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

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