Скачать или смотреть Client Success Training: Handling Cancellations and Offboarding Clients Effectively

In this training session, we explore the essential process of managing client cancellations and the proper steps for offboarding clients as a Client Success Representative (CSR). Understanding how to handle the end of client relationships professionally is crucial for maintaining a positive company reputation and ensuring smooth transitions.

Key topics covered include:

The importance of executing standard operating procedures (SOPs) when offboarding clients.
Steps to follow when clients request service cancellations, including immediate action and communication.
How to handle non-payment situations and the process for offboarding due to unpaid invoices.
The appropriate way to pause services and why it’s treated as a cancellation.
Best practices for clear communication during the offboarding process and how to ensure clients understand their options for restarting services in the future.
This training will equip you with the knowledge and skills to manage client cancellations with professionalism and efficiency, ensuring that even the end of a client relationship is handled with care.