Monthly Progress Summary
Prepared by Josie Charlton — 3G Consulting
Meridian Financial Partners
June 2026 • Practice Enhancer
7
Completed
5
Calls This Month
5
On Deck
Data Integrity & Structure
↑ Improving
Field cleanup underway.
Structure taking shape.
Structure taking shape.
Practice Visibility
→ In Progress
Dashboards built.
Reporting coming online.
Reporting coming online.
Efficiency Level
→ On Deck
Workflows next.
Foundation ready.
Foundation ready.
Built for Your Practice
✓
Data Cleanup
Restructured all client data under household records in WealthBox
Audited every contact and household record. Activity, notes, and custom field data moved to the household where it belongs. This is the foundation everything else depends on.
✓
CRM Config
Corrected field types across all custom fields
Date fields stored as text are now proper date type. Free-text fields converted to controlled dropdowns where a defined list is needed. Filters and reporting can now be trusted.
✓
Operations
Defined and rolled out a task naming convention
Simple naming standard established across the team. The task list is now filterable and reportable. Your team has a shared queue they can actually trust.
Problems We Tackled
✓
Data Cleanup
Data was split between contact and household records
Activity and notes were scattered inconsistently across both record types. Broke reporting and forced your team to look in multiple places. Fully consolidated under household.
✓
CRM Config
Tags were holding data that belonged in custom fields
Structured information stored in tags can’t be reported on consistently. Identified 14 tags holding field-level data and began migration to proper custom fields.
Wins for Your Team
✓
Data Cleanup
63 activity records moved to household level
Your team didn’t have to touch a single record. Everything was migrated and verified before the change went live.
✓
Reporting
WealthBox filters are returning reliable results
With field types corrected, filtering by date, segment, and status now works consistently. No more guessing whether your results are accurate.
What’s on Deck
1Complete tag migration to custom fields — 8 of 14 remaining
2Rebuild workflows with outcomes, escalation, and navigation links
3Connect book segmentation to the review workflow so A clients are scheduled first
4Build the high-priority practice dashboard once data foundation is complete
A note from Josie — June was foundational work — the kind that isn’t always visible but makes everything that comes next possible. The household restructure is done, field types are corrected, and your team has a task structure they can actually work from. July is where you start feeling it.