Is there anything we can do/change to keep your service?/ What is the reason for cancellation?

Client needs to send email of their cancellation to marketing account manager and cancellations@i4.net. We have a 30 day cancellation period so their billing will not stop the day they decide to cancel but 30 days after their notice. 

 

SEO

    • Inform Brandon on cancelation or pause if he is not aware
    • Inform Marketing Managers of cancelation or pause
    • Inform AE's & those over services of cancelation or pause
    • Inform AMs & PMs that were over the client of cancelation or pause
    • Create a report of where they are now & highlights of their success with us (keep for records & add to master drive)
    • Remove from Dashboard (only after you have created a detailed report of what they metrics and highlights are from when they were with us) 
    • Turn off Call Tracking - TAKE OFF CALL TRACKING NUMBERS ON WEBSITE, GMB OR ADS, ANYWHERE THEY WERE PUT. 
    • Download all time csv file of all leads we got for them
    • Remove from whatconverts
    • Make sure any Zaps are turned off
    • Remove Campaign from linkquidator (currently not using this software moving forward so you client may not have one)
    • Give clients directory information and logins
    • ClickUp Task lists
      • Added paused or canceled in from of client name on client folder
      • Add cancellation/paused notes in contact info
    • QB Memorized Transaction Modified- stopped
      • Check if any additional billing needs to happen or refunds
    • Paid Plugins Removed/Cancelled from site
    • Provide clients with any necessary logins if we make any they will need.
      • This includes giving them user access to platforms that we cannot share logins to
    • Move off of official master sheet from the Active client tab & the team assignments tab to the canceled/paused tab
    • Update AE on what you did for cancelation & add any reports/docs/sheets/notes to master drive

 

Search Ads

    • Inform Brandon on cancelation or pause if he is not aware
    • Inform Marketing Managers of cancelation or pause
    • Inform AE's & those over services of cancelation or pause
    • Inform AMs & PMs that were over the client of cancelation or pause
    • Create a report of where they are now & highlights of their success with us (keep for records & add to the master drive https://i4.net/master)
    • Remove from Dashboard
    • Google Ads are Turned Off 
    • IMPORTANT! If they own the ad account, remove our card and or access and let them take the account fully back
    • If we own the ad account they will need to create their own scratch or need to create a new account and go through the transfer process so they can set up their own payments profile. 
    • Bing Ads Turned Off
    • Turn off Call Tracking - TAKE OFF CALL TRACKING NUMBERS ON WEBSITE, GMB OR ADS, ANYWHERE THEY WERE PUT. 
    • Download all time csv file of all leads we got for them
    • Remove from Whatconverts
    • Make sure any Zaps are turned off
    • ClickUp Task lists
      • Added paused or canceled in from of client name on client folder
      • Add cancellation/paused notes in contact info
    • QB Memorized Transaction Modified -stopped
      • Check if any additional billing needs to happen or refunds
    • Paid Plugins Removed/Cancelled
    • Cancel Landing Pages (Unbounce)
    • Provide clients with any necessary logins if we make any they will need.
      • This includes giving them user access to platforms that we cannot share logins to
    • Move off of official master sheet from the Active client tab & the team assignments tab to the canceled/paused tab
    • Update AE on what you did for cancelation & add any reports/docs/sheets/notes to master drive

 

SOCIAL

    • Inform Brandon on cancelation or pause if he is not aware
    • Inform Marketing Managers of cancelation or pause
    • Inform AE's & those over services of cancelation or pause
    • Inform AMs & PMs that were over the client of cancelation or pause
    • Create a report of where they are now & highlights of their success with us (keep for records & add to master drive)
    • Remove from Dashboard
    • Upwork Team Posts Cancelled
    • Social Ads Turned Off
    • Turn off Call Tracking - TAKE OFF CALL TRACKING NUMBERS ON WEBSITE, GMB OR ADS, ANYWHERE THEY WERE PUT. 
    • Download all time csv file of all leads we got for them
    • Remove from Whatconverts
    • Make sure any Zaps are turned off
    • Remove tap.bio from insta bio if applicable & re add their normal site url
    • ClickUp Task lists
      • Added paused or canceled in from of client name on client folder
      • Add cancellation/paused notes in contact info
    • QB Memorized Transaction Modified -stopped
      • Check if any additional billing needs to happen or refunds
    • Paid Plugins Removed/Cancelled
    • Cancel Landing Pages (Unbounce)
    • Provide clients with any necessary logins if we make any they will need.
      • This includes giving them user access to platforms that we cannot share logins to
    • Move off of official master sheet from the active client tab & the team assignments tab to the canceled/paused tab
    • Update AE on what you did for cancelation & add any reports/docs/sheets/notes to master drive

 

REVIEW

    • Inform Brandon on cancelation or pause if he is not aware
    • Inform Marketing Managers of cancelation or pause
    • Inform AE's & those over services of cancelation or pause
    • Inform AMs & PMs that were over the client of cancelation or pause
    • Create a report of where they are now & highlights of their success with us (keep for records & add to master drive)
    • Remove from Dashboard
    • Cancel zaps if necessary
    • Remove from reviewshake
    • Delete as Client, Lower Billed Seats
    • Remove Widgets from site
    • ClickUp Task lists
      • Add paused or canceled in front of client name on client folder
      • Add cancellation/paused notes in contact info
    • QB Memorized Transaction Modified -stopped
      • Check if any additional billing needs to happen or refunds
    • Provide clients with any necessary logins if we make any they will need.
      • This includes giving them user access to platforms that we cannot share logins to
    • Move off of official master sheet from the Active client tab & the team assignments tab to the canceled/paused tab
    • Update AE on what you did for cancelation & add any reports/docs/sheets/notes to master drive

 

RETARGETING

    • Inform Brandon on cancelation or pause if he is not aware
    • Inform Marketing Managers of cancelation or pause
    • Inform AE's & those over services of cancelation or pause
    • Inform AMs & PMs that were over the client of cancelation or pause
    • Create a report of where they are now & highlights of their success with us (keep for records & add to master drive)
    • Remove from Dashboard
    • Turn off Adroll or Google retargeting (depending on which ones they used)
    • Turn off Call Tracking - TAKE OFF CALL TRACKING NUMBERS ON WEBSITE, GMB OR ADS, ANYWHERE THEY WERE PUT. 
    • Download all time csv file of all leads we got for them
    • Remove from Whatconverts
    • Make sure any Zaps are turned off (if applicable)
    • ClickUp Task lists
      • Added paused or canceled in from of client name on client folder
      • Add cancellation/paused notes in contact info
    • QB Memorized Transaction Modified/Paused
      • Check if any additional billing needs to happen or refunds
      • Make sure you have accounted for 30-day cancellation period
    • Paid Plugins Removed/Cancelled
    • Cancel Landing Pages (Unbounce)
    • Provide clients with any necessary logins if we make any they will need.
      • This includes giving them user access to platforms that we cannot share logins to
    • Move off of the official master sheet from the Active client tab & the team assignments tab to the canceled/paused tab.
    • Update AE on what you did for cancelation & add any reports/docs/sheets/notes to master drive
    •