offboarding

Winning and losing clients is part of the agency business. But with the right processes in place, you can smooth client transitions and maintain positive relationships no matter the outcome. Let’s tackle best practices for onboarding new clients and offboarding those who leave that will improve the client experience, get to work quickly, and enable future referrals. Managing client transitions seamlessly As a search agency, you are always trying to win new business. This means countless pitches, opportunities,…