client_offboarding_checklist_email
Send a structured end-of-engagement email with a handover checklist covering completed work, asset transfer, outstanding actions, and system access changes to ensure nothing falls through the cracks.
Instructions
Write a structured end-of-engagement email that doubles as a practical handover checklist. Sent at project close or retainer end — covers what was completed, assets being transferred, outstanding actions for both sides, and any system access being revoked. Protects both parties by ensuring nothing falls through the cracks. Distinct from client_offboarding_email (which ends a relationship you chose to leave) and project_closure_email (a natural project wrap-up email) — this is the operational handover document with explicit action items and a checklist format. Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | The client's first name or company name | |
| project_name | Yes | Name of the project or engagement being closed (e.g. 'the Acme website redesign', 'our monthly SEO retainer') | |
| deliverables_summary | Yes | Brief summary of what was completed during the engagement (e.g. 'full website redesign, content migration, and 3 months of SEO support') | |
| assets_to_transfer | No | Optional: comma-separated list of files, accounts, or assets being handed over (e.g. 'source files, Google Analytics access, Figma project, GitHub repo'). Omit if nothing to transfer. | |
| client_actions | No | Optional: things the client needs to action after handover (e.g. 'change shared passwords, accept Google Analytics transfer, update billing details'). Omit if none. | |
| your_actions | No | Optional: anything you are still completing before the handover is fully done (e.g. 'final invoice to follow', 'source file export in progress'). Omit if everything is already done. | |
| access_to_revoke | No | Optional: systems or accounts you will lose access to or remove yourself from (e.g. 'Slack workspace, staging server, CMS admin'). Omit if none. | |
| testimonial_ask | No | Optional: include a brief ask for a testimonial or LinkedIn recommendation at the end of the email. Default: true. | |
| your_name | No | Optional: your name for the sign-off |