Off-Boarding Client Checklist For Digital Marketing Clients

Define "end of contract" Date with Client

Include a thank you email for appreciation of clients\' business

Include a final deliverables date

Include a final invoice with due date

Final invoice has been paid before handing off final project

Include final project (all digital files) *keep a backup copy for yourself

Include all documents and files

Include an end of contract deliverables checklist for the client *request a copy back

Include any training materials, resources, or FAQ\'s client may need

Include a project goals achieved document/email

Check-in to make sure client was happy with service provided

Ask for a testimonial

Pitch them any additional services you can provide them in the future

Send a personalized thank you note

Promote their business on social media, on your blog/website as a casestudy (showcase project)

Follow-up/check-in email around three to four months after the project has ended