Offboarding Guide
Ensure a smooth and professional transition for your clients with our client offboarding guide template. This 18-page editable Canva template helps you clearly communicate the steps of your offboarding process, from finalising deliverables to requesting feedback, in a professional and organised manner. Designed for business owners, freelancers and service providers, this template is fully customisable to match your brand style. With clear instructions and placeholders, you can easily adapt it to your unique offboarding process, ensuring no details are overlooked.
Pages included:
Cover Page x 2
Table of Contents
Launch Checklist
Launch Ideas Brainstorm
Launch Calendar
Guide to File Types
File Sizes
Support Details
Services Menu for Returning Clients
Referral Program
Final Thank You
Back Cover
Stock images not included.
Ensure a smooth and professional transition for your clients with our client offboarding guide template. This 18-page editable Canva template helps you clearly communicate the steps of your offboarding process, from finalising deliverables to requesting feedback, in a professional and organised manner. Designed for business owners, freelancers and service providers, this template is fully customisable to match your brand style. With clear instructions and placeholders, you can easily adapt it to your unique offboarding process, ensuring no details are overlooked.
Pages included:
Cover Page x 2
Table of Contents
Launch Checklist
Launch Ideas Brainstorm
Launch Calendar
Guide to File Types
File Sizes
Support Details
Services Menu for Returning Clients
Referral Program
Final Thank You
Back Cover
Stock images not included.
Ensure a smooth and professional transition for your clients with our client offboarding guide template. This 18-page editable Canva template helps you clearly communicate the steps of your offboarding process, from finalising deliverables to requesting feedback, in a professional and organised manner. Designed for business owners, freelancers and service providers, this template is fully customisable to match your brand style. With clear instructions and placeholders, you can easily adapt it to your unique offboarding process, ensuring no details are overlooked.
Pages included:
Cover Page x 2
Table of Contents
Launch Checklist
Launch Ideas Brainstorm
Launch Calendar
Guide to File Types
File Sizes
Support Details
Services Menu for Returning Clients
Referral Program
Final Thank You
Back Cover
Stock images not included.
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18 pages (A4 size)
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This item is a digital product. No physical item will be shipped. If you have any questions, concerns, or hesitations, please feel free to reach out before purchasing.
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Download the PDF and click the link to access the template on Canva.
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