Off-Boarding Client Checklist For Digital Marketing Clients
Whether you are an agency, small business, or freelancer, use this free digital marketing client off-boarding checklist to ensure a professional and easy transition process for your clients.
Off-Boarding Client Checklist
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Define "end of contract" Date with Client
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Include a thank you email for appreciation of clients' business
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Include a final deliverables date
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Include a final invoice with due date
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Final invoice has been paid before handing off final project
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Create an Off-Boarding Digital Folder for Client
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Include final project (all digital files) *keep a backup copy for yourself
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Include all documents and files
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Include an end of contract deliverables checklist for the client *request a copy back
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Include any training materials, resources, or FAQ's client may need
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Include a project goals achieved document/email
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Check-in Email
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Check-in to make sure client was happy with service provided
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Ask for a testimonial
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Pitch them any additional services you can provide them in the future
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Final Off-Boarding Steps
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Send a personalized thank you note
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Promote their business on social media, on your blog/website as a casestudy (showcase project)
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Follow-up/check-in email around three to four months after the project has ended
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