Off-boarding Tasks
Check Payment
Is the recurring payment scheduled at the correct dates? → Freshbooks
Execute These within 24 hours
Inform the client and present the completed project, and use this opportunity to complete the following:
- Send Offboarding Email - all the passwords and login information (via email)
-
Ask For Testimony (Video and Google Reviews) (via WhatsApp)
Do These Within 7 Days
- Get Referral Leads via Email
- Inform them we will publish a case study on our website
- Publish Publish Case Study (Website and Social Media)
Do These Within 14 Days
- View at GSC and analytics, ask them if they are ready to proceed to next phase?
- More traffic and visitors immediately?
