Wednesday, April 15

Good morning, Kathia

4 clients need your attention today

8
Clients
4
Need Attn
4
On Track
23
Thomas R. BradleyPlatinum

73 days no contact + risk drift + 2 overdue tasks

UrgentRisk: 50→612 past due
37
Robert T. ChenPlatinum

128 days no contact — retirement review imminent

AttentionRetirement review3 past due
47
Margaret A. JohnsonGold

Risk drift 45→62 + birthday in 6 days

AttentionRisk: 45→62Birthday2 past due
51
Diana L. MoralesSilver

Conservative client — significant risk drift (35→51)

AttentionRisk: 35→511 past due

On Track (4)

87
David & Lisa Kim

Last: Apr 12, 2026 · Risk: 48/48 · $430K

Healthy
85
Elena M. Gutierrez

Last: Apr 5, 2026 · Risk: 56/55 · $210K

Healthy
75
William J. Thompson

Last: Mar 28, 2026 · Risk: 44/40 · $720K

Healthy
63
Carlos & Maria Reyes

Last: Jan 25, 2026 · Risk: 59/52 · $650K

Healthy

Client Pulse v3.0 — Product design concept by Kathia Villavicencio
Data architecture: Redtail CRM (contacts, activities, tasks, UDFs) + Nitrogen (Risk Number, goals)
Prototype uses sample data · Not connected to live systems