1. EachPod
EachPod

#53 How To Successfully Offboard A Client

Author
Sam Browne & Jo Jensen
Published
Wed 19 May 2021
Episode Link
https://pod.co/the-sam-and-jo-va-show/53-how-to-successfully-offboard-a-client

We say farewell to clients for a number of reasons … some good (they’ve outgrown us) and some bad (you're not a great fit).

But no matter the reason for saying adios, there is a serious of steps you need to take in order to off-board your client successfully and professionally.

In this episode you’ll learn:

  • Whether or not you should stick to your notice period.
  • What you’ll need to hand back on your last day.
  • What to do if your client is leaving on bad terms.
  • When to provide a refund.

Join the Scale It! Mastermind for established virtual assistants looking to level up their business. Make more money, get more clients and grow your team today!

Sam + Jo xoxo

Share to: