Client Offboarding
Streamline the conclusion of client engagements, ensuring all deliverables are met, financials are closed, and valuable insights are captured for continuous improvement.
This reusable ProcessKit template contains 5 steps and 28 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
1. Initiate Offboarding Notification
- Overview
- Client Name
- Offboarding Initiated Date
- Reason for Offboarding
- Internal Team Notification Sent
- Primary Client Contact Email
2. Service Completion & Asset Transfer
- Overview
- Final Deliverables Checklist
- Data Export & Transfer Confirmed
- Client Confirmation of Asset Receipt
- Internal Access Permissions Revoked
3. Financial Reconciliation
- Overview
- Final Invoice Issued
- Outstanding Balance (if any)
- Payment Status
- Refund Amount (if applicable)
- Financial Closure Confirmed by Finance
4. Feedback & Learning Capture
- Overview
- Client Exit Survey Sent
- Client Feedback Summary
- Internal Post-Mortem Meeting Scheduled
- Key Learnings Documented
- Lessons Learned Document Upload
5. Relationship Closure & Archiving
- Overview
- Client Farewell Email Sent
- Client Account Status Updated in CRM
- Project Files Archived
- Internal Knowledge Base Updated