Checklist Ops
Client Offboarding Checklist
A one-page checklist for ending client engagements gracefully. Access handover, final invoice, feedback request, referral ask — leave every door open.
Download PDF PDF · 1 page
What this is
A one-page printable checklist for closing out client engagements professionally. Whether the project ended, the retainer was cancelled, or the client moved to an agency — a clean offboarding protects your reputation and opens the door for referrals.
What is inside
Access & handover
- Transfer all account ownership back to client
- Share all files, assets, and deliverables
- Document passwords / credentials handed over
- Remove yourself from tools and platforms
- Hand over any ongoing campaigns with status notes
Final deliverables
- Send final report / summary of work done
- Deliver any outstanding assets
- Document what was in progress and recommended next steps
- Archive project files for your records
Financial
- Send final invoice with complete itemisation
- Confirm all previous invoices are paid
- Issue credit note if any advance is outstanding
- Share expense receipts if applicable
Relationship
- Send a thank-you note (personal, not templated)
- Ask for a testimonial or Google review
- Ask if they’d be open to being a reference
- Request a referral (“Who else might benefit from this?”)
- Connect on LinkedIn if not already
Documentation
- Update your portfolio / case study
- Log learnings — what worked, what you’d change
- Update your CRM with engagement summary
- Set a 90-day reminder to check in
How to use it
Print it. Walk through it in your final meeting or over the last week of the engagement. A professional offboarding is the single best source of referrals.
Version history
| Version | Date | Notes |
|---|---|---|
| 1.0 | May 2026 | Initial release |
