Cancelling a Client Retention plan can be done from your Client Giant Dashboard.
By cancelling a Plan, your client will have touches delayed or not receive any touches at all.As we see a shift in market conditions, it is more critical than ever to stay in front of your people and show them you care even during times of uncertainty. A strong offense with client care is the one thing you CAN control in a down market. The winners who resurface are the ones who didn’t leave their clients.
We highly recommend continuing retention plans as a way keep the connections with your people deep and genuine.
Cancelling a Plan:
Cancelling a plan stops the Client Retention Plan and experience entirely. Choosing this option will turn off the auto-renew function and a prorated credit will be applied to your account available for use on other services.
To cancel a plan:
- Click "MY PLANS" in the left column.
- Click the client you wish to cancel.
- Scroll to the bottom of the page and click Cancel.
- To confirm, click "YES, CANCEL THIS PLAN."