Once you have completed a rebranding project for a client or have successfully achieved results with a social media marketing campaign, it may be time to say goodbye to your client. A proper offboarding process will help you leave the working relationship on a good note that might inspire more work in the future.
As a private label SEO program supplier and white label marketing partner, we have taken note of the best offboarding practices that agencies around the world follow.
Review
Take a look at the original brief versus the results of the completed project, and be sure to reiterate what was accomplished. Even if you have already sent your client a report, include highlights in your offboarding review that will help your client understand what went well and what next steps were born of the project.
Send All Documents
When offboarding a client, be sure to send them all documents, links, and passwords related to the project. Include an Excel or Google Sheets menu that links to all their files for their convenience.
Do You Want $1000?
Before you offboard your client, you will need to wow them with digital marketing services that stand out. We have helped thousands of agencies around the globe build more profitable, more resilient businesses. We’re so sure that we can do the same for you that we’re willing to give you $1000 of FREE white label services on us.
Meet With Them
Many agencies fail to show the same care and attention during the offboarding process that they did during the onboarding process. Book a meeting and ask for feedback from your client that you can use to streamline your agency. Build out a form or questionnaire that you can reuse down the road for every offboarding.
Send Them A Thank You Email
Finally, send the client a sincere and grateful email a week or so after they have left. Include discounts for future services or upsell maintenance services that could help keep their project’s results safe. This final email is still a chance to create a repeat customer or a brand fan who gives favorable testimonials to others.
Saying goodbye (for now) to your clients is a whole lot easier when they’re leaving on a good note. Excellent results tend to impress customers, leading to repeat sales, glowing reviews, and recommendations. When you outsource your digital marketing agency’s projects to our highly skilled white label marketing team, you can expect quality outcomes every time. As a pay per click reseller, we offer a wide range of white label marketing services. Explore them here.
