Sign up to save your podcasts
Or
Share The Process Of Offboarding Clients
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Process Of Offboarding Clients
It's time for you to finalize your contracted obligations with a client - the separation process. Kristina is talking about offboarding in this episode and it's not as complicated as you're making it! Offboarding is creating a plan and processes of all the necessary tasks that must be done consistently each time you finalize your services with a client. This is your last opportunity to wrap up all you have done in a pretty package tied with a bow. Let's make sure you end on a high note!
Don’t fall short on your overall customer’s experience with you just because you forgot to do something at the end to wrap up your contractual obligations! Tune into this episode to hear Kristina talk about the offboarding process and how creating those systems and processes now, will save you in the future.
Whether it’s hand-written thank you’s or email correspondence, surveys to vendors and clients or cataloging photographs from your events, each of us have a series of tasks that need to be done as we are wrapping up our services with any particular client. Catch this episode to hear Kristina explain how creating an offboarding plan of the steps you need to take each time will help you be more productive and consistent.
You’ve just wrapped up the wedding of the century! Congratulations! Now it’s time to review your contract to ensure you’ve met all your obligations, write thank you notes, catalog your event photographs, send out a survey and ask for a testimonial about the services you’ve provided. That’s offboarding and it really is as simple as creating a list of these items you do each time to make sure you don’t forget any checkboxes at the end.
BY THE TIME YOU FINISH LISTENING, YOU’LL UNDERSTAND that creating an offboarding process is actually quite simple… it’s just a list of to-do items or steps you take consistently at the end of your contractual obligations with a client.
Do you have an offboarding process already in place? Share with us what it is and tag us on Facebook or Instagram @theringtheblingandallthethings
Connect with the host:
Kristina Stubblefield - www.kristinastubblefield.com social media @kristinastubblefield
View all episodes
By The Ring The Bling and All The Things
4.9
4040 ratings
It's time for you to finalize your contracted obligations with a client - the separation process. Kristina is talking about offboarding in this episode and it's not as complicated as you're making it! Offboarding is creating a plan and processes of all the necessary tasks that must be done consistently each time you finalize your services with a client. This is your last opportunity to wrap up all you have done in a pretty package tied with a bow. Let's make sure you end on a high note!
Don’t fall short on your overall customer’s experience with you just because you forgot to do something at the end to wrap up your contractual obligations! Tune into this episode to hear Kristina talk about the offboarding process and how creating those systems and processes now, will save you in the future.
Whether it’s hand-written thank you’s or email correspondence, surveys to vendors and clients or cataloging photographs from your events, each of us have a series of tasks that need to be done as we are wrapping up our services with any particular client. Catch this episode to hear Kristina explain how creating an offboarding plan of the steps you need to take each time will help you be more productive and consistent.
You’ve just wrapped up the wedding of the century! Congratulations! Now it’s time to review your contract to ensure you’ve met all your obligations, write thank you notes, catalog your event photographs, send out a survey and ask for a testimonial about the services you’ve provided. That’s offboarding and it really is as simple as creating a list of these items you do each time to make sure you don’t forget any checkboxes at the end.
BY THE TIME YOU FINISH LISTENING, YOU’LL UNDERSTAND that creating an offboarding process is actually quite simple… it’s just a list of to-do items or steps you take consistently at the end of your contractual obligations with a client.
Do you have an offboarding process already in place? Share with us what it is and tag us on Facebook or Instagram @theringtheblingandallthethings
Connect with the host:
Kristina Stubblefield - www.kristinastubblefield.com social media @kristinastubblefield