Barbara retires in June and wants a monthly income plan.
New address from Nov 1: 22 Lakeview Drive.
Wants to add her daughter as IRA beneficiary.
Send the RMD estimate before the next meeting.
Client found
Hoffman household · 2 members
Matching
Already logged for this date?
No earlier log for Oct 14
Checking
Step 2 / 4
Assigning the follow-ups
One task per action item, with the line it came from
Build the retirement income plan
Mike Sullivan · due Nov 1
Task
Update mailing address
Proposed record update · from Nov 1
Update
IRA beneficiary change
Review task for the advisor. PitCrew never writes beneficiaries
Review
Send the RMD estimate
Client service · due Oct 31
Task
Follow-up email to Barbara
Draft for the advisor's Outlook
Draft
Step 3 / 4
The advisor reviews
Approve all, or edit and reject item by item
5 items from the Oct 14 meeting
Waiting for Mike Sullivan
Approve
Retirement income plan task
Due date moved to Nov 8
Edited
All other items
Approved as proposed
Approved
Step 4 / 4
Writing what was approved
11:20 AM
Meeting summary saved on the Hoffman record
11:20 AM
3 tasks and 1 advisor review task created in the CRM
11:20 AM
Mailing address updated from Nov 1
11:21 AM
Follow-up email saved in the advisor's drafts
Run history kept: notes used, records matched, who approved what.