End Well, Stay Connected:
Your Offboarding Plan
The way you end a client relationship matters more than most business owners realize.
When projects wrap up without a clear offboarding process, relationships can fizzle, scope creep can sneak in, and opportunities for referrals or repeat work get missed. This free guide helps you create a thoughtful, professional offboarding system that brings closure and keeps the door open.
End Well, Stay Connected shows you how to wrap up client engagements with clarity, confidence, and intention - so everyone walks away feeling good about the work you’ve done together.
In this free guide, you’ll learn how to:
Create a repeatable offboarding process that ensures nothing gets missed
Clearly signal the end of a project (and avoid unpaid “one last thing” requests)
Ask for testimonials, referrals, and feedback the right way
Wrap up work securely by handling access, files, and permissions properly
Stay connected with past clients in a natural, professional way
Turn completed projects into future opportunities
You’ll also get an offboarding checklist and a visual offboarding map to help you design a process that feels polished, intentional, and easy to repeat.