Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

Double Your Profit Day #17 The SMART Way to Say Goodbye to Stressful Clients!

Aug 17, 2025
In today's discussion, the importance of firing bad clients takes center stage. Listeners learn to identify red flags that signal a troublesome relationship. Strategies for offboarding clients without drama are shared, emphasizing a systematic and emotionless approach. Protecting team morale is highlighted as a priority over keeping every customer. A surprising perk? Referring difficult clients to others can lighten the load and create space for more profitable partnerships.
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INSIGHT

Not All Fit Customers Are Worthkeeping

  • Not every customer who fits your target is worth servicing because they can drain resources and morale.
  • Recognize that poor-fit clients can undermine profitability even if they match your scope.
INSIGHT

Protect Team Over Retaining Every Client

  • Protecting your team is essential because skilled technicians are harder to replace than customers.
  • Prioritize employee time and emotional well-being over keeping every client.
ADVICE

Create An SOP To Offboard Bad Clients

  • Make firing bad clients an emotionless, documented SOP with exact wording and communication channel.
  • Use email templates, CRM flags, and checklists to protect against legal risk and accidental reengagement.
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