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71. The Often Unspoken Art of Offboarding Clients
Manage episode 490973686 series 3562776
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SUMMARY:
In this episode Ben steps in for Aaron, who’s soaking up the sun in Belize, to dive into the art and science of client offboarding. Joined by Terryn, they explore the bittersweet moment when a client is ready to fly solo after a successful collaboration. The discussion covers the importance of a smooth offboarding process, from wrapping up projects and transferring assets to ensuring clear communication and maintaining a stellar reputation. They share practical tips, like using a 30-day notice period, creating shared drives for seamless file handoffs, and maintaining detailed SOPs and task migration lists. The team also reflects on common pitfalls, like ghosting clients or messy contract disputes, and emphasizes the value of leaving clients empowered and ready to succeed independently. Tune in for actionable insights on how to part ways professionally and why a good offboarding process is just as critical as a great onboarding one. Minute by Minute:0:00 Introduction
2:29 It’s a sad day…off boarding time
5:13 Transitioning over 30 days
13:19 Asking what off boarding looks like up front
16:27 Horror stories from off boarding
20:34 Stick to the contract
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