Client offboarding checklist
There will always come a time when you have to say goodbye to a client. But endings need not be awkward or messy. Use this step-by-step offboarding sequence to ensure you make your final days with your client streamlined, joyful, and utterly professional. Oh, it matters! Here’s what the template includes:
A step-by-step checklist to release a client from your system
Offboarding best practices
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