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Podcast: The Audacious OBM with Leanne Woff
Episode: Creating Amazing Client Offboarding Experiences: Goodbye is never goodbye
Description: In this episode of The Audacious OBM Podcast, we're talking about the final piece for our Creating Amazing Client Experiences series - Offboarding. Leanne discusses the importance of the offboarding process being pleasant for both you and your client. Some of the wonderful points that cover are: It is important to be specific when communicating with clients about the offboarding process. This will help to avoid any confusion or surprises. The client should be given the opportunity to ask questions about the offboarding process. The client should be given all of the information they need to access their account...