The exact email to send to clients when their point of contact is changing

This is how you're going to REMOVE yourself from day to day client contact, without complaints..

Want to see the exact email we send to clients when their accountant or point of contact changes?

It’s something I get asked all the time – and honestly, it took us 4 years (and a lot of trial and error) to get it right 💌

I’ve just dropped our tried, tested and constantly refined client handover email template into the paid podcast community – and if you’re growing a team and want to protect the client experience as you scale, you’ll want to see this 👀

It covers:

✅ how to introduce a new team member without alarming your clients
✅ how to frame the change as a positive (because it is)
✅ how to stay warm, personal, and proactive – even when scaling

If you’ve ever stared at a blank screen trying to write a “your accountant is changing” email… this is for you.

Subscribe to the pod and unlock access to the full community here 👇

Rach x