Client Offboarding Checklist

Final deliverables checklist

Use this when you are about to send the final files and want to avoid a messy “where is everything?” follow-up thread.

Use it for

The final files are ready, but the client needs context and ownership notes.

Do not paste client names, emails, contracts, credentials, private account links, invoice numbers, tax IDs, addresses, or confidential project files.

File versions named
Source files included or excluded
Ownership notes written
Support boundary present

Subject

Final deliverables

Deliverables

The final deliverables are below with file versions, source access, owner notes, and support boundaries.

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Static self-serve checklist. Not legal, tax, accounting, debt-collection, procurement, employment, or contracting advice.PrivacyTerms