Create a client goodbye packet with this step-by-step guide to streamline your client offboarding and end projects on a great note.

Onboarding a client goes automatically. What about the offboarding of your design clients? What steps do you take after you've finished the final revisions and sent the files or handed over the website? Is that it? Or is there more you can do to make sure your client walks away happy? And what about how this project can help you land new projects? In this blog, I'll dive into what the offboarding process for design clients is and what the elements of the design client offboarding process are

Want a better client onboarding process? This post shows you how. Learn to create an efficient workflow that impresses clients and sets up your projects for success. Save time and start every client relationship right with these practical tips.

Onboarding Client | The Onboarding Process is essential to your Social Media Manager Business. When you are onboarding new employees or onboarding clients, you need a template in place for cohesive branding. This board has onboarding checklist for onboarding employees. The onboarding kit and screen will give your client a better client experience as a social media manager!

Lesson learned quickly🥲 When there’s little to no guidance in the handover phase, expect chaos!! 🤯 Clients will be overwhelmed and unconfident using their new visuals. All that excitement for them to not understand how to properly implement their new brand. It’s our job to make brand application as EASY possible. That’s why I completely overhauled my offboarding process. I include detailed guidelines, sheets, resources and an offboarding call to ensure my client is confident using their...

I had no clue what I was doing when I landed my first client🥴 😅What does the process look like? 💰How do I take payments? 🫠What happens when someone enquires? 📢How do I communicate with clients? So, I took messy action and learned as I went (making a few mistakes along the way). Over the past 5 years of running my design business I’ve managed to figure it out as I go, but you don’t have to👀 That’s why I’ve created a 14 page guide that will teach you how to master your client process…

Having a clearly defined client off-boarding strategy can lead to turning one-off projects into legacy clients. Not only does this keep a client contract going; it lowers the number of new clients you need to bring in each month! Here is my breakdown and advice for setting up your offboarding process for coaching and service-based businesses! If you are ready to streamline this process, check out The Afro Coach Shop for templates to speed up your off-boarding client process!

Find out how to create a stand-out client offboarding process in order to provide an elevated client experience and generate referrals!

Hey ya, everyone! I’ve been getting questions about our client onboarding process—from the first time someone contacts us until the project starts. So in this blog post, I’m gonna give you a sneak …