Client Goodbye Packet Template: The Ultimate Offboarding Guide

Introduction

A well-crafted client goodbye packet is an essential part of a professional offboarding process. It provides clients with final deliverables, helpful resources, and a warm send-off, ensuring they leave with a great impression. For service providers like web designers, brand designers, and videographers, this step helps close projects smoothly while increasing the chances of repeat business and referrals.

In this guide, we’ll cover:

• Why a client goodbye packet is important
• What to include in a client goodbye packet
• Best practices for creating a smooth offboarding experience
• How Gratify simplifies the process

Why a Client Goodbye Packet Matters

An organized goodbye packet helps:

• Ensure a seamless transition – Clients receive all necessary files and guidance.
• Reinforce professionalism – A structured offboarding process boosts credibility.
• Encourage referrals and repeat business – A positive experience increases client loyalty.
• Collect valuable feedback and testimonials – Helps improve future services and marketing efforts.

What to Include in a Client Goodbye Packet

1. Personalized Thank You Message

Express appreciation for working together and reinforce a positive relationship.

2. Final Deliverables

Provide access to completed work, including:

• Website files, branding assets, videos, or other project materials.
• Login credentials (if applicable).
• Instructions on using or maintaining the deliverables.

3. Maintenance and Support Guidelines

Offer tips on how clients can maintain and manage their deliverables, plus information on post-project support options.

4. Client Feedback Form

Encourage feedback to improve future services and collect testimonials.

5. Referral Program Details

If you offer a referral program, include details on incentives for sending new clients your way.

6. Additional Resources and Next Steps

Provide helpful guides, FAQs, or recommended services that could support the client moving forward.

Best Practices for a Smooth Client Offboarding

To make the goodbye process as seamless as possible:

• Keep everything clear and organized – Avoid overwhelming clients with unnecessary information.
• Use a structured template – Standardizing your goodbye packet saves time.
• Make it easy to access files – Use cloud storage links or a dedicated client portal.
• Follow up after delivery – A quick check-in reinforces client satisfaction.

Using Gratify to Simplify Offboarding

A Goodbye Page tool like Gratify helps automate and enhance the offboarding experience by providing a structured and interactive way to deliver a goodbye packet.

Benefits of Using Gratify:

• All-in-one goodbye page – Clients can access all final files, feedback forms, and resources in one place.
• Automated feedback collection – Makes it easy for clients to submit reviews and testimonials.
• Referral program integration – Encourages word-of-mouth marketing effortlessly.

Conclusion

A professional client goodbye packet ensures a smooth transition, strengthens relationships, and creates future business opportunities.

To create an effective client goodbye packet:

• Include all final deliverables and helpful resources
• Provide a structured and well-designed document
• Gather client feedback and testimonials
• Use tools like Gratify to streamline the process

By implementing a polished offboarding experience, you leave a lasting impression on clients and set the stage for ongoing success.