78. The right way to wrap up your client engagements

Every client engagement comes to an end, eventually.

And when it does, I'm a big believer in having an "off-boarding" call.

In my opinion, these are critical. It can sometimes be a little uncomfortable—even when things end on a good note.

But they are extremely valuable to both you and the client. I'll explain why.

In this episode, I talk about: 

1. Why you want to have off-boarding calls with your clients (and not let things phase out into oblivion).
2. What to talk about during those calls, including accomplishments, results, things still to be done, feedback for you (good and bad), as well as an offer to stick around to ensure a smooth transition.
3. How to use that process as the basis for case studies, testimonials, and improvements to the way you do your work, and much more.

Do you hold off-boarding calls? Will you start now if not?

I'd love to hear what else you do at the end of your client engagements.

Link to episode in community: https://society.mindshare.fm/c/mentorship/78-the-right-way-to-wrap-up-your-client-engagements

—kw