Client Name
Company Name
Email Address
*
Services Received
Final Date of Service
Reason for Offboarding
*
Was the client notified?
Yes
No
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Method of Notification
Phone
In Person/Virtual
Email
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Final Reporting Delivered
Yes
No
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Assets Transferred (tick all that apply)
Google Ads account access removed
Meta Business Manager access revoked
GHL/CRM data export provided
Final Report or Recommendations
Website Access Revoked
Google Business Profile Access Revoked
Final Invoice Sent?
Yes
No
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Final Invoice Paid?
Yes
No
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Any remaining action items or open tasks?
Yes
No
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If yes, please list them below
Offboarding Handled By
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