Complete Client Offboarding Checklist

Confirm notice periods, deliverable obligations, and any exit clauses before proceeding.

List every in-progress project. Determine what will be completed, paused, or cancelled.

Was it mutual, client-initiated, or agency-initiated? The context informs how you handle the transition.

Notify everyone who works on this account. Coordinate transition responsibilities.

Compile key metrics and wins achieved during the engagement. Useful for the final report and case studies.

Gather final versions of all designs, copy, campaigns, reports, and other deliverables produced.

Ad accounts, analytics, CMS, email platforms, social profiles—transfer admin access to the client.

Provide historical data exports from analytics, CRM entries, campaign performance, and any custom reports.

Provide PSDs, Figma files, raw video, and other source materials as specified in the contract.

After confirming the client has everything, remove your team's access to their accounts and tools.

Document active campaigns, ongoing strategies, processes, and anything the next team needs to know.

Screen-record how you manage their ad accounts, CMS, and workflows. Invaluable for whoever takes over.

Use a password manager or encrypted document to share any credentials. Instruct the client to change them.

List all external vendors, freelancers, or partners involved. Include contact details and account info.

Offer to brief the incoming team. A warm handoff reflects professionalism and generates goodwill.

Include any unbilled hours, expenses, or deliverables completed during the transition period.

Send the final invoice with clear line items. Note that this is the final billing for the engagement.

Stop automatic billing immediately after the final invoice. Confirm cancellation in writing.

Follow up on unpaid invoices before closing the account. Escalate if necessary per your collection policy.

Summary of total investment, work completed, and any credits or refunds. Clean financial closure.

Ask about satisfaction, communication, deliverable quality, and areas for improvement. Keep it brief.

A conversation yields richer feedback than a survey. Listen without being defensive.

If the engagement was positive, ask while the experience is fresh. Offer to write a draft for approval.

Even departing clients may refer others. A professional offboarding makes this request appropriate.

Keep them in your CRM with appropriate tags. Send occasional value-add content to stay top of mind.

A brief check-in shows you care beyond the contract. Many clients return when circumstances change.

Maintain professional connections. Engage with their content. Stay visible without being pushy.

What worked, what didn't, and why they left. Share insights with the team to improve retention.

Add the best work to your portfolio. Get written approval before publishing any client-related content.