Flows are delivering: 11 sends this week across 8 families, 39 heirs enrolled. 2 sends await your approval · review them
Program metrics
Score
Jul 1 – Aug 31
Engaged Heir Score
77 / 100
Coverage
Jul 1 – Aug 31
Families invited
32/50 families · live
Engagement
Jul 1 – Aug 31
Families engaged+
64% 25 of 39
Connected
Jul 1 – Aug 31
Booked calls
6 heirs
Booked calls · Q3 2026
Member-initiated · logged to Wealthbox automatically
| Heir | Family | Booked | Status |
|---|---|---|---|
| Daniel Reyes | Reyes family | 2 days ago | Upcoming |
| Kwame Osei | Osei family | 5 days ago | Upcoming |
| Naomi Tanaka | Tanaka family | Last week | Upcoming |
| Abena Osei | Osei family | 4 weeks ago | Held |
| Tom Whitaker | Whitaker family | Last month | Held |
| Marc Boudreau | Boudreau family | Last month | Held |
Program overview
Executive summary
The Engaged Heir Score is 77, up 5 on the quarter. Coverage and engagement both cleared their marks, six heirs booked time with Elaine this quarter, and the letter shipped every scheduled week. Nothing needs you today.
What moved
- The sibling effect: Kwame Osei booked his own call three weeks after his sister Abena’s — the second heir from one household.
- A life change: the Mueller family shared a parent was hospitalized — Kristin Mueller-Danes said yes to letting Elaine know. See the family
- New this week: Daniel Reyes booked an intro call about his own planning, two days ago.
Recommended next moves
- 11 families have never been offered the program. Full coverage of the book is the next mark. Invitations come from you; we supply everything else. Choose families
- 14 families were invited and never joined. Re-invites with a personal note convert best; we draft them in one batch.
- 9 families are reading but haven’t acted. The next letter features the Checkup — the most common first action.
- 3 engaged households have a sibling who never joined. Engaged siblings recruit best; we prompt the forward.
Recent activity
- 2 days agoDaniel Reyes booked an intro call· member-initiated
- 5 days agoKwame Osei booked an intro call· member-initiated
- 6 days agoThe Mueller family reported a life change: a parent was hospitalized· shared by Kristin Mueller-Danes
- Last weekNaomi Tanaka booked an intro call· member-initiated
- Last weekGrace Chen: started their own plan· chose to share
- 2 weeks agoClaire Ellison: checked beneficiary forms with a parent· chose to share
Position changes and items heirs chose to share. Nothing else crosses.