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)

Related

• ^[2]
• ^[3]
• ^[4]