Discontinuation of Services Spreadsheet Workflow & Communications
The Discontinuation of Services process can be lengthy and it's easy to miss steps. Streamlining this workflow will leave your client with a great final impression, and it will save you time and energy.
It takes effort, and trial and error, to get the full process mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make the offboarding process harmonious and efficient.
What you get:
Checklists of tasks & to-dos
Email templates
Contracts (need to be legally vetted for your region)
How-to videos
The Discontinuation of Services process can be lengthy and it's easy to miss steps. Streamlining this workflow will leave your client with a great final impression, and it will save you time and energy.
It takes effort, and trial and error, to get the full process mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make the offboarding process harmonious and efficient.
What you get:
Checklists of tasks & to-dos
Email templates
Contracts (need to be legally vetted for your region)
How-to videos
The Discontinuation of Services process can be lengthy and it's easy to miss steps. Streamlining this workflow will leave your client with a great final impression, and it will save you time and energy.
It takes effort, and trial and error, to get the full process mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make the offboarding process harmonious and efficient.
What you get:
Checklists of tasks & to-dos
Email templates
Contracts (need to be legally vetted for your region)
How-to videos
About what's included
These templates can be used as a stand alone system, or imported into most programs as a CSV file (some apps will import for you!) ClickUp, Jetpack, Karbon, Process.st to name a few.
They are provided as Google Docs and Sheets format, that can be easily downloaded as MicroSoft Word and Excel. We all know that tech can be glitchy sometimes, so we've also provided a helpful resource for troubleshooting if everything doesn't come over properly in the conversion.
1. Checklists of tasks & to-dos
This workflow includes a comprehensive list of tasks and to-do's. Make the offboarding process efficient and avoid the back-and-forth of missed steps and faulty communication. Easily customize this process to fit your business or niche.
2. Email templates
We make great communication easy by providing email templates for the most common steps in your offboarding process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
3. Contracts
Not sure what type of contracts for this?
4. How-to videos
To make this process quick and painless, we've included helpful how-to video links in cells through the workflow spreadsheet.