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client-offboarding

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Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work. Use when asked to wrap up a client project, offboard a client, end a client relationship well, or project handoff. Produces a closeout checklist (deliverables, access, final invoice, documentation), a handoff/wrap-up message, the referral/testimonial/repeat-work asks to make at the peak moment, a graceful process for ending an ongoing relationship, and how to leave the door open — so the ending builds your business instead of just stopping.

plugins/pm-freelance/skills/client-offboarding/SKILL.md

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Nov 9, 2026
License
MIT

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# Client Offboarding

How a project ends is what the client remembers — and most freelancers just... stop, leaving referrals, testimonials, and repeat work on the table. A deliberate offboarding delivers a clean handoff, a strong final impression, and asks (at the moment of peak goodwill) that turn one finished project into the next three. This builds that closeout, whether it's a one-off wrap or ending an ongoing relationship.

## What This Skill Produces

- **A closeout checklist** — final deliverables, transferring access/files, the final invoice, and any documentation the client needs to run without you
- **A wrap-up/handoff message** — a warm, professional close that summarizes what was delivered and the results
- **The peak-moment asks** — the testimonial, referral, and repeat-work/retainer asks, made when goodwill is highest
- **Ongoing-relationship offboarding** — how to end a retainer or long engagement gracefully (notice, transition, no burned bridge)
- **Keep-the-door-open** — how to stay in light contact so future work flows back to you
- **Loose-end prevention** — the handoff details that stop post-project "quick questions" dragging on unpaid

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