wiki/clients/current/blue-sky/2025-10-31-retainer-and-collections.md · 366 words · 2025-10-31

Blue Sky Capital — Retainer & Collections — 2025-10-31

Discussed during ^[1].

Overview

Blue Sky Capital (contact: Jim Cross) is a long-standing on-and-off client being moved onto a new monthly retainer starting November 1, 2025. Two billing issues require immediate follow-up: an unpaid project invoice and a blocker preventing LinkedIn ad boosting from launching.

Status at Time of Meeting

Item	Detail
New retainer	$1,500/mo, starting Nov 1, 2025
Outstanding invoice	Spend-data project — unpaid (amount unspecified in call)
LinkedIn ads	Blocked — credit card not successfully added to ad account

Billing

Mark to add Blue Sky Capital at $1,500/mo in billing, effective November 1.
The spend-data project invoice was issued but has not been paid. Jim Cross typically pays quickly, so Melissa flagged this as unusual and planned to mention it in her next correspondence.

"He normally pays pretty quick." — Melissa

LinkedIn Ad Account Blocker

Jim Cross believes he has added a credit card to the LinkedIn ad account, but the team cannot see it on their end. The likely cause is that the card was added to a personal LinkedIn account rather than the company ad account.

Resolution plan: Melissa will record a Loom video walking Jim through exactly where to add the card in the correct account.

"I'm going to make a Loom and show him exactly where he needs to go after this call." — Melissa

Note: Melissa's Loom account was at its seat limit at the time of the call. Mark agreed to add her to the Asymmetric team workspace.

Action Items

[ ] Send Loom video to Jim Cross showing how to add credit card to LinkedIn ad account (@Melissa Cusumano)
[ ] Follow up with Jim Cross re: unpaid spend-data project invoice (@Melissa Cusumano)
[ ] Add Blue Sky Capital $1,500/mo retainer in billing, start Nov 1 (@Mark Hope)
[ ] Add Melissa to Loom team workspace (@Mark Hope)

^[2]
^[3]
^[4]