Nail Your Client Offboarding Process
A toolkit for 1 to 1 service providers
£25 (billed in US$) + tax
Make your last impression count
Do you ever finish working with a client and find the end is a bit of a damp squib? You’ve done great work for them but the final impression feels untidy and off-brand – not the neat send-off you wanted to give them.
Or maybe you’re rushing on to the next client with the sinking sense that you’ve missed something: Is there any outstanding admin? When do I ask for a testimonial? How should I keep in touch?
Offboarding doesn’t have to be a big event, but get it right and good things happen:
Your clients feel cared for and get a great experience, which can lead to repeat business and referrals.
You’ll actually request feedback and testimonials (great for future marketing) instead of burying your head in the sand about them.
You’ll save time by only gathering those resources clients need after working with you once.
You’ll stay on track no matter what: having a process to follow means no matter what life and business throws at you, you know where you are with offboarding each client.
And you’ll be confident you have every aspect of offboarding covered.
Ready to wrap things up like a pro?
I have a MUCH clearer view of what my offboarding process should be and could look like. This was a beautiful example of how simple you make complicated topics to understand and action.
Here’s what you get:
After checkout, you’ll immediately be taken to the toolkit, which includes:
A short video covering both the human and admin sides of offboarding (with closed captions and a transcript).
An editable checklist of the offboarding components, so you can create your own list that works for you.
Top tips and exercises to make it easier to request feedback and testimonials from your clients.
This toolkit is for you if…
– you’re an expert service-provider
– you offer 1 to 1 services
– you want to make the most of your offboarding process.
Get confident in your offboarding process, and make it easy to follow every time.
I’m Jo Shock from Streamlines Virtual Support
I help 1 to 1 service providers to level up their client management.
I help to ease the mental load and get fit-for-purpose systems for your client onboarding, delivery and follow-up.
Whether onboarding new clients takes you forever…
Delivering for clients gets done but feels messy and overwhelming…
Or you never get around to following up with past clients…
I gently untangle the pain points in your client management and find the right solutions for you.
Some happy 1 to 1 clients
Jo found a new booking system for me that literally cut my admin time in half. It’s so simple to use, it’s really intuitive and it fits our needs perfectly.
Jo somehow managed to take the mass of PostIt notes stuck in the corners of my brain, and laid them all out in a nice, logical order. The sense of calm that descended was wonderful. I feel more confident now that I can take on multiple projects without losing my mind!
I knew the experience I wanted my customers to have, but I had no idea how to put it together… until Jo started asking me questions. She made it all seem so easy!