Katie McManusKatie McManus · Practical Business Strategist Empowering Mission-Driven Entrepreneurs

Are you great at what you do? Are you so good that your clients quickly get the outcomes they want a

Name: Are you great at what you do? Are you so good that your clients quickly get the outcomes they want a
Uploaded: 2024-04-20T23:55:35Z
Channel: Katie McManus
Description: The speaker (Katie McManus) explains how offboarding should be defined during onboarding by setting clear completion points in agreements. She gives…

20 Apr 2024

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The speaker (Katie McManus) explains how offboarding should be defined during onboarding by setting clear completion points in agreements. She gives examples: fixed-term contracts (e.g., a nine-month engagement from January to September with renewal options) and retainer models where clients pay monthly until finished — noting the retainer approach can work well for lower-priced engagements (speaker cites a threshold of under $1,000/month).

How you offboard clients actually starts with how you onboard them. One of the things that you want to design with them, either verbally or in your agreements, is what it looks like to complete. So let me give you a couple examples here. So if you're doing contract work where they are signing up to work with you for a very specific amount of time, you're starting with them in January. You say that you're going to work with them for nine months. So that means at the end of September, your contract is going to come to a close. And that is where they have the option to either finish the work or sign up for another contract. You want to know that going into it. And of course your client's not going to sign up, not knowing that. So it's really, really necessary. You can also have it set up in a way where clients just sign up with you and they pay you monthly until they're done. This is the retainer model. This is a model that I find works really, really well. If you are charging less than $1,000 a month.