All good things must come to an end...
Say goodbye to your clients in a professional way that leaves no loose ends + no hard feelings!
Whether your project has come to an end or you've just decided to part ways with your client, ending your working relationship can feel messy + leave things feeling unfinished.
Having a clear offboarding process makes this stage of your client's journey streamlined, easy + makes sure that everything is closed off neatly.
Perfect for maintaining that great relationship you've already formed with the client.
Say goodbye to the days where projects just kind of fizzled out + the client was coming back to you months down the line asking for files + revisions!
Introducing...The Client Offboarding Packet Template
End your working relationship on the right foot with a client offboarding packet that will streamline the offboarding process for optimum efficiency and professionalism. Tie up all the loose ends and say goodbye the right way - maintain those relationships and secure repeat work from clients.
WHAT IS A CLIENT OFFBOARDING PACK?
When a project comes to an end or you decide to go your separate ways, you want to make sure that everything is nicely boxed off - all invoices are paid, the client has all of the deliverables you agreed upon + nothing remains outstanding.
Your client offboarding pack contains details of the outcomes you achieved (remind them of your incredible work!), where your client can find everything, a checklist for your client to ensure they remove your access to things you no longer need, a link to your testimonial form, an invitation to your referral programme and much more!
WITH A CLIENT OFFBOARDING PACK YOU CAN...
- Say goodbye to your clients the right way.
- Review the project outline.
- Highlight the outcomes + deliverables that you achieved for them.
- Provide a breakdown of expenses (+ show against initial budget).
- Share important links e.g. where documents + deliverables can be found by the client.
- Create a checklist of things for your client to complete e.g. save copies of everything they need, pay final invoice, remove your access/shared passwords.
- Request a testimonial (whilst the experience of working with you is fresh in their mind).
- Invite them to your client referral program.
- Answer FAQs e.g. if they need additional services from you, if they require additional edits + revisions etc.
- Provide a summary of your other services just in case they want to work with you on something else OR want to refer someone to you.
- Curate a list of business tools + resources you love to help your client make decisions (perfect place to include affiliate links too - don't forget to disclose them though).
RIGHT NOW YOU...
- Feel kind of lost + uncertain when a project or contract comes to an end.
- Don't have a way to clearly demonstrate the value you have provided to your clients whilst working together.
- Don't have many testimonials...you're just not sure how or when to ask for them.
- Have a Google Drive full of old client work that you daren't delete because you're not sure your old clients have everything.
WITH THIS TEMPLATE..
- Will always know how to tie up your projects + clearly define the end point.
- Can create a beautiful AND useful doc in a matter of minutes that outlines everything you have achieved whilst working together.
- Will have a seamless, effort (+ stress) free way to ask for testimonials...right after you highlight your amazing work.
- Can share links to where everything is stored + set boundaries with your client in terms of when files will be deleted from your Google Drive.
Yes! I'm ready to create an amazing offboarding pack for my clients!
HOW DOES THE TEMPLATE WORK?
Add the template to your canva account
Log into your purchases area (you'll be sent details when you complete your purchase), + click on the link to the template. The link will automatically create a copy of the template inside your Canva account - no need to create a new copy.
add your "business as usual" content
There will be some content in the Client Offboarding Packet that will remain the same for all clients e.g. details of your referral program etc. Add this content now + save as your template to work from each time you offboard a client.
tailor the content to each new client
When you offboard a client, create a copy of your template, edit the details to fit that particular client (including a super-personalised parting message), download the document as a PDF + send it over to your client, along with your final invoice + any files.
HERE'S WHAT YOU'LL GET:
- Access to the editable template in Canva
- 1x Cover Page
- 1x Table of Content Page - Let your clients know what's in the document + where to find it
- 1x Parting Message Page
- 2x Project Overview Pages to recap what the project was
- 1x Project Budget Page with column for actual spend
- 2x Outcomes + Deliverables Pages
- 1x Important Links Page
- 2x Client Homework/Final Steps Pages
- 1x Testimonial Request Page
- 1x Referral Programme Invitation Page
- 1x FAQs Page
- 1x Summary of Services Offered Page
- 1x Useful Resources Page
- 1x Contact Info Page
I’m a VA, online business owner + systems nerd!
Over the last 7 years I've worked with 70+ clients - both long-term, monthly VA clients + short-term project-based clients.
When I parted ways with the first couple of clients, things felt...incomplete. I handed over all of the files, details, instructional videos etc. yet somehow things felt unfinished.
Over the years, I developed a checklist to share with my clients as our work together came to an end + from there created a client offboarding pack that now gets sent to each + every client when we part ways.
Not only does it create a sense of closure, but it reassures your client that they have everything they need from you (no surprises 6 months down the line!) AND it gives you the perfect place to ask for those all-important testimonials!
