How to Disengage Clients to Free Up Time, Without Blowing A Hole in Your Business

Free Webinar

How to Disengage Clients to Free Up Time,
Without Blowing A Hole in Your Business

Tomorrow / Tuesday 11am ET

REGISTER »

Ready to shed some clients, but want to maintain revenue?

Your client roster needs trimming to maintain your sanity and to improve the health of your business, but you worry about:

👉 losing revenue

👉 having the right words

👉 nasty-grams

When the opportunity cost of keeping bad-fit clients is clear, then the rest is simply tactics.

✅ You need the right words to say to deliver the news graciously, without sounding clunky or blunt.

✅ You need the timeline and a clear process for off-boarding them.

✅ Your front desk needs a clear script for the few special cases who will squawk and want to bend your ear.

✅ You need to know it's going to be ok and you're not making a huge mistake you'll later regret.

Disengaging no-longer-a-fit clients becomes easy when you know what it’s costing you to hold on to them, you have the right words to let them go with a clear conscience, and you can do it in a way that makes sure you have the revenue you need.

You’ll be amazed at how quickly you feel relief as soon as those letters go out the door.

How to Disengage Clients to Free Up Time,
Without Blowing A Hole in Your Business

Tomorrow / Tuesday 11am ET

REGISTER »

 

 

Know a CPA who's overwhelmed or overworked? Please consider forwarding them this email :) and thanks!

Received this email from a friend, and you want in? You can subscribe here.

Fair warning: I send 4+ emails per week. If that's too much, put'em in a folder to read with your Saturday AM coffee, or unsubscribe below.

Typoes are freee; your welcome. :)

Got a topic idea, or a question? Send it my way. I love hearing from you.

 
Geraldine Carter