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Josh shares his thoughts on what to do based on a recent situation of a client passing away.
In This Episode
00:00 - Introduction
03:48 - Take the high road
05:40 - 1)Backup sites
06:20 - Giving control
08:06 - 2)Users and passwords
08:57 - Organize together
09:54 - 3)Contact info
12:22 - 4)Transition plan
13:03 - Ask questions now
13:55 - Be helpful
16:16 - 5)Plan of action
16:34 - New relationships
19:03 - Recap
Get all links, resources and show notes at:
https://joshhall.co/141
Get my quote, contract & invoice templates (for free) with a 7-day trial of 17hats, the CRM I've been using for over 10 years!
👉 Start my 7-day free trial
By Josh Hall5
104104 ratings
Josh shares his thoughts on what to do based on a recent situation of a client passing away.
In This Episode
00:00 - Introduction
03:48 - Take the high road
05:40 - 1)Backup sites
06:20 - Giving control
08:06 - 2)Users and passwords
08:57 - Organize together
09:54 - 3)Contact info
12:22 - 4)Transition plan
13:03 - Ask questions now
13:55 - Be helpful
16:16 - 5)Plan of action
16:34 - New relationships
19:03 - Recap
Get all links, resources and show notes at:
https://joshhall.co/141
Get my quote, contract & invoice templates (for free) with a 7-day trial of 17hats, the CRM I've been using for over 10 years!
👉 Start my 7-day free trial

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