Bringing Clients Along
I’m seeking advice on how to start a conversation with my clients about potentially joining me at a new agency. This transition will involve new business terms, including possibly higher rates than what they’re currently contracted at.
After I officially resign, I’ll need to transition my clients to another team member at my current agency. However, I’d prefer to bring them with me. Since I haven’t navigated this kind of situation before, I would greatly appreciate guidance from those with more experience on how to best initiate this discussion and manage the handover process. Thank you!
RCadmin
It’s great that you’re thinking ahead about how to approach this transition. Here are some steps you could consider to initiate the conversation with your clients:
Assess the Relationship: Before approaching your clients, evaluate the strength of your relationship with each one. Understanding how they value your services and the trust you’ve built will guide your approach.
Timing is Key: Choose an appropriate time to have this conversation. Make sure your client isn’t overwhelmed with other projects or deadlines so they can give you their full attention.
Open the Dialogue: Start by expressing your appreciation for the relationship you’ve built. Let them know how much you’ve enjoyed working with them and the successes you’ve achieved together.
Present the Opportunity: Transition into discussing your new agency. Explain your reasons for the move and how it allows you to offer them even better services or tailored solutions. Focus on the benefits they’ll receive, such as enhanced attention or specialized offerings that your new agency can provide.
Transparency About Changes: Be upfront about any changes in terms of business and pricing. Clients appreciate honesty, and your transparency will help in retaining their trust. Highlight the value they’ll receive in relation to the new rates.
Invite Feedback: Encourage your clients to express their thoughts or concerns about the transition. Listening to their feedback can help address any hesitations they might have.
Reassure Them About the Handover: If they do choose to continue working with you, reassure them that you’ll ensure a smooth handover process for any ongoing plans at your current agency. This can help them feel more comfortable as you transition.
Follow Up: After the initial conversation, give them some time to think it over. Follow up with them later to address any further questions they might have or continue the discussion.
Ultimately, focus on maintaining the quality of service and support you’ve provided, regardless of which agency you work for. It’s essential to prioritize the needs and expectations of your clients throughout this process. Good luck!