Client Offboarding Template
$14.00
It can be sad to say goodbye but don’t leave anything behind with this in-depth offboarding template. It has everything you need to offboard your client in a professional and caring way.
Description
When your agreement with a client comes to an end, you want them to remember their experience. Equally, you want to make sure that you don’t forget anything or make your last impression a poor one. Nobody wants that added stress hanging over their head because who knows, maybe that client will come back in the future.
With this Client Offboarding Template, you can cross your Ts, dot your Is, and grab valuable exit information from your clients before they offboard.
Included in this ClickUp template are:
- A comprehensive template tutorial
- Detailed task descriptions
- Task status changes and updates
- Separate directions for offboarding a variety of clients
- More ways to upgrade your offboarding experience
You’ll also get customized support to help you tackle any problem that comes your way.
In as little as five minutes you can download this template and within 30 minutes have a completely put-together offboarding template to give your clients the best offboarding experience of their lives.
My ClickUp templates are designed for a variety of business types and clients. I have made sure to include everything that you can think of- and they best suit the following niches.
- Coaches (fitness, business, mindset, finance etc)
- Online Business Managers (OBMs)
- Agencies (Social Media, Operations etc)
- Course Creators
- Bookkeepers
- Virtual Assistants
- Consultants
- Entrepreneurs
& so many more!
If you are looking for an effective way to offboard your clients, leave a lasting impression, and save yourself stress, you’ve found it.
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