Sales Client Offboarding Notice
Saales Client Offboarding Notice
[Month Day, Year]
Dear Sales Team Members,
As part of our ongoing efforts to maintain transparency and deliver exceptional service to our clients, the Sales Department has implemented an organized Sales Client Offboarding Process. The aim of this process is to ensure a seamless and professional end-of-contract experience for clients that choose to discontinue their engagement with [Your Company Name].
Offboarding Procedure:
The client offboarding process involves multiple stages, outlined as follows:
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Sales representative informs the department head about the client's intent to discontinue services.
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A brief interview or survey is conducted to gather feedback on their experience with [Your Company Name].
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Legal and finance departments review and close out any outstanding contract items.
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The IT department takes charge of backing up and deleting client data as per compliance guidelines.
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A final meeting or call is arranged to thank the client for their business and to discuss any final details or concerns.
All stages of the offboarding process must be adequately documented. Documentation should be submitted to the respective department heads and saved in the company's client management system. Failure to adhere to these guidelines may result in disciplinary action. It is the responsibility of each sales team member to familiarize themselves with these guidelines and ensure their implementation.
Should you have any questions or require further clarification, please do not hesitate to reach out to the Sales Department Head or your immediate supervisor. Thank you for your attention to this important matter.
Best Regards,
[Your Name]
[Your Title]
