Agency client offboarding checklist
Use this when a client engagement is ending and the agency needs a clean transition instead of a long tail of ambiguity.
Use it for
A client account is closing, pausing, or moving into maintenance.
Do not paste client names, emails, contracts, credentials, private account links, invoice numbers, tax IDs, addresses, or confidential project files.
Workspace access reviewed
Analytics ownership named
Assets delivered
Maintenance separated
Subject
Client offboarding checklist
Agency offboarding
This offboarding note lists the final assets, account access, owner handoffs, billing status, and support transition.
Get the Quote Approval Kit
The paid download includes the client offboarding checklist, final-handoff wording, late-payment follow-up scripts, scope boundaries, quote red flags, privacy copy, and paid-delivery checks.
Buy the $9 Quote Approval Kit bundle