The Sam + Jo VA Show

#53 How To Successfully Offboard A Client


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We say farewell to clients for a number of reasons … some good (they’ve outgrown us) and some bad (you're not a great fit).

But no matter the reason for saying adios, there is a serious of steps you need to take in order to off-board your client successfully and professionally.

In this episode you’ll learn:

  • Whether or not you should stick to your notice period.
  • What you’ll need to hand back on your last day.
  • What to do if your client is leaving on bad terms.
  • When to provide a refund.

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Sam + Jo xoxo

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The Sam + Jo VA ShowBy The VA Foundry with Sam + Jo