Egan Transition — Client Reassurance Plan

Overview

Following the Egan departure, both Axley and Trakti expressed concern during their respective check-ins with Sebastian. Neither client appeared upset, but both were unsettled — particularly given their long-standing relationship with Egan. A proactive reassurance plan was discussed and agreed upon during the ^[1].

Client Reactions

Trakti: Sebastian informed them of the Egan situation directly in a recent meeting. They reacted with curiosity rather than alarm, noting the long partnership history. Still, the news left them noticeably off-balance.
Axley (Robin): Similar reaction. Mark had been in some prior contact with Robin, but additional reassurance was deemed necessary given the circumstances.

Reassurance Plan

Immediate Outreach (Mark)

Mark to send direct reassurance emails to both Trakti and Robin at Axley, acknowledging the transition and reaffirming continuity of service and relationship.

In-Person Visit (Sebastian + Mark)

Sebastian and Mark to make a 2-day client visit trip to Wisconsin in early November (before Thanksgiving, before weather turns).
Trip structure: two full working days with partial travel days on either end.
Purpose: strengthen relationships in person, demonstrate stability, and reinforce confidence in the team post-Egan.
Sebastian to research flights and finalize dates; trip was already discussed with Melissa in a prior leadership meeting.

Action Items

[ ] Mark to email Trakti and Robin (Axley) with reassurance messaging re: Egan transition (@Mark Hope)
[ ] Sebastian to book flights and finalize dates for early November Wisconsin visit (@Sebastian Gant)

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