Client Offboarding Checklist
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This template is designed to ensure a smooth transition and positive lasting impression when concluding client engagements. It outlines a structured process for wrapping up projects, collecting feedback, and maintaining professional relationships.
Key components and benefits include:
- A detailed project closure process, including final review meetings and deliverables submission, ensuring all objectives are met
- Feedback and evaluation procedures to gather insights for future improvements and maintain client satisfaction
- Administrative tasks such as invoicing, data handover, and project archiving, which help maintain professionalism and protect both parties' interests
