app.gopitcrew.com / skills / client-service
Step 1 / 4
Reading the client email
Sender is a client
Barbara Hoffman · Hoffman household
Checking
Money request
Money out · $40,000 · needed by Friday
Checking
Where the money goes
New payee: Lakeview Title
Checking
Step 2 / 4
Proposing the plan
Cash first, then the sell order your firm sets
Cash in the account
$12,400
Still needed
$27,600
Proposed sells
Money market fund
First in your firm's sell order
$18,000Proposed
Short-term bond fund
Next in the sell order
$9,600Proposed
Total ready for Friday
$40,000Covers request
Step 3 / 4
The advisor approves
The advisor can change what to sell
Sell plan, trader note and client reply
Waiting for Mike Sullivan
Approve
Note to the trader
Sell $18,000 money market, $9,600 short-term bond
Draft
Reply to Barbara
Saved in the advisor's drafts
Draft
Call-back task for operations
Confirm the wire details on a known number
Task
Step 4 / 4
Checking each morning
Until the cash is ready
TUE 8:00 AM
Sells placed by the trader
WED 8:00 AM
Cash settled: $40,000 available
WED 8:01 AM
Operations told the cash is ready
WED 8:01 AM
Request status in the CRM: ready to wire
People place trades and send money. PitCrew tracks it and warns if a date is at risk.