WHAT THIS IS: It’s important to not only serve, educate and delight our clients in the onboarding process but in the offboarding process as well. Just because the big event is done and over with for your client, does not mean your client’s experience is over! Seize the opportunity to continue nurturing your client by keeping the communication flowing and offering them future opportunities to work with you.

WHY YOU NEED THIS: We do not ever want you to treat your client like a number or a transaction. Keep doing the work and nurture that client relationship you have worked so hard to establish. This client offboarding packet will allow you to continue that client relationship through step by step directions on how, when and where to continue that line of communication. This packet will keep you organized, accountable and allow you to create that lasting impression!