Client Offboarding Checklist
public sample
Sample client handoff
A final-project checklist for files, access, invoice status, support boundaries, and next work.
Do not paste or send client names, emails, contract text, private links, passwords, tokens, API keys, account recovery details, or payment details.
Sanitized handoff checklist
01
Final files
Exports are named clearly, source files are listed, and the delivery folder has no private drafts.
02
Access
Ownership transfer is documented, and credential handoff status is noted without writing passwords or tokens.
03
Invoice
The final invoice status is separate from optional future work and support.
04
Support window
Included fixes, response time, and end date are written plainly.
05
Change requests
New work after handoff has a paid estimate path before work starts.
Do not paste client names, emails, contract text, private file links, passwords, tokens, API keys, account recovery details, or payment details.
Keep the checklist as operational notes. Do not use it as legal, tax, accounting, compliance, employment, procurement, or security advice.
Send access through the proper account transfer flow, not inside this checklist or support email.
Use fake placeholders while evaluating the sample.