Knowledgebase

When a Client Ends the Relationship Print

  • clientonboardingoffboarding, client, troubleshooting, billing, refund, guide, howto, solution
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Being dismissed.

WHAT TO DO

Ask why, once, without defensiveness Complete outstanding obligations Hand over properly Settle the account

THE QUESTION

"I would find it useful to know what we could have done better."

Asked once, without argument.

WHAT THE ANSWER TELLS YOU

Frequently something fixable that others have not mentioned.

WHAT NOT TO DO

Argue Attempt to retain them aggressively Take it personally in the response

WHAT TO OFFER

A clean handover, and availability if needed.

WHAT THAT ACHIEVES

Clients who left well sometimes return.

Clients who left badly tell others.

WHAT TO HAND OVER

Everything, promptly.

WHAT TO SETTLE

Any outstanding invoice, and any refund due.

Promptly.

WHAT TO RECORD

Why they left.

WHAT TO REVIEW

Whether it is a pattern.

Several clients leaving for the same reason is information.


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