Best for
Any service business finishing projects or ending retainers.
Use this when
Triggered [14] days before an end date, or immediately on receiving notice.
Preview
Purpose
To end every relationship cleanly and professionally, protect both parties, capture what you learned, and leave the door open for future work and referrals.
The rest of this resource is for members
Members get the complete SOP: Offboarding a Client, one-click copy, saved favorites, and every other resource in the library for $149 per month.
One-click copy unlocks with membership
Your contract and your industry may set requirements for records retention, data deletion, and continued confidentiality after a relationship ends. Confirm those obligations before deleting anything, and never retain access to a former client's systems without written agreement.
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