wiki/clients/current/didion/2026-02-20-check-in-status.md · 288 words · 2026-02-20

Client Check-In — Pending Items Follow-Up

Overview

During the Feb 20 end-of-week call, Melissa flagged that she had sent Didion pending items earlier in the week and had not received a response. Given the broader context of client churn concerns following the former partner situation, the lack of reply prompted enough concern to warrant a proactive check-in.

"I will reach out to Didion today, because I sent her stuff earlier this week, and I haven't heard anything from her. And so I know she's really busy, but it does make, now with all of this stuff, it makes me a little nervous."
— Melissa Cusumano

Mark agreed the check-in was warranted.

Status at Time of Meeting

Context

This check-in was flagged during a broader financial crisis review in which the company was assessing which clients were at risk of churning. Several clients had recently been lost or were teetering (Axley, Trocte, Advanced Health & Safety). Didion was not identified as actively at risk, but the silence was enough to warrant attention given the climate.

Didion's contact information is maintained in ClickUp under the client's Resources list (primary contact field).

Action Items

Sources

  1. 2026 02 20 Weekly Eow Call Melissa
  2. Index
  3. Index