Client Offboarding Pack Template

All Good Things Must Come To An End. Say goodbye to your clients in a professional way that leaves no loose ends + no hard feelings!

Whether your project has come to an end or you’ve just decided to part ways with your client, ending your working relationship can feel messy + leave things feeling unfinished.

Having a clear offboarding process makes this stage of your client’s journey streamlined, easy + makes sure that everything is closed off neatly.

Perfect for maintaining that great relationship you’ve already formed with the client.

Say goodbye to the days where projects just kind of fizzled out + the client was coming back to you months down the line asking for files + revisions!

End your working relationship on the right note with a client offboarding packet that will streamline the offboarding process and take away that awkward “are we there yet?” feeling!

Tie up all those loose ends and say goodbye the right way!

Here’s what you’ll get…

Once your purchase is complete, you’ll get access to two versions of the template – one is for general service-based businesses and the other is for coaches. Each one includes:

• Access to the editable template in Canva
• 1x Cover Page
• 1x Table of Content Page – Let your clients know what’s in the document + where to find it
• 1x Parting Message Page
• 2x Project Overview Pages to recap what the project was
• 1x Project Budget Page with column for actual spend
• 2x Outcomes + Deliverables Pages
• 1x Important Links Page
• 2x Client Homework/Final Steps Pages
• 1x Testimonial Request Page
• 1x Referral Programme Invitation Page
• 1x FAQs Page
• 1x Summary of Services Offered Page
• 1x Useful Resources Page
• 1x Contact Info Page