Cancellation of Subscription – Steps & Offboarding Process
Step 1: Initiate Cancellation Request
- Contact your Account Manager to request cancellation.
- Provide the reason for cancellation.
- The Account Manager will confirm your next billing cycle.
- Standard notice period: 2 weeks.
- RTM Notification: Inform RTMs 1 week before the subscription ends (after confirmation from the Account Manager).
Step 2: Prepare
- Ensure you have access and ownership over all important documents. In general, all docs and files should be housed on a platform that you own (GDrive, Dropbox, etc.). Back up any necessary files. If your teammate is terminated, there’s little recourse to recover lost docs.
- Create a list of platforms where access needs to be revoked on the last day. Preparing in advance will be helpful, so you’re not having to think of things on the day.
Step 3: Revoke Access on RTM’s Last Working Day
- Disable access to:
- Email accounts
- CRM platforms
- Drives & shared folders
- Calling software & tools
Step 4: Final Confirmation & Closure
- The Account Manager confirms cancellation and offboards the RTM.
- ClearDesk subscription is closed.
- Refund is processed (if applicable).