Client Offboarding

Offboarding

Offboarding clients – communicate to everyone

Per their contract, the final month we need to operationally fulfil.
MM slash DD slash YYYY
This will be communicated with the client via email
MM slash DD slash YYYY
When should Lemlist software be cancelled? (a reminder will be set in Slack/Ops)
Common: Expandi, LinkedIn automation, Pipedrive, CRM, Automation tools. List here or skip.
Submitting this form will send them an official termination email with the official termination date above.
If there is anybody else there you would like to email…
Drop files here or
Accepted file types: pdf, Max. file size: 8 MB, Max. files: 3.
    Must be in PDF format. 5mb total size max. Our folder of order confirmations is here: https://drive.google.com/drive/u/0/folders/1NM8EW9kTckIXZ_a2XEGYl9Kmlg1WKyPs
    Submitting This Form Will Trigger These Things…(Required)
    Email to client – termination confirmation/details. Internal Slack notifications and reminders: accounts, ops, leadership.