Egan Transition — Client Reassurance Plan

Overview

Following news of the Egan situation, two Wisconsin-based clients — Trakti and Axley — expressed concern. Neither appeared upset, but both were unsettled given their history as longtime partners. A proactive in-person visit was agreed upon to strengthen relationships and provide reassurance.

This plan was discussed between Sebastian Gant and Mark Hope in their weekly call on 2025-10-21, building on a prior conversation Sebastian had with Melissa.

Client Reactions

• Trakti: Sebastian met with them the day before the call. They were informed of the Egan news at the end of the meeting. Their reaction was described as curious rather than upset — understandable given the long-standing relationship.
• Axley (Robin): Mark had been in some contact with Robin recently. Similar concern anticipated. Mark was advised to reach out directly to provide reassurance.

Reassurance Plan

In-Person Visit

• Who: Sebastian Gant (primary), Mark Hope
• When: Early November (before Thanksgiving, while weather is still manageable in Wisconsin)
• Format: ~2 full days on-site with partial travel days on either end
• Goal: Visit all Wisconsin-area clients, firm up relationships, demonstrate continuity and commitment post-Egan

Immediate Outreach

• Mark to send a direct reassurance email to Trakti and Robin (Axley) before the visit is scheduled

Action Items

• [ ] Email Trakti + Robin (Axley) re: Egan transition reassurance (@Mark Hope)
• [ ] Finalize dates for early November Wisconsin visit and book flights (@Sebastian Gant)

Related

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• ^[2]