Client Off Boarding Procedure

 May 23, 2019

Once a client officially terminates WPP services, generally done via email, the following steps must be taken, and the email and any other relevant docs printed and put in client file.

Financial 

FIRST is to immediately contact the Authorize.net admin person, Mel Weeks at

melweeks@webpromotionpartners.com and ask for a confirmation reply.

Mel must IMMEDIATELY check to see if the off boarding client is in Authorize RECURRING group. If so Mel must immediately cancel the recurring subscription in order to prevent any

further charges from occurring, and this needs to be confirmed with Josh andAndy.

The client may still be in the Authorize customer manager location and should be removed promptly, although not as urgent as the Recurring cancel above as no charges can be made

except manually with the info in customer manager.

Quickbooks

Remove them from invoicing 

Make inactive, unless there is a balance due

Commissions

Review and adjust commissions, if any 

The Billing Cycle Chart must also be revised to remove the off boarding client

Services

All team members involved in any manner of work for the off boarding client shall be notified by email and each team member shall reply to confirm.

All work shall stop for the off boarding client, unless otherwise specified by Andy or Josh

in the event there is some work to proceed on and or if the client only cancels a portion of the contracted services, but if there is no exception by Andy or Josh then the off boarding client shall be removed from all projects, tasks, and services boards.

Again, the termination and or off boarding confirmation email or letter must be printed and placed in the clients hard file, along with any other relevant documents