Capital Bank
Status
Lost — Account terminated by client, November 2025.
Overview
Capital Bank was a small retainer account managed by Sebastian. The relationship ended in November 2025 when the client gave notice of termination. Per the exit discussion, the client's email indicated Sebastian was well-regarded personally; the departure appears to have been driven by internal pivoting rather than dissatisfaction with service delivery.
The account had been difficult to service due to security restrictions — the client would not grant website access and placed significant constraints on what work could be performed.
Key Details
| Field | Value |
|---|---|
| Monthly Revenue | $1,500/mo |
| Account Type | Retainer |
| Account Manager | Sebastian |
| Status | Terminated |
| First Seen | Unknown |
| Last Activity | November 2025 |
Key Contacts
- Ben (client-side contact, newer)
- Amy (client-side contact, prior relationship)
Termination Notes
- Client had been unresponsive for approximately one to two months prior to formal termination notice
- Termination email noted Sebastian positively by name — departure attributed to internal client direction change
- Account had persistent service constraints: no website access granted due to security policies
- Blogs and other deliverables had been on hold for an extended period prior to termination
Action Items at Termination
- [ ] Sebastian to follow up with client requesting feedback on reason for departure and any direction on "different direction" referenced in termination notice
Related Docs
- [1]
Notes
Account was acknowledged internally as a difficult engagement due to access restrictions. Mark noted that clients where the agency cannot demonstrate impact are at inherent churn risk regardless of relationship quality. Melissa used this as a coaching moment with Sebastian on normal client lifecycle expectations.