How do you, perfectly, off board a client?

jikajika·Nov 01, 2021

Some colleagues & I are wrapping up our first long term client next week, and I was thinking about the proper way to do the handoff of assets. What we've come up with so far:

We are going to collectively put any assets in a Google Drive
We're going to have a call with him with our suggestions on how he could move forward with certain aspects of his business
Give him referrals for our replacements (if we can)

And more small things like this.

Any other suggestions to make this handoff as smooth, short, and clean as possible?

sigridviaene·Nov 02, 2021

Hi hi,In the past, I had clients that kept knocking although they had received all info & assets in a structured & clear way. It is just easier to ask "a quick question".I would suggest scheduling a "post handover" meeting 3 weeks after the end date. And to create a shared doc where they can collect their questions for this meeting. This way, they have the opportunity to figure things out by themselves for awhile but know they have a last opportunity to ask questions. Secondly, you can answer follow-up questions with: "I'll add it to our post-handover meeting." And more importantly, you can finish up cleanly and move on to the next project while the client doesn't feel dumped and had a fair time to adjust to the transition. Anyway, that's my suggestion. Good luck

jikajika·Nov 02, 2021

Oh this is good!!I'm going to relay this to the team! Thanks!