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Seamless Offboarding

  • $77.00

Seamless Offboarding

We all know how exciting it is to onboard a new client and dive into a project, but what often gets overlooked is the art of a graceful exit, the offboarding process. It's where we leave a lasting impression and set the stage for future opportunities.

Imagine having your offboarding process set up in a day. It's not a daunting task – it's achievable, and it's incredibly rewarding, not only for your clients but also to automate 90% of the process.  This action plan is your roadmap to achieving exactly that.

WHAT YOU'LL LEARN AND ACHIEVE...

✅ Discover the 5 step "Client Send Off Success Method" for offboarding clients with ease 

✅ Creative Ways To Stand Out From Other Service Providers 

✅ Set up your offboarding process in one day. 

✅  Templates to help you get everything up and running super fast. 

 

WHAT YOU'LL RECEIVE...

1. Deep Dive Training On How To OffBoard Clients With Ease With Brandi Mowles

2. Action Guide Packed Full Of Examples Of The 5 Different Steps For Successfully Offboarding Clients So They Refer You To All Their Peers And Buisness Owners. And Actionable Steps For You To Take To Craft Your Very Own.

3. Offboarding Checklist A full checklist that you can take and put into whatever Project Management Software you are using.

4. Send Off Call Meeting Agenda A Done-For-You complete meeting Agenda and notes on how to hold the meeting and what to talk about.

5. Client Feedback Survey A Copy and Paste Survey that you can put in your CRM to make sure you send to each client to gain insights and testimonials.

6. Referral Information Packet An outlined document that you can give to each client during onboarding so they know how to refer you to other clients.

7. Send Off Email - A Done-For-You email that you can send to your client once the contract is officially over.

IS THIS COURSE AVAILABLE IN ANY OTHER PROGRAM?

Yes, it is available inside of Serve Scale Soar® membership. As long as you are a member of SSS you will have access to all Action Plans + Deep Dive Trainings. If you leave SSS you will no longer have access.

This is a digital download. Once you checkout, you will receive an email with a PDF download. That download will have instructions on how to access your Action Plan, Deep Dive Video Training, and Templates.

This is a digital download. Nothing physical will ship.

ADD ON THESE & CREATE THE DIGITAL DREAM TEAM

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