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## Account Overview

- Client since: October 2025
- Services: SEO + paid media management
- Monthly retainer: $8,500
- Primary contact: Sarah Chen (Marketing Director)

## Recent Signal

Sarah cancelled the May 20 monthly check-in. Rescheduled for June 5 but seemed rushed on the reschedule email. No explicit dissatisfaction, but tone was shorter than usual.

Rachael (junior AM) handled the last deliverable — a monthly report — and noted Sarah didn't respond to the Loom video walkthrough.

## Risk Assessment

- Medium risk. Missed check-in + silence on deliverables is a pattern that has preceded churn at other accounts.
- No active complaints, but also no active enthusiasm.
- Q1 results were mixed: paid media CPA improved 12% but organic traffic dipped 8% after a Google core update.

## Recommended Action

- Prepare a short, honest "here's what we see, here's what we're doing about the traffic dip" email.
- Offer a 30-min strategy call rather than just a status update.
- Flag to Anthony for review before sending.