations
9:30: 90-Day Priority Plan built live with client
11:00: CPA/Attorney intro call (if attending)
Lunch: Investment strategy session with Ryan
PM: Implementation roadmap — 90/180/365
3:00: Formal Blueprint delivery + sign-off
EOD: Next steps, cadence, expectations
| Client | VIP Date | Location | Ryan Attending | CPA/Atty | Blueprint Delivered | Sprint Started | Fee | Notes |
|---|
4 Value Delivered Tracker
Why This Matters
Every dollar of quantified client value is a renewal driver and a referral trigger. Alicia Starr: $302,400 value on $11,500 fee = 26× multiple. This is the number Dana sells. Gregg delivers it. Log every win — tax savings, rate negotiation, estate correction, investment reallocation. All of it counts.
| Client | Category | Value ($) | Description | Date | Verified? | Advisor Source |
|---|
5 Client Action Tracker
6 Advisor Coordination Hub
Gregg Role in Advisor Coordination
CPA Coordination
Greet the CPA as a peer. Present the plan technically. Make them look like heroes. Close any resistance before Dana hears about it.
Attorney Coordination
Coordinate trust, entity, and estate plan updates. Confirm docs align with plan. Track turnaround. Escalate delays.
Ryan (Investments)
Coordinate investment integration with tax and estate work. Flag AUM opportunities. Brief Ryan before every Advisor Board.
Insurance Advisor
Review coverage gaps identified in audit. Ensure protection pillar is addressed. Confirm policy changes are documented.
| Client | Advisor Type | Advisor Name | Topic | Status | Date | Next Action | Due |
|---|
7 4-Pillar Analysis by Client
4-Pillar Framework — What Gregg Evaluates
💼 Investment Allocation
Asset mix vs risk profile. Fee drag. Concentration risk. Alternative exposure. Coordination with tax strategy. Capital velocity.
🧾 Tax Strategy
Entity structure. Deduction capture. CTAP opportunities. Tax drag ratio. CPA alignment. QBI, bonus depreciation, cost segregation.
🛡 Asset Protection
Entity structure adequacy. Insurance coverage gaps. Liability exposure. Umbrella policy. Business vs personal separation.
🏛 Estate & Legacy
Will and trust status. Beneficiary alignment. Business succession. Charitable intent. Annual gifting strategy. Power of attorney.
8 Daily Rhythm & Weekly Cadence
🌅 Morning (before 9am)
☀️ Midday
🌆 Afternoon
📅 Weekly Non-Negotiables
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