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Last Friday, a female creative asked me what is client offboarding. So today, I decided to create a blogpost to explain more about Client Offboarding and how important it is for business owners/CEOs to implement it in their business processes.
Client Offboarding is basically all the steps you need to take that will indicate to your clients that the project/working relationship has ended.
Creating the right offboarding process will help to boost client satisfaction, show that you're a true professional, and most importantly increase your client referral rates or repeat business. This has proven to be a great way to impress your clients and attract new ones. This is why it is important that you create a framework that will effectively nurture and serve your clients from start to finish.
Here are a few tips to help you create a powerful client offboarding process:
Goodbye Message/Farewell Email
Your goodbye message/ farewell email gives you the opportunity to express a final thank you to the client for choosing to work with you and your business. You can also give a detailed summary, breakdown, or overview of the project/work that was completed during your time together.
Final Deliverables
This is when you officially handover all your client's files, documents, deactivate the client portal, remove all client password access, and archive project boards, etc. These client files can be uploaded in a shared Google Folder for easy and convenient access.
Client Feedback/Testimonial Form
I can't express how imperative this step is. After delivering exceptional service to your clients you should always request a testimonial or feedback from them. This will help you to make improvements to your services/business and also to show as social proof on your website and social media handles for other potential clients to see.
Client Gifting
Surprising your clients with a thoughtful gift is a nice way to show your appreciation and make them feel valued and special. This gift doesn't have to be overly expensive; a nice gift card or journal will do the trick.
Creating and staying consistent with this process can be time-consuming especially if you don't have a CRM (Client Relationship Management) for your business. In order to not feel overwhelmed or chained to your desk while handling these tasks, it's best for you to invest in a system that will allow you to create workflows that will automatically trigger all the steps in your client experience process. This will save you a ton of time and create consistency in your daily client communication.
If you have a growing business, you have dream clients to serve, and signature offers to maintain but don't have CRM or framework in place, investing in Dubsado CRM is exactly what you need to transform your operations. At the end of the day, your client experience is what will boost your profitability which is why it is important for you to focus on curating a 5-star experience for your clients and simplifying your business operations. ✨
If you're ready to start offering your clients a 5 start experience, click the button below to check out my Dubsado VIP Day transformation or click here to book your free clarity session. I have 2 spots available for March.
You can also use my Dubsado affiliate link to get 20% off your first month or year https://www.dubsado.com/?c=chr...
What does your offboarding process look like? Does it include any steps that I haven’t mentioned in this post?
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