Client offboarding that hands everything back and leaves the door open
A ready-made offboarding workflow for any service business. Clients get their files, settle up and leave feedback in your portal. Your team closes access.
- Steps
- 11 steps
- Typical length
- 1 to 3 weeks
- Who’s involved
- Client, Account lead, Operations, Owner or partner
- Works with
Google Drive
Dropbox
SharePointLoom
Calendly
Google Calendar+2
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Hand over the work
3 steps - 2
Settle up
2 steps - 3
Close access
2 steps - 4
Feedback and wrap-up
4 steps
Good engagements fizzle out after the last email
The work is done. The last invoice, the logins and the review you meant to ask for are still open.
A handover they can find later
Final files, account details and next steps sit in their portal, not in an old email thread.
Access closed on both sides
Their logins come back, your shared links close, and nobody keeps access by accident.
Feedback while it's fresh
The survey and the review link go out the week the work ends, not months later.
- Receive the final deliverables
- Book the handover call
- Confirm the handover
- Pay the final invoice
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every client goes through when an engagement ends, from the final handover to the last invoice, access removal and feedback, run the same way every time. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
