The Ambitious Bookkeeper Podcast 152 | Offboarding Clients
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:
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