Latest / The Ops Experts Club Podcast
71. The Often Unspoken Art of Offboarding Clients
SUMMARY:
In this episode Ben steps in for Aaron, who's soaking up the sun in Belize, to dive into the art and science of client offboarding. Joined by Terryn, they explore the bittersweet moment when a client is ready to fly solo after a successful collaboration. The discussion covers the importance of a smooth offboarding process, from wrapping up projects and transferring assets to ensuring clear communication and maintaining a stellar reputation. They share practical tips, like using a 30-day notice period, creating shared drives for seamless file handoffs, and maintaining detailed SOPs…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.