Checklist · Beginner · 10 min
Client offboarding checklist
What to do when a client relationship ends, cleanly.
- agency
- checklist
Inside this checklist
- How a client leaves decides whether they come back or refer. Do it properly.
- ☐ Final invoice sent and paid
- ☐ All deliverables in the agreed location with the naming convention
- ☐ Credentials and access transferred or revoked
- Items
- 10
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