Checkli

Template

What To Include In A Client Goodbye Packet

Ending your client process on a high note is possible (and easy!) with a Client Goodbye Packet. Continue reading to find out 9 important details to include so you can provide epic client experiences from start to finish.

Template

Thank You Message

Sincerely thank your client for hiring you & being a dream client

Deliverables

List all the finished deliverables and important details including accounts, passwords. And files

Resources

List resources your client can refer to in the future (guides, tutorials, blog posts, & videos)

Troubleshooting

Share troubleshooting steps in case they run into a problem

Feedback Request

Politely Ask For Fresh Feedback Once They Get The Chance

Testimonial Request

Respectfully request a testimonial once they get the chance

Client Gift

Optional: give a thank you gift

Referral Program

Invite them to join your referral program if you have one

Additional Services

Share additional services you offer so you're top of mind if and when they would need help in the future

This creates a private checklist in your account.