Client Offboarding Checklist
About this template
This template is designed to ensure a smooth transition and positive lasting impression when concluding client engagements. It outlines a structured process for wrapping up projects, collecting feedback, and maintaining professional relationships.
Key components and benefits include:
A detailed project closure process, including final review meetings and deliverables submission, ensuring all objectives are met
Feedback and evaluation procedures to gather insights for future improvements and maintain client satisfaction
Administrative tasks such as invoicing, data handover, and project archiving, which help maintain professionalism and protect both parties' interests
