Client Name
Company Name
Email Address
*
Services Received
Final Date of Service
Reason for Offboarding
*
Was the client notified?
Method of Notification
Final Reporting Delivered
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?
Final Invoice Paid?
Any remaining action items or open tasks?
If yes, please list them below
Offboarding Handled By
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