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When a client relationship ends, you want to offboard efficiently so you protect your brand, your data, and your team. The Client Offboarding Checklist Template in Teamwork gives you a clear, repeatable process for wrapping up work, handing over assets, and closing access without anything being missed.
You use it to track final deliverables, export and share files, close logins and permissions, settle billing, and collect feedback in one place. Instead of relying on memory or ad hoc checklists, every client offboarding follows the same steps and lives in the same workspace where you delivered the work.
Use it as your client offboarding process template so endings feel organised, not rushed. Over time, you reduce risk, capture useful feedback, and leave the door open for future engagements.
What is the Client Offboarding Checklist Template and why do I need it?
The Client Offboarding Checklist Template is a simple workflow for closing out client relationships in Teamwork. It guides you through final work handover, billing, access removal, and feedback so nothing important is forgotten when a project or retainer ends.
You need it because offboarding is often rushed or informal. A clear checklist helps you protect data, avoid loose ends, and maintain a positive experience even at the end of the relationship.
How do I use this template in Teamwork when a client is leaving?
When you know a client relationship is ending, you create or open the offboarding checklist for that account. Then you:
List final deliverables and attach or link the files
Confirm status of open tasks and decide what to close or hand over
Remove or update user access, credentials, and shared tools
Check invoices, payments, and any remaining commercial items
Capture a short retrospective and client feedback
You assign each step to an owner with due dates, so the offboarding moves forward even if multiple teams are involved.
How does this template help with data security and risk management?
The template includes explicit steps for reviewing and closing access. That can include removing guest users, rotating shared passwords, revoking third party permissions, and checking for any lingering integrations.
By making these steps part of the standard process, you reduce the risk that former clients can still see internal data or that sensitive access stays open longer than it should. You also have a record that offboarding was completed correctly.
Can I adapt this checklist for different client types or services?
Yes. You can customise the offboarding checklist for different service lines or contract types. For example, you can add extra steps for product access, design file handover, or media account ownership.
Because it runs in Teamwork, you can also create different saved views for account managers, operations, and finance so each group sees the items that matter most to them while still working from one shared process.
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