Review and let go of bad-fit clients
Sound familiar?
“One client eats half my week, and I don't know whether to fix it or let them go.”
By Toby Egbuna
Co-founder, Chezie
What you'll need
- Your business profile. Don't have one? Start here →
- Your client list with revenue (QuickBooks, Xero, Stripe, invoices or a simple list)
- A rough idea of the hours each client takes (time tracker, calendar or your best guess)
- Your agreements, terms or cancellation policy
What you'll get
- A ranked client review: who pays well, who drains you, and who to keep, fix, watch or let go
- A boundary note or rate plan for clients worth fixing
- For each client you let go: a call outline, a short written notice, a final-invoice note, a handover list and a team brief, ready to approve
- A short list of what to run past a lawyer or accountant first
- An early-warning list for screening new clients
How it works
Run it every quarter, or the day one client blows up. It lines up what each client pays against the time and trouble they cost you, tries a fix first (a boundary, a price change), checks what your agreement says about ending, and drafts a calm, short exit for the ones that remain. Nothing goes out until you approve it, and anything touching your contract goes to a professional first.