Disengagement [10K Overview]

Process Map: https://scribehow.com/process-map/edit/393f155b-8e3c-4825-aeda-5b1f06549411

Preparation Stage

1. Client / Firm Initiates Disengagement [BK]

2. Prepare Asana For Disengagement [BK]

3. Prepare Sync For Disengagement [BK]

Transfer Stage

1. Transfer Software [BK]

2. Update Billing in QBO [BK]

Final Stage

1. Send Client Copies Of Their Documents [BK]

2. Remove Client From Tech Stack [BK]

3. Create And Send Discontinuation Letter [BK]

Document Stage

1. Request Testimonial [BK]

2. Send Discontinuation Gift [BK]

3. Archive Client Project in Asana [BK]