When a client decides to leave, I want to handle the transition professionally and gracefully while ensuring all necessary steps are completed.Follow these steps:1. Pull the client's information from my CRM.2. Draft a gracious professional offboarding email.3. Create tasks for final documentation, account transfers, and closing the client file.4. Add a detailed note to the CRM record documenting the offboarding.5. Update the client's status in the CRM to reflect they are no longer active.
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