A client goes quiet and nobody notices. Three weeks of nothing looks the same as three weeks of everything being fine. By the time someone says they want to pause, the neglect started a month earlier. The Stoplight Method gives every active client one color a week. Green means they said they’re happy in the last 7 days. Yellow means …
How We De-board a Client
This is for Operations. If you’re the person who gets the cancellation notice and owns the wind-down, this is your process. Everyone touches a client while it’s active. Account managers, content people, analysts. But the deboard belongs to Ops, and Ops is accountable for confirming it actually got finished. Read this first, then work it in order. Most of it …