Your client relationship shouldn't end with 17 emails asking where everything is. You've finished the work but your client still needs files, access to their systems + answers about what happens next and somehow, you're still providing support for a project you're no longer being paid for.
The Client Offboarding Hub is a customizable Notion template that makes wrapping up client relationships easier for everyone.
Here's what's inside:
Final deliverables: Keep files, SOPs + training resources in one place.
Access handover: Document account transfers + permissions to remove. Support boundaries: Clarify timelines, expectations + how to get help.
Final payments: Organize invoices + payment details.
Testimonials + referrals: Make asking for feedback + referrals part of the process. Future opportunities: Give clients a clear path to work with you again.
Finish the relationship as intentionally as you started it.
Easily & consistently track & review all necessary sales & revenue data for your business for the entire year. Includes a place to review offer chosen, revenue & profit created, new income, repeat income, and so much more!
Your client relationship shouldn't end with 17 emails asking where everything is. You've finished the work but your client still needs files, access to their systems + answers about what happens next and somehow, you're still providing support for a project you're no longer being paid for.
The Client Offboarding Hub is a customizable Notion template that makes wrapping up client relationships easier for everyone.
Here's what's inside:
Final deliverables: Keep files, SOPs + training resources in one place.
Access handover: Document account transfers + permissions to remove. Support boundaries: Clarify timelines, expectations + how to get help.
Final payments: Organize invoices + payment details.
Testimonials + referrals: Make asking for feedback + referrals part of the process. Future opportunities: Give clients a clear path to work with you again.
Finish the relationship as intentionally as you started it.
Easily & consistently track & review all necessary sales & revenue data for your business for the entire year. Includes a place to review offer chosen, revenue & profit created, new income, repeat income, and so much more!
License & Permitted Use
Your purchase grants you a single-user, non-transferable license to use this template for your own internal business operations only.
You may:
You may not:
Termination: Violation of any of the above terms results in immediate termination of your license without refund. Upon termination, you agree to cease all use of this template and delete any copies in your possession.
Attribution: Any public reference to systems or workflows built using this template must credit The Intuitive OBM.
All templates may include a proprietary watermark. Removal of this watermark constitutes a breach of this license.
© The Intuitive OBM. All rights reserved. Unauthorized use may be subject to legal action.