Freelancing · $12

Client Offboarding Kit

Name: Client Offboarding Kit: Freelance Project Handover Checklist
Brand: Copper Vault Templates
Price: 12.00 USD
Availability: InStock

A calm, professional finish for every project — and an honest way to ask for testimonials and referrals. Built around written consent: never invent quotes or edit a client's words.

$12 8 documents PDF + Word + Markdown

Buy on Etsy — $12

Checkout and fulfilment on Etsy. The kit includes 8 documents plus a bonus PDF of the free 16 Client Red Flags checklist.

What's inside

Eight documents designed to make the end of a project as smooth as the beginning.

Handover checklist — files delivered, client confirmed as owner of every account, your access removed, final invoice sent and payment followed up, records kept.
Final delivery email — long version, short version, and a polite follow-up.
Six feedback questions — paste into any free-form tool or an email, with a separate, clear consent question.
Testimonial request scripts — the ask, gentle reminder, "here is a draft you can edit," and thank-you. Built around written consent before you publish anything.
Referral ask scripts — a light ask, a thank-you for a referral, and a 3-month check-in email.
One-page case study template — the problem, what you did, the result in the client's own approved words.
Project wrap-up notes — private review of what to keep, change, or update.
Start here guide — 30-minute walkthrough.
Bonus: printable 16 Client Red Flags checklist PDF.

Who it's for

New freelancers finishing their first few client projects.
Designers, writers, VAs, developers, and other service providers who want a clean, repeatable ending.

Who it's not for

Anyone looking for contracts or legal documents (none are included).
Agencies looking for a full operations system.

Format

One ZIP with 8 documents plus the bonus checklist. Each document comes in PDF, DOCX, and Markdown. No design software or paid apps needed.

License

Edit and use for your own business and clients as often as you like. Share filled-in versions with clients as part of your work. Do not resell or redistribute the template files.

FAQ

Does this include a testimonial template I can put on my site?

It includes scripts for asking, reminding, and following up — and a one-page case study template for use after you have the client's written permission. It does not include a public-testimonial wall, but you can paste approved testimonials into any page or portfolio yourself.

Will it guarantee a testimonial?

No. It will help you ask politely and follow up. Approval is always the client's choice.

What's the refund policy?

Etsy is digital-download, so returns are not accepted — but if a file is missing or won't open, we'll fix it fast or refund you via Etsy.