Let’s talk about how to gracefully, without ghosting your clients, tanking your revenue, or setting your email inbox on fire, phase out an offer.
You’ve run the numbers. You’ve reviewed the client feedback. You’ve tried repositioning, repackaging, and even renaming your offer. It’s sadly still not bringing in clients or revenue like you hoped it would. And now you know it is time to let it go. Here are five steps to help you through the process.
Step 1: Get Clear on the Why (for you, not just your audience)
Phasing out doesn’t mean ghosting. Instead, design a thoughtful transition plan. Give your clients (and your team) a roadmap; important dates, support you’ll offer, and clear expectations. A graceful exit builds trust and goodwill even as you move on.
Before you make a single announcement, get honest with yourself. Why are you retiring this offer?
- Is it no longer profitable?
- Does it drain your energy?
- Has it become misaligned with your brand?
- Are you evolving beyond it?
Write it down. This becomes your internal compass and helps you stay confident when your team and clients ask, “But why?”.
Step 2: Choose a Phase-Out Timeline That Honors You and Them
Walking away from one thing means stepping toward something new, and hopefully, better. Unless it’s urgent, most phase-outs can be done over 30 to 90 days. This gives you, your team, and your clients breathing room to:
- Deliver final sessions or products
- Alert current clients (and support them through the shift)
- Transition your marketing
- Adjust your finances if this offer was a revenue generator
✨ Pro tip: Use this time to highlight your other offers and invite clients into those instead. Think of it as a bridge, not a cliff.
Step 3: Communicate With Confidence and Compassion
How you announce the change matters. Whether you email, post, or call clients directly, lead with transparency and clarity:
- Name the product or service being retired
- Share the “why” without guilt
- Outline the timeline and next steps
- Provide options or referrals if appropriate
Your clients aren’t just buying a service from you, they’re in a relationship with you. Treat them like trusted collaborators, and they’ll respect the decision (even if they’re bummed).
Step 4: Update Your Internal Systems
Once announced, clean house:
✅ Archive or remove scheduler links
✅ Update website/service menus
✅ Adjust automations and email flows
✅ Review your bookkeeping setup, especially if this product was connected to a payment plan or financial forecast
This is where the logistics meet the emotional release, and where My CFO can really support you in mapping it all out.
Step 5: Use Your Data for the Next Big Thing
Don’t just delete the offer and move on. Debrief it. This offer taught you something. Look at:
- Sales trends
- Time spent vs. ROI
- Who it attracted
- Why it didn’t convert
Then? Use that insight to strengthen your next service, course, or product.
You’re Not Starting Over
Phasing out an offer isn’t about quitting, it’s about alignment. You’re making space for something that serves your business, your clients, and your future better.
🧡 At My CFO, we help you phase out underperforming services while tightening up your cash flow, client communication, and revenue goals, so every pivot and shift is a profit-aligned one.
📩 Ready to say goodbye to what’s no longer working? Fill out our contact us form or email us directly at: hello@myonlycfo.com
Manifesting Magic,
Crystal
Because cash flow isn’t luck, it’s strategy.
www.myonlycfo.com
