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7FA SOP Example

Operations

Client Offboarding — Graceful Exit

What

Section titled “What”

TODO — why offboarding is a growth lever, not a loss.

Who owns it

Section titled “Who owns it”

TODO — Account Director.

Steps

Section titled “Steps”
  1. TODO — conduct an exit conversation, not an exit email.
  2. TODO — hand off access cleanly (document everything, remove us last).
  3. TODO — ask for a referral or testimonial while the goodwill is warm.

Definition of done

Section titled “Definition of done”

TODO — access fully handed off, testimonial on file, door open for return business.