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What's a Client Goodbye Pack? Let's Dive In!

Quick question โ€“ do you already have a Client Welcome Pack? If you do, you're doing awesome, and here's a virtual high-five! ๐Ÿ™Œ


Now, here's the next question โ€“ do you have a Client Goodbye Pack too? ๐Ÿค” It's something I've been working on recently. While my Welcome Packs are all polished and ready to go, the idea of creating a Goodbye Pack only recently crossed my mind. You know what, you might not have thought about it either, but trust me, it's that extra touch that can set you apart and make your client experience truly special.

Typically, when I finish a project, I send out an email that covers the offboarding process. It's filled with all the important but not-so-exciting GDPR Data Policy stuff โ€“ you know, what I do with your information now that our contract has come to an end. Boring, but crucial. Clients want to be sure that all the logins I've had access to are properly cleared out.

But having a Goodbye Pack? ๐ŸŽ Now that's a different ball game. It's a way to assure your client that you're not just going to disappear once the project is over and the payment's done. It's these little touches that can make your clients feel truly special. Plus, it provides a clear and definite end to a project, something some clients truly appreciate (we all know the type!).

Now, what goes into a Client Goodbye Pack, you ask? Well, for me, I like to keep it simple, and a lot of what's in the Welcome Pack also finds a place in the Goodbye Pack. Here's what you'll typically find in my Goodbye Pack:

๐ŸŒŸ Thank You's: This is where I express my heartfelt gratitude to my clients for choosing me to be a part of their business journey. The Goodbye Pack version is more general, and I save the extra personal thank-yous for the email that goes along with the PDF.

๐ŸŒŸ Deliverables of the Project: A quick rundown of what I've actually done for them, usually in bullet points for a quick summary.

๐ŸŒŸ GDPR: Yep, data protection is a must even when saying goodbye. This section assures clients that any login details I had or data I no longer need have been properly wiped. I also link to my Data Protection Policy if they'd like more info.

๐ŸŒŸ Resources & Troubleshooting: I include useful links to help them navigate after we part ways. It might be a helpful blog post I've written or information about getting in touch with me in case they need help.

๐ŸŒŸ How to Contact You: This part is mostly copy-pasted from my Welcome Pack. It includes my office hours, response times for emails/messages, and even my social media handles, just in case they're not already following me.

๐ŸŒŸ Additional Services: Here's where I subtly promote other services I offer. Some clients might not even be aware of these services, so this section is like a little bonus.

You might also consider adding extra sections, like any referral programs you have, a link to your feedback form, and a request for testimonials. It's all about wrapping things up on a high note! ๐ŸŒˆ

This Goodbye Pack is something I walk my clients through when we're working on their Dubsado setup. Onboarding is crucial, but offboarding matters just as much. No one wants to feel abandoned after the project ends, right? Having an official goodbye sets clear boundaries and assures your clients that, yes, we are done! Trust me, giving attention to offboarding is as important as onboarding, and it makes a real difference.

If you want to dive deeper into creating a remarkable client experience, like adding a Goodbye Pack to your offboarding workflow, come check out my Strategy Session package. We'll map out your entire client process, making it streamlined and truly wow-worthy! ๐Ÿš€

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