Templates
Client offboarding template

Client offboarding template

Streamline your client offboarding process with our checklist. Secure data, close accounts, and gather feedback.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Client offboarding template

Streamline your client offboarding process with our checklist. Secure data, close accounts, and gather feedback.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

The client offboarding template offers a structured process for smoothly and professionally concluding business relationships. It walks you through essential transition tasks, from account closures to secure data handling, ensuring you don’t overlook any step.

A thorough offboarding not only protects your reputation but also leaves the door open for future collaborations. Whether a long-term partnership is ending due to shifting business needs or project completion, this customizable template helps you secure all systems, settle financial matters, and collect valuable feedback. You can then continuously improve your services for current and future clients.

Related categories

Preview of the template
Page 1
General Information
Client Name
Offboarding Date
Client Account Closure
Close all client accounts
Ensure all client data is deleted or transferred
Disable client access to all systems
Vendor and Partner Notifications
Notify vendors of client offboarding
Notify partners of client offboarding
Financial Closeout
Ensure all invoices are paid
Refund any unused prepaid amounts
Close any outstanding contracts
Client Communication
Notify client of offboarding completion
Gather client feedback on offboarding process

Frequently asked questions

What should you include in your client offboarding communication?

Your client offboarding communication should include a sincere thank you, confirmation of final deliverables, clear timeline for account closure, instructions for data transfers, and contact information for future needs. This professional closure demonstrates respect and leaves the door open for potential future collaboration.

When should you start the client offboarding process?

You should start the client offboarding process as soon as you receive notice of contract termination or project completion. Early preparation gives you enough time to complete all necessary tasks, address any complications that arise, and ensure a smooth transition that maintains the client relationship regardless of why the engagement is ending.

How do you collect valuable feedback during client offboarding?

Collect valuable feedback by scheduling a dedicated exit interview or sending a thoughtfully designed survey that asks specific questions about their experience. The template includes a feedback section to remind you to capture insights about your services, team performance, and potential improvements while the client’s experience is still fresh.

How do you prevent knowledge loss during client offboarding?

You can conduct thorough knowledge transfer sessions, document key client information and processes, archive important communications and deliverables, and create a searchable repository of lessons learned. The template helps you preserve this institutional knowledge even after the client relationship ends.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.