Scope Creep & Overdue Tasks Review (2026-03-03)

Overview

During the ^[1], the AI-powered sentiment analysis flagged Didion as a declining account. The primary drivers are budget pressure, unbilled scope creep on website guidance, and a cluster of overdue ClickUp tasks. An external factor — spring road weight limits — is also creating operational stress for the client.

Sentiment Status

• Trajectory: Declining
• Activity volume: High (significant work is being done)
• Risk level: Moderate — issues are addressable but require immediate attention to prevent further erosion

Issues Identified

1. Scope Creep — Unbilled Website Guidance

Didion regularly asks for website guidance and hands-on help that falls outside the agreed scope of work. This time has been absorbed without tracking or billing, creating an unsustainable pattern.

Resolution: Melissa instructed Eshak to begin tracking all time spent on website guidance requests going forward. Time that exceeds what's covered under the strategy/guidance allowance in the agreement will be documented for potential scope conversation.

"I told him finally, you know what, we need to start tracking all of this time. There's a certain portion that we can give her guidance... but I don't want her to take Eshak and I for advantage." — Melissa

2. Overdue ClickUp Tasks

The sentiment tool surfaced multiple overdue items in the Didion ClickUp folder:

These overdue items are a signal that task management and delivery accountability need tightening on this account.

3. Budget Pressure

The sentiment analysis flagged budget pressure as a constraint limiting growth potential. Billing was approximately $10,000 last month and $8,000 this month, with nearly $2,000 in costs absorbed internally due to inventory-related disruptions. While long-term organic sales trends are positive, the recurring dips are creating friction.

4. External Factor — Spring Road Weight Limits

Didion's shipping operations will be impacted by seasonal spring road postings, which restrict trucks over a certain weight from using rural roads during the thaw period. This may require routing shipments through smaller vehicles or staging locations, adding logistical complexity and cost for the client during an already pressured period.

"When spring comes and things start to thaw, they post the roads and say that no trucks that weigh more than whatever 2,000 pounds can drive on the roads... Those big semis can't go on the roads, probably for a month." — Mark

Action Items

• [ ] Eshak — Track all time spent on Didion website guidance requests going forward
• [ ] Team — Review and update overdue ClickUp tasks (B2B site, fundraiser sheet, blog, Diana metrics report)
• [ ] Account lead — Assess whether a scope conversation is warranted given volume of unbilled guidance time

Related

• ^[2]
• ^[3]
• ^[4]