Client Offboarding Checklist
Endings matter as much as beginnings. A checklist keeps a project closeout from turning into loose ends and awkward follow-up emails.
What's Included
- Deliverables
- Access and accounts
- Financial
- Relationship
Best For
The final weeks of an engagement, alongside or after Handoff Notes.
Target Audience
Agencies, consultants, and service businesses closing out a client project.
How to Customize
Add any contract-specific closeout steps your engagements require. Keep the financial section — it's easy to skip in the rush to wrap up.
When to Use
Use this in the final weeks of an engagement, alongside or after your Handoff Notes.
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OPERATIONS / CHECKLIST
Client Offboarding Checklist: Acme Home Services
Client | Project | Target completion date |
|---|---|---|
Acme Home Services | Website Redesign | January 15, 2027 |
Deliverables
Confirm all agreed deliverables are complete
Deliver final files, assets, and documentation
Send Handoff Notes covering access and maintenance
Access and accounts
Transfer admin access on all shared systems
Remove team access no longer needed
Confirm domain, hosting, and billing ownership
Financial
Send final invoice
Confirm final invoice paid
Close out any retainer or remaining balance
Relationship
Schedule a final wrap-up call
Ask for a testimonial or referral, if appropriate
Note any future opportunities for follow-up work
Once every item above is checked, the engagement is fully closed out.
Related templates
Handoff Notes
Document what was delivered, who owns what now, and how to maintain it — a clean handoff at the end of an engagement.
Scope of Work
Define exactly what work will and will not be performed — deliverables, exclusions, acceptance, and change handling.
Client Welcome Guide
Introduce a new client to your team, your process, and how you'll communicate — before the first working session.