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152 | Offboarding Clients
Manage episode 423121667 series 3357763
In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.
In this episode you’ll hear:
- offboarding processes related to documents & software
- importance of cooperation during client handoff
- recognizing when you can’t serve a client's needs
- seeking feedback & testimonials in a neutral or positive parting
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Chapters
1. Introduction (00:00:00)
2. Handling Client Termination: First Steps (00:02:42)
3. Ethical Offboarding Practices (00:04:03)
4. Document Retention and Access (00:04:42)
5. Offboarding Task Lists (00:05:47)
6. Seeking Feedback and Testimonials (00:06:58)
7. Conclusion (00:07:22)
178 episodes
Manage episode 423121667 series 3357763
In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client relationship with professionalism and integrity.
In this episode you’ll hear:
- offboarding processes related to documents & software
- importance of cooperation during client handoff
- recognizing when you can’t serve a client's needs
- seeking feedback & testimonials in a neutral or positive parting
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Chapters
1. Introduction (00:00:00)
2. Handling Client Termination: First Steps (00:02:42)
3. Ethical Offboarding Practices (00:04:03)
4. Document Retention and Access (00:04:42)
5. Offboarding Task Lists (00:05:47)
6. Seeking Feedback and Testimonials (00:06:58)
7. Conclusion (00:07:22)
178 episodes
All episodes
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