Agency Blueprint

Season 9 | Ep 104 | Transitioning Clients: How to Make the Shift


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What do you do with your current clients when niching down on your services or clients? Niching down your agency makes processes more efficient and effective and is a large part of your growth and transition. 

In this episode of The Agency Blueprint, I discuss the impact of niching down on your existing clients and how to handle the shift. I also explain how to manage transitioning clients when you stop offering a service where everything stays under your brand’s look and feel.  

Don’t miss this episode to learn more about methods of transitioning!  

Key Questions:   

  • [00:41] What do you do with clients after niching down your ideal clients or the services you offer?  
  • [08:38] How is your shift going to impact your agency at large?  

What You’ll Discover: 

  • [01:51] Why you shouldn’t worry about your clients finding out about your niching down process. 
  • [03:09] Ripping the band-aid method – letting go of everyone outside your focus. 
  • [03:40] The transition method – this is about how and when you make adjustments.  
  • [05:32] How to manage the transition when you stop offering a service.  
  • [07:18] The importance of being open and honest when communicating with a client about the shift.  
  • [09:01] Understanding why working with clients outside of your focus won’t make sense over time.

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Agency BlueprintBy Robert Patin

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