In this workshop, you’ll build your Transfer Plan (the real one you’ll actually use).
✅ A clear list of which clients to move first (the lowest-hanging fruit)
✅ A simple system for sorting clients into 3 categories (so you stop guessing)
✅ A plan to transfer one service at a time (so it doesn’t feel like a big scary “handover”)
✅ A Soft Skills checklist (the little things you do that make clients loyal… that your team must learn)
✅ A Quality Control Plan so “done” is clearly defined — and measurable
✅ A Buddy System structure so clients feel safe and your team grows fast
✅ What to do with Non-Believers (including guarantees + graceful exits)