Digital product

Client Offboarding Pack

How a client relationship ends without loose ends, unpaid invoices or a support request eight months later, with the handover checklist that protects both sides and the exit conversation that is the cheapest market research a business can do.

docx· v2.0· 107.7 KB

What you’ll get

  • Every section drafted, with the clauses numbered so deleting one renumbers the rest
  • The engagement
  • Commercial close-out
  • Handover
  • Access
  • Data
  • The conversation
  • Worked examples: weak wording against strong, and why the difference matters
  • A red-flags section naming what should stop you, and a decision guide for the choices that have no default
  • Word document with fill-in fields, dropdowns and date pickers, plus a contents page that builds itself
  • A closing checklist, so nothing goes out half-finished
  • Yours to keep. Works offline, no subscription, no account needed to open it

Preview

Preview 1