Client Offboarding Template
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.
$14.00
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.
Some Love from our customers
The Reviews
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Marley Jones
★★★★★
So pretty little whimsical bed sweet I floral. Life romantic glass daydreaming, back whimsical handmade vinyl back a perhaps is. Effect plants give it, process life wear beauty.
Grace Brown
★★★★★
So pretty little whimsical bed sweet I floral. Life romantic glass daydreaming, back whimsical handmade vinyl back a perhaps is. Effect plants give it, process life wear beauty.
Delia Plymton
★★★★★
So pretty little whimsical bed sweet I floral. Life romantic glass daydreaming, back whimsical handmade vinyl back a perhaps is. Effect plants give it, process life wear beauty.
Anne Evans
★★★★★
So pretty little whimsical bed sweet I floral. Life romantic glass daydreaming, back whimsical handmade vinyl back a perhaps is. Effect plants give it, process life wear beauty.
Sammi Green
★★★★★
So pretty little whimsical bed sweet I floral. Life romantic glass daydreaming, back whimsical handmade vinyl back a perhaps is. Effect plants give it, process life wear beauty.
Brody Simms
★★★★★
So pretty little whimsical bed sweet I floral. Life romantic glass daydreaming, back whimsical handmade vinyl back a perhaps is. Effect plants give it, process life wear beauty.
THE FAQS
Your questions, answered.
Running a business is complex, but getting the support you need shouldn’t be. Below, you’ll find answers to the most common questions I get about working together, my process, and how I can help streamline your systems.
Leave top tab empty! No content in other words
How do I know what service is best for my business?
My services are tailored to fit your business but they are also staggered based on the stage of business you are in. If you’re just starting out then I offer templates, consultations and strategy sessions to help assess what systems should be in place and how to get them there. If you are a bit more established then a process build is the best fit for a singular build. If you are an established business making six or multiple six figures and you need ongoing support then my Online Business Management is best for you.
Do I really need systems in my business?
I’ll answer that question with a question - do you want to grow your business? If the answer is no then (spoiler alert) my answer is still yes, you need systems in your business but I want to really hone in on the fact that systems are going to put you in place to scale your business. You will also want systems in place before you do that or you might not be able to scale successfully. Even if your business is just starting out you should have basic systems and processes. They don’t have to cost a fortune- you can check out my Business Essentials Templates for starters.
What if I don’t have the time to learn a new software?
While I have specific software recommendations based on your needs we can always work within the systems or software you already have. I do encourage an open mind when it comes to software- depending on the complexity- it might save you a lot of time and money to switch over and go through the painstaking process of learning a new software.
Am I locked in for a certain term with your services?
For the consultation, strategy sessions and process builds those are one time or package services based on your needs. The only service that is ongoing is my Online Business Management service and I do a three month trial to gauge fit, we can then discuss extending. However, if the arrangement isn’t working for both parties we can terminate the agreement. Life is too short to work with people that aren’t a good fit.
What should I have in place before bringing you into my business?
An idea! The main thing that you need is to have an idea of what you would like to accomplish- the rest we will figure out together. It’s my job to craft a plan to help you reach your goals and execute on that plan. It’s okay if you don’t know where to start, have a million ideas or feel overwhelmed- that’s exactly what I help with when you bring me into your business (in any service capacity).
