Best for
Any service business finishing projects or ending retainers.
Use this when
In the final two weeks of a project or notice period — whether the ending is happy or not.
Preview
Two weeks before the end
[ ] Confirm the end date in writing [ ] Review the scope: is everything promised actually delivered? [ ] Flag anything incomplete and agree a plan [ ] Prepare the handover pack list [ ] Draft the final invoice and check it against the agreement [ ] Book the wrap-up conversation
The rest of this resource is for members
Members get the complete Client Offboarding Checklist, one-click copy, saved favorites, and every other resource in the library for $149 per month.
One-click copy unlocks with membership
Data retention and deletion obligations vary by industry and location, and your contract may specify them. Confirm what you're required to keep and for how long before deleting client records, and never retain access to a former client's systems without written agreement.
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