Client Offboarding Template for Asana



You’ve reached the end of your project. What else is there left to do but get paid by the client?

A client offboarding process isn’t just a way to kindly ask clients to pay you for the work you did (though that’s important). It will allow you to leave clients with a final positive impression of you and your business. It will give you an opportunity to get a glowing review to share on your website. It may even lead to more business down the line.

This client offboarding template for Asana lays out all of the steps you should take after you’ve finished a job.

Pro tip: Start and finish every project strong by using this template along with the client onboarding template for Asana.

Recession-Proof Your Business

All of the templates, ebooks, calculators, and other resources in this store are available in my Freelancer Toolkit. Yeah, yeah, it’s a bit of a misnomer as really any small business owner, entrepreneur, or solopreneur can use it. 

Regardless, the toolkit is available for $15 and it comes with every resource in this shop PLUS video courses and tutorials to help you level up your online marketing efforts.