Farewells are inevitable in service-based businesses. Just as onboarding is crucial, ensuring a smooth offboarding experience is equally important. When a client relationship concludes, completing tasks and formalities ensures a positive end to our partnership.

To make sure you don’t miss out on anything and offer a smooth client onboarding experience, we’ve created this client offboarding checklist template. It contains a checklist of all activities you need to perform before ending a client relationship.