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4 Elements of Offboarding to Increase Client Retention and Referrals

April 27, 2023

Sarah Williams

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Here, you'll find all of the resources, tutorials and behind the scenes to audit & elevate your client experience. Our goal? To increase the lifetime value of your clients and make your client experience your brand's secret advantage.

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“A lot of times our clients or just entrepreneurs in general, from what we’ve seen, just say, ‘Okay, we’ve delivered. See you later.’ and that is not what I want you to be doing. I want you to always be looking for those opportunities to continue to nurture that relationship.”

Welcome back to the It’s A Vibe Podcast. In today’s episode, I’m talking about one of the most missed opportunities to get more business: offboarding. We’ll go through 4 different elements that you can add to your offboarding to strengthen your client relationships and boost your bottom line.

In this episode:

  • How elevating your offboarding can get you more business 
  • Having a handover call at the end of a service
  • Upselling your clients to a new offer
  • Asking for a review, social proof, or a referral request
  • Formally inviting them to an ambassador or affiliate program

Don’t forget to tune into the podcast next week to learn about 3 signs your offers aren’t clear enough.

Resources from this episode:

Catch up with last week’s episode of the It’s a Vibe Podcast How To Audit Your Client Experience.

Learn more about The Elevation Lab at: rebeloffice.ca/lab

Get The Elevated Offers Module here and learn how to structure your products and services to deliver transformational results AND diversify to increase client retention.

Get The Elevated Experiences Module here and get a step-by-step guide to designing and building an intentional client experience and overhauling your internal operations to make running your business a joyride.

Connect with Sarah

I’m on a mission to help our clients deliver transformational client experiences at every turn and become wildly in demand.

Instagram: @rebeloffice

Website: rebeloffice.ca

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