OND’G - Disengagement - October 2024
Shared by Calmwaters Cloud Accounting
Kellie Parks
"This Disengagement workflow ensures a respectful client and firm experience for rehoming clients.
Here is a video on implementing the Disengagement template.
Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize the automated email template and tags.
https://www.loom.com/share/b0235dd4d7494e78ac6d4da689fe37cc?sid=266918ec-c25d-455a-b9f1-db70a413dd3f"
This template includes
- 58 tasks
- 45 sub tasks
- 3 client tasks
- 15 task descriptions
- 13 sections
- 3 assignee roles
- 1 project resource
use this template