Smoother transition. | Seven Figure Agency

19 Jun 2024 · 1 min
0:57

In this video, the speaker outlines a structured approach to handling client cancellations for an agency. He emphasizes the need to address multiple components of the client’s digital ecosystem—website hosting, file exports, call tracking numbers, reputation management, marketing automation, and online directory listings—by asking the client whether they wish to retain or transition each element. The discussion includes setting clear expectations after reviewing why the client is leaving, and offering a low‑cost maintenance/retainer option (a “maintenance dropdown”) that can preserve a portion of recurring revenue (e.g., retaining $400/month from a client who previously paid $3,000/month) even when the client moves to another agency.

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