---
title: Egan Transition — Client Reassurance Plan
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-10-21-weekly-call-w-sebastian-95649629.md
tags:
- clients
- axley
- trakti
- egan
- relationship-management
- visit
layer: 2
client_source: Axley Law
industry_context: legal-services
transferable: false
---

# 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 [[wiki/meetings/2026-04-05-weekly-call-sebastian|weekly call on April 5, 2026]].

## 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)

## Related

- [[wiki/clients/current/axley/_index|Axley Client Overview]]
- [[wiki/clients/current/trakti/_index|Trakti Client Overview]]
- [[wiki/meetings/2026-04-05-weekly-call-sebastian|Weekly Call — April 5, 2026]]