Build a checklist for a client who is leaving
Pick the services you ran and enter the client. Get a checklist for notice, access, files, billing and the last message, with the steps for each service. Free, no account.
Your offboarding checklist
Example inputs, pre-filled so you can see how it works. Replace them with your own details.
A 24-step offboarding checklist in 6 groups for Smith Plumbing, covering website.
Agree the exit
- Confirm in writing that Smith Plumbing is leaving and the last day of service: [last day]
- Check the agreement for the notice period and what each side owes
- List the work in progress and decide what is finished, handed over or stopped
- Name one contact on each side for the handover
Access and accounts
- Website: Domain: confirm who owns the registration and move it to the client if it is in your account
- Website: Hosting: transfer the account or hand over the login and the billing details
- Website: Site admin: give the client an owner account, then remove your own logins
- Website: Backups and files: send a full backup and a list of plugins, themes and licences
- Website: Forms and email: check where form messages go and update them to the client
- Keep a record of what you handed over, and when
Files and data
- Send final copies of designs, copy, photos and documents the client paid for
- Send reports and any data you hold that belongs to the client
- Delete client data you are not allowed to keep, once the client confirms they have it
Billing and contracts
- Send the final invoice and any refund or credit you owe, if any
- Cancel recurring payments and subscriptions you pay on their behalf
- Move third-party subscriptions to the client's own card, or cancel them
- Close the agreement in writing, with the date
The last message
- Thank Smith Plumbing for the work together
- Say what you handed over and where it is
- Say what happens to the service on [last day]
- Offer a short question window after the last day, if you will give one
After they go
- Remove Smith Plumbing from your tools, calendars and shared folders
- Note why Smith Plumbing left and what you would change, for your own records
- Ask Smith Plumbing for a review or testimonial only if the work ended well, and only once
Copy everything
The checklist is a template filled with your words, with no AI. Text in [brackets] is for you to fill in. Check your agreement for what you must hand over and what you may keep, and check the data rules that apply to you before you delete anything. This is not legal advice.
Why offboarding matters
- Access leaves cleanly: the client owns their accounts, and you do not keep logins you no longer need.
- Nothing is left unpaid or running: invoices, subscriptions and scheduled posts are closed on a known date.
- The last impression is good: a client who leaves well may come back or refer someone.
Fill the seat
When a client leaves, you need a new one. Search 67Leads by trade and city, or start with businesses with an owner email and businesses with few reviews. To see how churn adds up, use the client churn rate calculator.
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Questions
Agree the last day in writing, hand over access and files, close billing and subscriptions, and send a clear last message.
The client should, with you as a manager. Check that is true before you go and remove your own access last.
No. Check your agreement and the rules that apply to you. This is not legal advice.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
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