Client Offboarding Checklist

The Client Offboarding Checklist 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.