iVaultx shows client progress so you can intervene early instead of discovering problems later. This article explains what the indicators mean and how to use them as a simple client management system.
What you see in the Clients list
- Week: where they are in the journey
- Progress (%): how complete the vault setup is
- Status: a simple indicator of momentum (for example: Excellent / On Track / Needs Attention)
Intervention rules (use these to reduce churn)
Needs Attention — do not ignore it.
- Action: outreach within 48 hours
- Goal: remove friction (offer concierge help, book a 15-minute completion call)
Week 3+ and still low progress
- Action: schedule a completion call
- Goal: get the vault to “operational,” not perfect
High progress but no recipients or delivery
- Action: treat as urgent; vault is not “complete” without recipients/delivery
Recommended advisor cadence
- Review the Clients list weekly
- Call the bottom 5 by progress
- Convert stalled clients to concierge assistance
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