Katie McManus advises designing a six-month check-in as part of client offboarding to confirm client wellbeing, enable authentic celebration of their success, and open a natural conversation about re-engagement. She also emphasizes preserving personal relationships—encouraging former clients to stay in touch and noting that friendships have formed through past work.
Chapters
One of the things that you want to design with them also is like a six month check in just to check in to see how they're doing for you as a business person. A, this helps you kind of check in to make sure that they're doing well and that you can speak authentically about their success. B, if you get to that point six months from now and they've decided that they want to like start working with you again, that's that natural conversation for you to have where you're discussing picking the work back up. What I run into with my clients is, you know, I become friends with them so I have to design with them. Hey, now that we're not working together anymore, still call me. Just because we're not in a professional agreement anymore doesn't mean we have to stop talking. And I'm so glad I do this because I've made some of the most incredible friends in my life through working with them.