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1. Date and Letterhead: Current date and business letterhead including contact information
2. Client Address Block: Client's name and address details
3. Salutation: Personal greeting to the client
4. Opening Statement: Clear announcement of departure/transition
5. Expression of Gratitude: Acknowledgment and thanks for the client's business and trust
6. Transition Details: Information about what will happen to their account/business
7. Future Contact Information: New contact details or successor's information
8. Closing Assurances: Reassurance about continued quality of service
9. Sign-off: Professional closing, signature, and name/title
1. Reason for Departure: Brief explanation of the change, if appropriate and professional to share
2. Transition Timeline: Include when there's a specific schedule for the handover process
3. Introduction of Successor: When a specific person is taking over the client relationship
4. Outstanding Matters: Address any pending projects or transactions if applicable
5. Special Instructions: Any specific actions clients need to take
6. Future Opportunities: If maintaining professional contact is desired and appropriate
1. Contact Information Sheet: Detailed new contact information and alternative contacts
2. Transition Timeline Document: Detailed schedule of any transition processes if complex
3. Service Continuation Guide: Step-by-step guide for clients on how services will continue
4. Frequently Asked Questions: Anticipated questions and answers about the transition
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