Client Offboarding & Review Master Kit: Hand-Off Checklists, IP Release Template, Client Emails and Testimonial Forms

⚡ Client Offboarding & Review Master Kit, by TargetAI.us

A calm, repeatable way to finish every client project, for freelancers, consultants, agencies and service businesses. 22 pages of checklists, a client hand-off guide, client emails and feedback forms, plus an editable DOCX and an XLSX offboarding tracker.

What's inside:
• 3-phase offboarding workflow and hand-off timeline
• Project wrap & deliverable audit · Asset packaging & folder guide
• Access & permissions audit with safe credential hand-over
• Final invoice & balance checklist
• IP / rights release template (have a professional review it)
• Client hand-off & maintenance guide template
• 10 emails: hand-off, invoice reminder, archive reminder, support check-in, 30-day check-in, honest review request, video testimonial (with consent), referral ask, retainer offer, difficult close-out
• Honest reviews & testimonials ground rules
• Testimonial capture form with written permission to publish · Feedback survey · Project retro
• Offboarding tracker & SOP: [90]-day archive, [14]-day support, retainer terms (all editable)

Formats: PDF (US Letter) + editable DOCX + XLSX + README, delivered as one ZIP. Instant digital download; nothing is shipped.
Templates only, not legal advice. Review requests ask every client for honest feedback, with no incentives; publish testimonials only with written consent. No prices suggested, no income or results promised. No AI prompts included.

#AIGENERATED: Made with AI assistance (AI-drafted outline; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.