During the [1], Mark and Melissa identified a critical blocker on the LaMarie account: the Bookly project is failing to meet its end-of-October deadline due to unresolved Zapier integration issues. This failure directly threatens the team's goal of converting LaMarie into a retainer client.
The Bookly scheduling integration relies on a Zapier workflow to sync data. As of this meeting, the Zapier connection is not communicating correctly, preventing the integration from functioning as scoped. Chris has been working on the issue but has repeatedly hit dead ends.
"He just keeps on running into issues. He's like, I just don't know why we even proposed. I was like, dude, it should have worked."
— Melissa Cusumano
The client (Lisa / LaMarie) was firm that this integration is what they want — reverting to an alternative solution is not an option.
"When I went back to try to propose something else, they were very adamant that this is what they wanted. We can't go back and say, this isn't going to work because it has to be able to work."
— Melissa Cusumano
Chris has calls out to both Zapier support and a Bookly representative to try to resolve the issue externally.
Securing a retainer with Lisa is contingent on successfully completing the current project scope — including the Bookly integration — and the [2]. A missed deadline or unresolved blocker significantly reduces the likelihood of Lisa agreeing to ongoing work.
"I think if all of that goes well… I think Lisa will be probably willing to do [a retainer], but it might be small."
— Melissa Cusumano
| Owner | Action | Due |
|---|---|---|
| Melissa | Push Chris to resolve the Bookly/Zapier integration immediately — treat as highest priority | Immediate |
| Melissa | Send LaMarie a written status update explaining the delay and revised timeline | Same day (2025-10-22) |
| Chris | Resolve Zapier sync issue; escalate to Zapier/Bookly support contacts already engaged | ASAP |