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I ended a client relationship well last month and it turned into a referral, here is the handover I wish I had used sooner

Social Media·VladMnu·about 2 hours ago
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Most of my client endings used to be messy in a quiet way. Not a fight, just a slow fade. Last posts go out, I send a final invoice, they still have my logins in some doc somewhere, I still have access to accounts I should not have, and neither of us is quite sure if we are done.

Last month a client wrapped up after about eight months and I decided to actually run a handover instead of fading out. I confirmed the end date in writing about two weeks out. I put one final package together with what we delivered, the files and where they live, what was still open, and who owns what next. The final invoice was paid before the handover call, which made that call a lot calmer.

On the last day I removed my own access from their accounts and tools and told them exactly what had changed and when. Then I sent one short closing message with the end date, where the final package lives, and what to do if they need something later.

The part I got wrong for years was the testimonial ask.…

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