How to Close out a Project or Client Relationship
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How to Close out a Project or Client Relationship


Hi, I’m Victoria Chemko, Founder of Umami
Marketing. Endings are a common part of life, but once
something needs to be “closed” so that you can move on to the next steps for you
and your business, it can be hard to maneuver around the ending itself. There are a lot of things to keep in mind,
to ensure you’ve learned all that you can from the experience, but also properly honour
that part of your journey before moving on to the next phase. From our past experiences, we’ve put together
a few tips to help you ensure a smoother transition for any upcoming “endings” in your business
or life. 1: Honour What Was
Projects and relationships don’t always last forever. They serve a time and a purpose in your life
and business, and just because they’ve ended doesn’t mean it’s a bad thing – it may
just mean that it’s leaving space to open things up for something new and different
as you continue to grow. It’s important to appreciate what you had
before you close it out and truly honour the time that together, what you learned, and
show gratitude for it – it likely was a key stepping stone in some way, and when you look
back at it in the future, that will potentially become more clear over time. 2: Review Relationship Highlights
Take the time to review the client relationship or project and really think about all of the
good that you took from it. What went well? What would you like to pursue more next time
around? Depending on what it is that you’re closing
out, you may even want to formally document this process and any feedback to gain an understanding
of all that was accomplished during this time. Pass this along to any key stakeholders so
what was achieved can be celebrated. 3: Create a Plan for Exit
In order to keep things simple and straightforward, it’s best to have a formalized plan for
the exit. What needs to be transitioned for the closing
of a business relationship or project to be a success? Are there processes that need to be handed
off? Any documentation or training that need to
be reviewed and passed along to the appropriate stakeholders? Gather up information and assets and be prepared
to outline and hand everything over that’s necessary for a smooth transition. 4: Summarize Assets to Transfer
Even during a shorter project of only a few months, to client relationships that last
several years, there will likely be a lot of information that has passed from person
to person and between your business and clients. Make sure that all of this information and
any assets are well documented so they are easy to hand over. This may take some time, depending on the
complexity of the project or relationship, so be thoughtful about what would be helpful
for the other side or new stakeholders, and conduct this process professionally from beginning
to end. 5: Conduct Lessons Learned
All relationships, projects, and experiences serve to provide us with lessons to further
our growth – either professionally or personally – and generally both. It’s great to appreciate what went well,
but it’s even more important to review what perhaps didn’t go as well, as any project
or relationship shortfalls can become great learning opportunities for the future. Document these and use them to solve issues,
or plan better processes or methods for the next project or relationship you move on to. To Summarize, here are some tips on how to
best close out a project or client relationship: 1. Honour What Was
2. Review Relationship Highlights
3. Create a Plan for Exit
4. Summarize Assets to Transfer
5. Conduct Lessons Learned Now that you know more about moving from one
project or relationship to the next, please check out our recent blog posts covering useful
Inbound Marketing tips. If you liked this video, subscribe to the
Umami Marketing YouTube Channel and the monthly Digital Marketing Postcard. I’ll be back again in the new month to answer
more of your questions. See you in September!

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