3 Must Have Emails to Successfully Offboard Your Clients

Running a successful business is all about creating memorable experiences for your clients and staying top of mind long after the work is done. 

Whether you're a coach, a consultant, or a service provider, the key to long-term success lies in how well you nurture those client relationships. 

That's where these 3 powerful emails come in. They're designed not just to keep your business thriving but to also enhance your clients' experience, gather invaluable feedback, and keep the referrals rolling in.

In this blog, I’ll break down these 3 essential emails every service based entrepreneur should be sending; Each one serves a unique purpose in building stronger relationships with your clients and driving your business forward. 

Whether you're looking to polish your processes, encourage referrals, or simply stay connected with your clients, these emails are your secret weapon. So, let's dive in and explore how these simple, yet effective emails can work magic for your business!

Email #1: Testimonial/Feedback Request

Getting testimonials from your clients is critical to provide social proof and shows off your amazing coaching skills. You can then use those testimonials and case studies on your website, in your socials, emails, on your sales page; basically EVERYWHERE!

Getting client feedback also gives you incredibly valuable information on how you can improve your offers, process, and client experience.

Email #2: Referral Request

Referrals are KEY to all business owners, especially service based Coaches! Be sure to ask your clients, especially your best fit clients, they likely know lots of other people who are just like them. 

By sending a referral request email, you’re telling your clients how they can spread the love and make some extra money doing it!

What you offer for a referral reward will depend on your business and your ideal client. If you are a Coach, you could offer your referrals a free coaching session, an Amazon gift card, or a % affiliate fee.

Email #3: Post Package Check-In

After your work concludes with a client, it’s good practice to check in with them 2-3 months later. This email is a great way to show you genuinely care, helps to strengthen your relationship, and keeps you top of mind should they need support again in the future.  

You can automate this email to go out 2+ months AFTER your  coaching package ends.

I would suggest you schedule in your client management system, in your google calendar, or assign to your team to follow up with your past clients every 6-12 months and/or on their birthday.

And there you have it—3 simple yet powerful emails that can transform your client relationships and keep your business thriving. By implementing these strategies, you're not just maintaining connections with your clients; you're deepening them, showing that you truly care about their experience and success.

So, as you wrap up your next coaching package or other work with a client, don’t let the relationship end there. Use these emails to stay in touch, gather insights, and keep the momentum going. Your clients will appreciate the attention, and your business will benefit from the ongoing connection. Here’s to building stronger relationships, one email at a time!

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