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Editable document · Digital download

Client Offboarding and Testimonial Request Pack

Editable client offboarding templates: checklist, completion letter, handover document, access removal record, final account statement, exit survey, testimonial request emails, permission form, referral plan and ending-a-relationship letters.

DOCXPDF4 files832 KB
Price $14.99USD

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.0 · updated Nov 10, 2026.

Description

The end of a project is when clients decide whether to hire you again and recommend you, and when loose ends cause the most trouble: shared passwords, mismatched final invoices, files nobody can find. This pack gives service businesses a calm, consistent way to finish every project and ask for feedback, testimonials and referrals honestly.

Included are 11 templates: an internal Offboarding Checklist, a Project Completion Letter, a Client Handover Document, an Access Removal and Asset Return Record, a Final Account Statement that reconciles the quote, approved changes, deposits and payments, an Exit Feedback Survey, three Testimonial Request Emails (written, call and public platform), a Testimonial Permission Form covering wording, attribution, photo, logo and where it may be used, a Referral and Stay-in-Touch Plan for the following year, three Ending a Client Relationship letters, and a worked example for a fictional bookkeeping practice.

The guide covers the offboarding timeline, asking for testimonials and reviews without paying for praise, filtering who you ask or changing clients' words, and protecting client data at the end. You get editable DOCX files in US Letter and A4, plus print-ready PDFs (a 17-page US Letter edition and a 17-page A4 edition).

Templates only, not legal advice. Rules on endorsements and the use of names and images vary by country and platform.

Who it's for: Freelancers, agencies, consultants, bookkeepers, coaches, trades and other service businesses that finish projects or contracts with clients..

Included files

  • client-offboarding-and-testimonial-request-pack-v1.0.0-all-files.zipAll files in one ZIP (includes licence)ZIP
  • Client-Offboarding-and-Testimonial-Request-Pack-Letter.docxEditable DOCX, US Letter: guide + 11 templatesDOCX
  • Client-Offboarding-and-Testimonial-Request-Pack-A4.docxEditable DOCX, A4: guide + 11 templatesDOCX
  • Client-Offboarding-and-Testimonial-Request-Pack-Letter.pdfPrintable PDF, US Letter (17 pages)PDF
  • Client-Offboarding-and-Testimonial-Request-Pack-A4.pdfPrintable PDF, A4 (17 pages)PDF
  • LICENCE.txtLicence summaryTXT
  • Plus a single ZIP with every file and the licence (571 KB).

How to use

Copy the offboarding checklist for each ending project, send the completion letter with the handover document and final account statement, then follow up with the survey, testimonial request and stay-in-touch plan.

Customer reviews

No reviews yet. Reviews can only be written by customers who own this product.

Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Is it okay to offer a discount in exchange for a testimonial?

Rules differ by country and platform. As general information: any incentive must not depend on the feedback being positive and should be disclosed, and many review platforms don't allow incentives at all. This pack is not legal advice.

Can I edit what a client writes?

You can shorten it, but don't change its meaning or add claims. The permission form records the exact wording the client approved.

Can I add my own branding?

Yes. Each template has its own header for your logo, and the text uses Arial with simple tables, so your styles apply cleanly. A small Brainfy Studio credit sits in the footer.

Which apps were the files checked in?

The DOCX files were built and checked with python-docx and rendered to PDF in LibreOffice Writer. They have not been opened in Microsoft Word, Google Docs or Apple Pages.

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