We did our first disengagement letter ever this week which followed your format – it was full of gratitude & kindness (tardy/lazy/late client). Felt really good 👌.
Sylvia Atkinson
SA Accountancy, Willunga SA
Letting go of clients isn’t easy but with my Client Sacking / Request to Move on letter, it’s a little less daunting and can actually be quite liberating and empowering.
There are many reasons why a practice owner may want to move a client on, and I believe irrespective of that reason, this should be done professionally, empathetically and should not burn any bridges.
I used this very letter in my practice and now my clients and so many in the industry are using it with great success. I’ve also included 5 of the most common reasons that you can use as is or tweak.
This letter can be used as part of a bulk practice reset or on an ad hoc basis as a need arises.