It happens. Sometimes you lose a client. Whether or not it was your fault you still need to deal with it. Handling a client off-boarding well is the smartest thing to do for both you and your soon to be former client.
In this video, we dive into the critical process of off-boarding clients as an MSP. While parting ways with a client is never easy, how you handle the transition can make all the difference in preserving your reputation, leaving the door open for future business, and setting a standard of professionalism in the industry.
We'll walk through key strategies for ensuring a smooth MSP Client off-boarding process that prioritizes the client's needs, including proper data transfer, clear communication, and providing final support. Plus, we'll discuss how to maintain relationships that could potentially win the client back down the line, turning a professional exit into a future opportunity. Whether you're wrapping up a short-term contract or ending a long-standing relationship, this guide will help you navigate the transition with integrity and class.
Key moments in the video:
00:48 - What does your contract say about offboarding?
01:20 - Can I charge for offboarding?
01:50 - Building your offboarding process
02:33 - What info should you include?
04:16 - What does your transition look like?
04:59 - What if the new MSP needs my help?
05:45 - What if I fire the client?
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