Last Updated on June 24, 2022

Off-Boarding Client Checklist

• Remove the client from the next month’s billing doc
• Delete any recurring invoices or sales receipts
• Collect any outstanding payments from client
• Make sure they have access to their website, Anayltics, and other marketing tools
• See what the client wants to do with pay per click ads and turn them off if needed
• Get feedback on how we could have improved or good things we did