Nail Your Client Offboarding Process


Get confident in your offboarding process, so it's easy to follow every time.

Do you ever come to the end of working with a client and feel like it's a bit of a damp squib?

Or maybe you're just not sure if you've wrapped everything up properly?

I'm going to take you through each step of the offboarding process, so you can take the time (once and for all) to decide the steps in your own process. You'll get:

  1. A short video covering both the human and admin sides of offboarding (with closed captions and a transcript).
  2. An editable checklist of the offboarding components, so you can create your own list that works for you.
  3. Top tips and exercises to make it easier to request feedback and testimonials from your clients.

This product is for you if:

  • you’re an expert service-provider
  • you offer 1 to 1 services
  • you want to make the most of your offboarding process.

Some love for Nail Your Client Offboarding Process:

I have a MUCH clearer view of what my offboarding process should be and could look like. This was a beautiful example of how simple you make complicated topics to understand and action. Beth/Kiri Gillham, Virtual Assistant

And some love for Map Out Your Client Onboarding Process (just to show you that I make good stuff as this product is so new):

Jo really knows her stuff when it comes to client onboarding and streamlining systems. But where she really excels is that she provides clarity, wherever you are in your onboarding journey. In my case, I was able to get a top-down view but also zoom in and look at my current process in a more granular way. Her guidance allowed me to identify a few flaws, but also feel positive that I was using the right tools/tech for the job. Mary James, SEO Website Copywriter & Copy Mentor

Attended Jo's fab workshop focused on onboarding clients. I felt I was starting from scratch and had to do SO much. Jo's workshop was clear, calm and reassured me for what I'm already doing, as well as sparking ideas for what I can (and will) do to build on that. Not just good news for me but FAB news for my clients. Sarah Goddard, Public Fundraising Consultant

I’m Jo Shock from Streamlines Virtual Support, and I help 1 to 1 service providers to level up your client management.

I help to ease the mental load and get fit-for-purpose systems for your client onboarding, delivery and follow-up.

  • Whether onboarding new clients takes you forever...
  • Delivering for clients gets done but feels messy and overwhelming,...
  • Or you never get around to following up with past clients...

I gently untangle the pain points in your client management and find the right solutions for you.

Some happy 1 to 1 clients:

Jo found a new booking system for me that literally cut my admin time in half. It's so simple to use, it's really intuitive and it fits our needs perfectly.

Sophie Caws, Brighton & Hove Therapies

Jo somehow managed to take the mass of PostIt notes stuck in the corners of my brain, and laid them all out in a nice, logical order. The sense of calm that descended was wonderful. I feel more confident now that I can take on multiple projects without losing my mind!

Emma Young, Sustainability Communications Advisor

I knew the experience I wanted my customers to have, but I had no idea how to put it together... until Jo started asking me questions. She made it all seem so easy!

Cristina Hoyt Alvarez, Nutritionist

I want this!
Watch link provided after purchase

You'll also receive Jo Shock's emails (more info)

When you purchase this product, you also agree to receive my weekly emails with tips and accountability for levelling up your client management. You can unsubscribe at any time, and you can view my privacy policy here:

Last updated May 9, 2024

Please note, local sales tax will be added at checkout for this product.

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Nail Your Client Offboarding Process

I want this!