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But right now, I have a special offer for you.
For the next 20 minutes, you can get 50% off the Client Offboarding Template
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 Pack Template
End your working relationship on the right note with a client offboarding packet that will streamline the offboarding process and take away that awkward "are we there yet?" feeling!
Tie up all those loose ends and say goodbye the right way!
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 you...
- 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?
1. Add the templates to your Canva account - you'll receive a link to add the templates to your account once you complete your purchase.
2. Edit the colours, fonts, images etc. to match your brand & add your "business as usual" content (the stuff that will stay the same no matter what).
3. Tailor the content to each individual client before sending out (it takes 2 mins!)
Here's what you'll get...
Once your purchase is complete, you'll get access to two versions of the template - one is for general service-based businesses and the other is for coaches. Each one includes:
- 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
Hey, I'm Dani!
I’m a systems and ops strategist, VA/OBM, a coach for mums in business, and multi-passionate business owner.
Over the last 8 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!
Get instant access to the Client Offboarding Pack Template now!
Frequently Asked Questions
The template is created in Canva. You will receive a link that adds the template to your Canva account where you can edit the colours, fonts, images, and pretty much everything else to match your branding and your business needs.
Once you have edited the templates, you can export from Canva as a PDF to share with your client(s).
The template is not available in any other format right now.
Once you have added the templates to your own Canva account, you have access to them forever! You’ll also get access to updates I make to the templates (for freeeeee!) – I’ll send you an email to let you know when this happens.
No.
You can edit the templates and send to your clients as many times as you want or need to but you cannot sell the templates (either as a templates or as a finished document)
We do! Head here for more info and to sign up.
Due to the digital and downloadable nature of this product, we don’t offer refunds.
Email us at contact@organiseandgrow.com or use the chat box in the bottom right – we’re happy to answer any questions you may have.