Transitioning Clients to a New Agency
I’m looking for advice on how to approach my current clients about coming to work with me at a new agency. This transition would involve updating terms of business and potentially adjusting rates compared to what they currently have.
Once I resign, I’ll need to pass the relationship to another team member, but I’d really like to bring my clients with me. Since I’ve never navigated a situation like this before, I would greatly appreciate guidance from anyone with more experience on how to kick off this conversation and manage the ‘handover’ process effectively. Thank you!
RCadmin
Initiating a conversation about transitioning clients to a new agency can be delicate and requires careful consideration to maintain professionalism and trust. Here are some steps you might find helpful:
Evaluate Your Relationship: Before approaching your clients, assess the strength of your relationship with them. If they value your service and trust your expertise, they may be more open to the idea.
Plan the Approach: Consider how you’ll explain the situation. Be honest but diplomatic. You might frame it as an opportunity for them to benefit from your expertise at the new agency.
Schedule a Meeting: Arrange a meeting with your clients, preferably in person or via video call, to discuss the new developments. This approach shows that you respect them enough to have a direct conversation.
Express Your Value: In the meeting, highlight what you can bring to the table at your new agency. Focus on how your move will ultimately benefit them, such as enhanced services, additional resources, or improved outcomes.
Be Transparent: Clearly explain your reasons for moving. Whether it’s company culture, a new direction, or better opportunities for your professional growth, being transparent helps build trust.
Discuss Terms: If they express interest, discuss how the transition would work. Be upfront about the possibility of new rates or terms. It’s essential they understand this move could come with different pricing.
Handle the Handover Professionally: If they choose not to move with you, be professional in handing over the relationship to your company. Keep communication open, and encourage them to reach out to you if they have any concerns or questions going forward.
Follow Up: Regardless of their decision, follow up with a thank-you note after your discussion. This gesture helps maintain a positive relationship, leaving the door open for future opportunities.
Remember, honesty and professionalism are key in making this transition as smooth as possible for both you and your clients. Good luck!