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Templates By Category Discontinuation of Services Spreadsheet Workflow & Communications
Discontinuation of Services Spreadsheet Workflow & Communications.png Image 1 of
Discontinuation of Services Spreadsheet Workflow & Communications.png
Discontinuation of Services Spreadsheet Workflow & Communications.png

Discontinuation of Services Spreadsheet Workflow & Communications

$100.00

The Discontinuation of Services process can be lengthy and it's easy to miss steps. Streamlining this workflow will leave your client with a great final impression, and it will save you time and energy.

It takes effort and trial and error to get the full process mapped out tightly.

Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make the offboarding process harmonious and efficient.

What you get:

  • Checklists of tasks & to-dos

  • Email templates

  • Discontinuation of Services contract template (needs to be legally vetted for your region)

  • How-to videos

Add To Cart

The Discontinuation of Services process can be lengthy and it's easy to miss steps. Streamlining this workflow will leave your client with a great final impression, and it will save you time and energy.

It takes effort and trial and error to get the full process mapped out tightly.

Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make the offboarding process harmonious and efficient.

What you get:

  • Checklists of tasks & to-dos

  • Email templates

  • Discontinuation of Services contract template (needs to be legally vetted for your region)

  • How-to videos

The Discontinuation of Services process can be lengthy and it's easy to miss steps. Streamlining this workflow will leave your client with a great final impression, and it will save you time and energy.

It takes effort and trial and error to get the full process mapped out tightly.

Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make the offboarding process harmonious and efficient.

What you get:

  • Checklists of tasks & to-dos

  • Email templates

  • Discontinuation of Services contract template (needs to be legally vetted for your region)

  • How-to videos

About what's included

These templates can be used as a stand-alone system or imported into most programs as a CSV file (some apps will import for you!) ClickUp, Jetpack, Karbon, Process.st to name a few.

They are provided in Google Docs and Sheets format, which can be easily downloaded as Microsoft Word and Excel. We all know that tech can be glitchy sometimes, so we've also provided a helpful resource for troubleshooting if everything doesn't come over properly in the conversion.

1. Checklists of tasks & to-dos

This workflow includes a comprehensive list of tasks and to-do's. Make the offboarding process efficient and avoid the back-and-forth of missed steps and faulty communication. Easily customize this process to fit your business or niche.

2. Email templates

We make great communication easy by providing email templates for the most common steps in your offboarding process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.

3. Contracts

Discontinuation of Services contract template (needs to be legally vetted for your region)

4. How-to videos

We've included helpful how-to video links in cells through the workflow spreadsheet to make this process quick and painless.

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Do you have questions about my offerings?

Send me a note or, better yet, a video of your questions. I’ll get back to you within 24 hours with a note, a video reply, or a booking link.

calmwaters@calmwaters.ca

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