New beginnings are always exciting, but so are the endings! At the start of a project, the team is enthusiastic and full of ideas, and clients are brimming with expectations. It’s the time when everything seems possible. At the end of a project, a team walks away with valuable experience and a sense of accomplishment, having met all the client’s needs.
Working on a project is quite a journey. From getting to know your clients to saying goodbye to them, each part of this journey, although different, is equally significant for your client and your business. Client offboarding signifies the final end of a collaboration or a break before you work together again.
The approach to client offboarding gives a business a chance to overview the achievements and part ways with a client professionally, leaving a good impression and laying the foundation for future collaboration. It gives the team a chance to reaffirm the positive impressions they left their clients with. It’s the perfect time to tie up loose ends in the collaboration, exchange files, and ensure the payments were made before finally parting ways.
Not all collaborations run smoothly all the time; there can be ups and downs, but the offboarding process gives the team one last chance to show their professionalism and part ways on good terms or as much as that’s possible. It might also be a chance to persuade a client to stay if they were contemplating ending a collaboration midway.
Devoting as much attention to client offboarding as to client onboarding is important for the growth of your business. It ensures successful collaboration and allows the team to establish a remarkable reputation that will attract clients in the future. Offboarding clients requires the team to cover many project and collaboration aspects. In this video, we’ll go through them and share important client offboarding tips.
Check out our video about the role of an Account Executive [ Ссылка ], and don’t miss out on watching the video about collecting clients’ feedback [ Ссылка ]
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00:00 Intro
00:29 What is Client Offboarding?
01:24 Parting Ways With a Client
01:49 Express Gratitude
02:10 Recap the Achievements
02:34 Data Exchange
03:18 Get Paid
04:00 Collect Feedback
04:31 Future Collaboration
05:06 Outro
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