TEMPLATEFORGE / THE NEXT STEP

Close well. Stay useful.

The Client Offboarding & Retention Kit helps freelancers and service businesses finish the work with clarity, ask for honest feedback, invite the right referral, and offer a natural next engagement.

Buy for $29.00 Read the preview

$29.00 USD, one time Permanent access Complete PDF workbook

templateforge / closeoutPDF

CLIENT OFFBOARDING

Keep the
relationship
moving.Handoff · Feedback · Referral · Renewal

EDITABLE WORKBOOK01 / 05

THE COMPLETE KIT

Five assets for the
last mile.

Every part includes ready-to-use copy plus practical notes for adapting it to design, development, writing, consulting, or another service.

Project wrap-up checklist

Ten closeout checks that turn the last week into a deliberate handoff.

Client handoff guide

A ready-to-edit message that puts files, owners, limitations, and support in one place.

Feedback request

A respectful prompt for useful process feedback without inventing a testimonial.

Referral request

A specific, optional introduction ask your client can comfortably forward.

Renewal or ongoing-support proposal

A concrete next-engagement proposal for maintenance, advisory, or ongoing support.

PUBLIC PREVIEW / NO ACCOUNT REQUIRED

A closeout message that keeps the door open

The preview is representative material from the handoff guide. The complete purchase adds the full checklist, all four messages, and customization notes for each part.

Open the free sample

HANDOFF GUIDE / READY-TO-EDIT COPY

Subject: Your project handoff and next steps

Hi [Client name],

The project is ready for handoff. Here is the final path:

Final deliverables: [link or folder]
What changed: [one-sentence summary]
How to use it: [short instruction or link]
Known limitations: [anything to watch]
Open items: [owner and next date, or “none”]
Support window: [dates and what is included]

Please review the files by [date] and reply with any handoff questions. I am also including a short feedback request so I can improve the way I work with clients.

Thank you,
[Your name]

Customize: Replace the bracketed fields with your deliverable link, support window, review date, and next owner before sending.

SIMPLE TERMS

Useful after
delivery day.

You get a single-user commercial license, full modification rights, and unlimited reuse across your own client projects. Access is permanent while the offer remains available; there is no subscription.

The $29.00 USD one-time price is a modest premium over the $19.00 Client Onboarding Kit because this product contains five post-project retention assets. It is a documented pricing assumption, not a claim about demand or results.

No SaaS creation, resale, or redistribution No invented testimonials or outcome claims Refund and support states stay visible in your library

READY WHEN THE PROJECT IS

Make the final message easier.

Hosted one-time checkout. Verified buyers receive the complete PDF in their library.

$29.00 USDBuy for $29.00