It’s Never Easy To Fire a Client

Financial Snickens

Firing a client is never easy, but sometimes it’s necessary in order to protect your business and your core values.

In this episode, I highlight things to consider before cutting ties with a client, and why it’s crucial to salvage as much of your professional relationship as possible when it’s time to say goodbye.

In this episode, you’ll also hear:

• Steps to take before firing a client
• My recommendations for documentation and formal disagreement letters
• Why you should avoid burning bridges with clients

Must-listen moments:

[00:01:35] Be very clear and specific about the issues you've identified, try to remain professional and avoid becoming emotional.

[00:02:36] Provide a very clear and specific formal disengagement letter to the client. It should include the reasons for the termination, how information is gonna be passed on, and the date on which the relationship will actually end.

[00:03:34] If possible, try to resolve the issues and maintain a positive relationship. However, if the relationship becomes too difficult or damaging to you or your business, it may be necessary to part ways, but do your best to leave the relationship on good terms.

Visit our website and click on the Let’s Talk button: http://www.firststepsfinancial.com

Reach out to Alisa: [e-mail]

Connect with us on social media!

FB - https://www.facebook.com/FirstStepsFinancial

IG- https://www.instagram.com/firststepsfinancial/

LinkedIn -https://www.linkedin.com/company/first-steps-financial/

Podcast audio/video editing and show notes by http://www.podcastabundance.com/services.