66. 8 steps to removing a client from the advice relationship
Improve your efficiency | Improve your client experience
This procedure lays out the steps to sacking a client (after deciding that is what you want to do). Includes the 8 steps and a letter / email template to the client. Edit to suit your writing style / personality. Protect your business and your personal brand reputation by doing this correctly first time.
Why not add this template to your existing planning software template library today!
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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