Practical guide
Use this workflow before choosing another tool.
Agencies and freelancers ending projects who need a professional handoff without losing records or future opportunities. The useful move is to turn that search into a small operating decision: what gets captured, who reviews it, what copy is safe, and what should stop before it reaches a customer.
Offboarding is where many service businesses lose trust. A clean handoff confirms what was delivered, what remains open, who owns access, and how support works after closure. Treat the template below as a starting point for review, not as final external copy. The buyer still needs to adapt it to their business, product, policy, tools, consent rules, and support boundaries.
- 01Delivery summary: completed work, links, files, and final dates.
- 02Access handoff: accounts, ownership transfer, credentials process, and permissions.
- 03Open items: known issues, deferred requests, and next owner.
- 04Relationship close: testimonial request, referral path, and future support boundary.
