wiki/clients/current/ahs/2025-10-31-retainer-status.md · 193 words · 2025-10-31

Advanced Health & Safety — $250/mo Retainer — 2025-10-31

Overview

Advanced Health & Safety was confirmed as a new $250/mo retainer client during the [1]. The account is managed by Sebastian. Billing was to be added by Mark ahead of the November 5th invoice cycle.

Retainer Details

Field Value
Monthly Rate $250/mo
Billing Start November 2025
Account Manager Sebastian
Status Active — added to billing

Context

Advanced Health & Safety was one of four clients confirmed on new $250/mo retainers during this call. The others were [2], [3], and [4]. Mark was responsible for adding all four to the billing system before the November 5th invoice run.

Sebastian upsold this account, consistent with the team's broader effort to convert project clients and smaller engagements into recurring retainer relationships.

Action Items (as of 2025-10-31)

Sources

  1. 2025 10 31 Weekly Eow Call Melissa|2025 10 31 End Of Week Leadership Sync
  2. |Doodla
  3. |Adavacare
  4. |American Extractions
  5. 2025 10 31 Weekly Eow Call Melissa|Eow Call — 2025 10 31
  6. Retainer Billing Process|Retainer Billing Process