Offboarding Guide

$15.00

Ensure a smooth and professional transition for your clients with our client offboarding guide template. This 18-page editable Canva template helps you clearly communicate the steps of your offboarding process, from finalising deliverables to requesting feedback, in a professional and organised manner. Designed for business owners, freelancers and service providers, this template is fully customisable to match your brand style. With clear instructions and placeholders, you can easily adapt it to your unique offboarding process, ensuring no details are overlooked.

Pages included:

  • Cover Page x 2

  • Table of Contents

  • Launch Checklist

  • Launch Ideas Brainstorm

  • Launch Calendar

  • Guide to File Types

  • File Sizes

  • Support Details

  • Services Menu for Returning Clients

  • Referral Program

  • Final Thank You

  • Back Cover

Stock images not included.

Ensure a smooth and professional transition for your clients with our client offboarding guide template. This 18-page editable Canva template helps you clearly communicate the steps of your offboarding process, from finalising deliverables to requesting feedback, in a professional and organised manner. Designed for business owners, freelancers and service providers, this template is fully customisable to match your brand style. With clear instructions and placeholders, you can easily adapt it to your unique offboarding process, ensuring no details are overlooked.

Pages included:

  • Cover Page x 2

  • Table of Contents

  • Launch Checklist

  • Launch Ideas Brainstorm

  • Launch Calendar

  • Guide to File Types

  • File Sizes

  • Support Details

  • Services Menu for Returning Clients

  • Referral Program

  • Final Thank You

  • Back Cover

Stock images not included.

Onboarding / Welcome Guide
Onboarding / Welcome Guide
$15.00
Services Guide
Services Guide
$15.00
 

    • 18 pages (A4 size)

  • This item is a digital product. No physical item will be shipped. If you have any questions, concerns, or hesitations, please feel free to reach out before purchasing.

    1. Purchase the listing.

    2. Check your email for a PDF.

    3. Download the PDF and click the link to access the template on Canva.

    4. Edit & Save → Download and export to PDF and print if desired.