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When a client decides to switch to a new MSP, it can be a challenge for the outgoing MSP. In this episode of the All Things MSP podcast, hosts Justin Esgar and Eric Anthony discuss the challenges of dealing with a client who is switching to a new MSP. They talk about how to handle the offboarding process, how to avoid burning bridges, and how to protect your reputation.Here are some tips for dealing with a client who is switching to a new MSP:
Be professional and courteous. Even if you're disappointed that the client is leaving, it's important to be professional and courteous throughout the offboarding process.Provide clear and concise documentation. Make sure to provide the new MSP with all of the documentation they need to take over the client's account.Be patient. The offboarding process can take some time, so be patient with the client and the new MSP.Avoid burning bridges. Even if you're not happy with the client's decision to switch to a new MSP, it's important to avoid burning bridges. You never know when you might work with the client again in the future.

By following these tips, you can make the offboarding process as smooth as possible for both you and the client.In addition to the tips above, Justin and Eric also discuss the importance of protecting your reputation when a client switches to a new MSP. They talk about how to avoid making negative comments about the client or the new MSP, and how to focus on providing excellent service to your remaining clients.By following the tips in this episode, you can ensure that you handle the offboarding process professionally and protect your reputation.