How a relationship ends is what many clients remember. A short checklist makes every ending professional.
Close it out
- Send the final invoice and confirm the last payment.
- Return or hand over the client's files and passwords they own.
- Remove your access to their accounts, and theirs to yours.
- Confirm in writing that the work is complete.
- Ask for feedback or a testimonial, if the relationship was good.
- Archive the file under your retention schedule.
Our offboarding checklist walks through each step.
General information, not legal, tax or financial advice.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
