Is your time with a client coming to a close? 

Time to say goodbyes... but also, the perfect time to help your clients remember you in the best possible light ... and to let them know how you could keep continue supporting them further along their journey.

Applicable to one-on-one clients, project work, and group programs.

This template will help you get your head around what to include in your offboarding document, and how to navigate your clients around the best ways of continuing to work with you.

Let's make them come back to you again and again!

Get your template below. 

Jana Krizanova
(Creator of this template)

Hi, my name's Jana, and I'm a Client Experience Strategist.  - I get to geek out on a daily basis about how to make serving your clients as easy as possible for you, and super delightful for your clients. So that they remember (and talk about) you for all the right reasons!  

Contact information

Billing address

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Completing payment with PayPal


Got questions? 

Email me at: to get your answers.

What others are saying:

"The template was incredibly helpful! 

I was able to customize the template and add my own style. 

I was able to capture all the information that I used to share verbally in one place.

I especially like laying out where all the info can be found - those links make life so much easier for everyone!"

Erin Allgood
  • Total payment
  • 1xOffboarding Document Template€19

All prices in EUR