Client termination communication method

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#1
BFStax  
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CT
I am getting ready to do my first large scale client termination as I need to get rid of the bad, low quality, and low fees type of clients. I plan on sending out 25-30 letters. These are all once a year engagements (tax prep) and none of them are aware this is coming. My normal method of communication is email so I think this the best course. The alternative is snail mail with just a stamp (sending certified seems like too much postage).

How do others normally handle this?
 

#2
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1-May-2014 2:47pm
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Southern California
+1 for email. (Better yet, if it comes from a CRM that tracks 'Opens'.)
 

#3
Gr8ful  
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8-Mar-2016 5:12pm
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North Carolina
I understand that email gives you confirmation they opened or received the message but I send snail mail letters each year. Granted they may ignore them but I feel that if I email them it makes it very easy for them to email back about why or “please keep me”! thus creating more back-and-forth between us and wasting my time.
 

#4
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The Office
Email if there's no contention and everything is relatively amiable.

Email plus letter sent certified if there's contention and the client might create issues.
 

#5
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21-Apr-2014 11:24am
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North Carolina
When I fired a client last year I did it first class mail and certified. First class meant they got it timely and certified meant that I know they got it.

Overkill? Maybe, but it gave me peace of mind.
 

#6
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359
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12-Feb-2015 8:50am
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Northern New England
I use regular snail mail for this. This hopefully avoids the former client saying they never got the email.
 


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