Ambitious Podcast

A Client Just Asked For a Refund. Here's Exactly What To Do


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Refund requests. Cancelled contracts. Failed payments. Nobody's posting about this on Instagram, but it's happening in scaling businesses everywhere, including the ones you admire most. Today's episode is the masterclass that most business coaches won't touch, and it might be the most important thing you listen to all year.

 

The truth is, a client asking to leave rarely has as much to do with money as it seems. And if it's happening more than once in a while, there's almost always something fixable at the root, whether that's how you're selling, what your onboarding looks like, or how quietly you've been ignoring the warning signs in an existing client relationship.


Today I'm walking you through the full picture: how to prevent these situations from happening in the first place (including the over-promising, vague proposals, and convincing-people-in tendencies that are quietly creating them), exactly how to respond in the first 48 hours without spiralling, and why that response window will determine whether this stays a private conversation or becomes a very public one. I also get into how to actually run a de-escalation call, what it looks like to present a plan that saves a contract (I share a real client story of a $5K/month retainer that was kept for six more months with one phone call) and when legal action is and isn't worth it. Spoiler: it's almost always a last resort.If a message like "I need to cancel" ever landed in your inbox tomorrow, this is the episode you'd want to have already listened to.


Timestamps:

04:57 Prevention Game Plan

24:34 Regulate Before Replying

26:12 A High Stakes Case Study

31:56 Get Them on a Call

35:40 Move It Off Email

38:09 Find the Real Complaint

41:29 Flexible Resolutions That Work

44:03 Handle Public Callouts

46:16 When to Lean on Contracts

49:55 Legal Action Last Resort


To join the Ambitious Network for free, click HERE.

To connect with Kate on Instagram, click ⁠HERE⁠.

To apply for ITI, click ⁠HERE⁠.

To submit a question to be answered on the podcast, click HERE.

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Ambitious PodcastBy Kate Perkovic

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