Client Exit Template: A Guide to Professional Offboarding

Introduction

Offboarding a client is just as important as onboarding them. A structured client exit process helps service providers—such as web designers, brand designers, and videographers—close projects professionally, gather feedback, and set the stage for future collaborations or referrals.

A well-designed client exit template ensures that nothing is overlooked, making the transition smooth for both you and your client.

In this guide, we’ll cover:

• Why a client exit template is essential
• Key components of an effective offboarding process
• Best practices for client exits
• How to streamline offboarding with Gratify

Why a Client Exit Template Matters

A clear and structured exit process helps:

• Ensure a professional handover – Clients receive all necessary information and resources.
• Strengthen relationships – A smooth offboarding process leaves a lasting positive impression.
• Encourage referrals and repeat business – Happy clients are more likely to recommend you.
• Collect valuable feedback – Helps improve future services and marketing efforts.

What to Include in a Client Exit Template

1. Project Summary

Summarize the project, including key deliverables, objectives met, and any final remarks.

2. Final Deliverables

Provide access to all completed work, such as:

• Website files, branding assets, or videos.
• Login credentials (if applicable).
• Instructions for ongoing management or updates.

3. Maintenance and Next Steps

Give guidance on how the client can maintain and manage their assets post-project.

4. Client Feedback Form

Include a simple questionnaire to gather insights on their experience and collect testimonials.

5. Referral Program Details

If you offer a referral incentive, outline the process and benefits for the client.

6. Additional Resources

Provide FAQs, user guides, or recommended services that could support the client in the future.

Best Practices for a Smooth Client Exit

• Use a structured process – A standardized template ensures consistency.
• Keep communication clear and professional – Make sure clients understand next steps.
• Provide an easy way to access files – Use cloud storage or a dedicated portal.
• Follow up after the exit – A quick check-in reinforces a great client experience.

Using Gratify to Streamline Client Offboarding

A Goodbye Page tool like Gratify simplifies the client exit process by offering a structured and automated way to deliver final deliverables, feedback forms, and referral details.

Benefits of Using Gratify:

• All-in-one access – Clients can retrieve their files, instructions, and additional resources in one place.
• Automated feedback collection – Easily gather testimonials and insights.
• Built-in referral program – Encourage word-of-mouth marketing with seamless referral tracking.

Conclusion

A professional client exit template ensures a smooth transition, strengthens relationships, and opens doors for future business opportunities.

To create an effective client exit process:

• Provide a structured template for offboarding
• Include final deliverables, resources, and support guidelines
• Gather feedback and encourage referrals
• Use tools like Gratify to streamline the process

By implementing a polished offboarding experience, you leave clients satisfied, set yourself up for positive word-of-mouth, and build a reputation for professionalism and reliability.