Creating a 'See You Soon Kit' for Clients

Do you already have an elegant way of wrapping up with clients? If you work with people one-on-one, it's important to systematize business values that you say are important to you, like surprise and delight, or giving clients a red carpet experience from start to finish.

Many of us have thought more about that on the front end than when we're actually closing out with a client—that's why I'm super excited to bring you this listener submission episode from previous guest and BFF, Jacqueline Fisch.

🌟 5 Key Takeaways

• Share a few sentiments about working together: What you accomplished, any encouraging words or celebratory notes.
• Ask for feedback via short survey: then turn that into a testimonial for them.
• Ask for referrals: “If I could fill my roster with more clients like you, I’d be over the moon!” Draft the referral email for them.
• Suggest ways to continue their momentum: Ideally by suggesting two or three options to continue working with you.
• Keep in touch! Share social links, and ask them to connect with you there and in your newsletter (if they aren’t already subscribed)

📝 Permission

Ask directly for referrals and feedback, in an elegantly streamlined and systematized way.

✅ Do (or Delegate) This Next

Create your own See You Soon kit and feedback survey for when you wrap-up with clients. Want a head start? Check out Jacq’s Intuitive Client Service Bundle.

🔗 Resources Mentioned

• Templates: Jacq’s Intuitive Client Service Bundle
• Community: Join us in BFF!
• Service: Sugar Wish

📚 Books Mentioned

• Jacq’s Intuitive Writing: The Remedy for Writer's Block and the Secret to Authentic Communication
• The Referral Engine
• Free Time: Lose the Busywork, Love Your Business
• Pivot: The Only Move That Matters Is Your Next One
• Life After College

🎧 Related Episodes

• Free Time: 179: Video-Free Business and Intuitive Writing with Jacqueline Fisch, 183: Letting Go of Productivity Guilt with Madeleine Dore, 120: Transform Your To-Do List into a Results List — Leanne’s Favorite Time-Saving System
• Pivot: 70: Build a Referral Engine with John Jantsch, 45: Post-Launch Pivot Point + Visit From the Furry Rest Monster

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