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Client Offboarding Process

Professional project closure with final deliverables, invoicing, feedback collection, and relationship nurturing

Complexity: Moderate | Duration: 15-30m | Category: Creative/General

Tags: client-success offboarding project-closure relationship-management referrals

Workflow Diagram​

Steps​

Step 1: Deliverable verification​

Agent: quality

assurance - Confirm all deliverables completed

Step 2: Final invoice​

Agent: client

success-manager - Send final invoice with payment link

Step 3: Handoff documentation​

Agent: client

success-manager - Provide access credentials, guides

Step 4: Training session​

Agent: client

success-manager - Walkthrough of deliverables (if applicable)

Step 5: Feedback collection​

Agent: relationship

manager - Send project retrospective survey

Step 6: Testimonial request​

Agent: relationship

manager - Ask for review or testimonial

Step 7: Case study permission​

Agent: relationship

manager - Request portfolio inclusion approval

Step 8: CRM update​

Agent: relationship

manager - Mark project complete, add notes

Step 9: Nurture sequence​

Agent: relationship

manager - Add to alumni email list for future opportunities

Step 10: Referral request​

Agent: relationship

manager - Ask for introductions to similar clients

Usage​

To execute this workflow:

/workflow creative/general/client-offboarding-process.workflow

See other workflows in this category for related automation patterns.