Attention: Freelancers who do great work but have no system for what happens after delivery

Client Offboarding Bundle

Everything you need to be awesome

This Offboarding Bundle gives you a complete, done-for-you system to close every project with professionalism, capture testimonials while the experience is fresh, and keep clients coming back without chasing them.

$17 USD
$25.00

WHAT IS INCLUDED:

  • 3 final client email scripts — a warm project wrap-up, a referral ask at exactly the right moment, and a 60-day reconnect with a soft service CTA

  • Client satisfaction survey + testimonial request — 7 targeted questions that capture honest feedback and generate portfolio-ready quotes, with a built-in permission checkbox so you can publish them confidently

  • 30-item universal handoff checklist — organized across 5 phases (deliverables, access, documentation, admin, and relationship) with every item tagged as Must Do, Best Practice, or Automate

  • "Keep Clients Coming Back" mini guide — 6 retention strategies, 4 ready-to-use re-engagement scripts, and a 90-day automated follow-up timeline



Fully customizable. Works for any service type.

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