An effective client offboarding process is essential for maintaining a positive relationship with clients, even after the business relationship has ended. It includes clear communication of the decision to end the relationship, feedback and suggestions, and a plan for transferring or handing off remaining responsibilities.
By working smarter, you can minimize your prep time and increase your chances of success. By knowing the right questions to ask before the call, you can be more efficient and effective in your sales efforts. This approach allows you to focus on what’s important and make the most of your time as a business owner.