One of the most important aspects of a freelancer’s business is to have a good relationship with their clients.

This article will explore how an offboarding guide can help you do just that.   An Offboarding Guide will provide your clients with the information they need, answer any questions that may come up,  and keep them apprised of changes in their relationship with your company.

What is an offboarding guide and how will it help your clients

An offboarding guide is a document sent to your client after you’ve completed the work they’ve hired you for. It provides them with all the information they need to move forward, answers any questions that may come up, and gives them helpful tips about what’s next in-store.

An offboarding guide reduces confusion during the offboarding process, shows respect for your client’s time and integrity, and leaves them feeling satisfied overall. You can also use this as an opportunity to thank them for working with you and show your appreciation for their time and loyalty.

By including all of this information in an organized document, you have the opportunity to communicate with your client in a more comprehensive way. This is an easy way for them to reference specific details about their project in the future when needed.

What information should be included in the document?

An offboarding guide should answer any questions your client may have and provide them with helpful information so they can continue to be successful after you have finished building or maintaining their project. Here are some examples of what to include:

  • A list of all the work you’ve done for them, including a brief description of what you did
  • A list of any resources or tools that your client may need to access in the future
  • Next steps for maintenance and support (if they’re needed)
  • Any other useful tips or links for them to reference in the future

By providing your client with a helpful guide that contains all the information they need, you’re showing them respect and giving them a great experience. This will help establish a good relationship between you and your client going forward, which means more opportunities for work in the future!

Why you should send one to your clients when they finish a project with you

It is always great to send an offboarding guide to your client when they have finished a project. This helps with ensuring a smooth transition from working with you to doing work themselves. People feel valued when they’re given information and education on how to move forward in a new direction. They’ll also appreciate the extra time and energy you put into helping them through this transition.

It also takes time to use a new system and your clients will appreciate having a reference point to look back to when learning their system.

While sending an offboarding guide is helpful for all parties involved, it doesn’t mean that the relationship is over. You can still reach out to your clients with valuable tips and information in the future, which will help strengthen your relationship even further!

If you want to make sure your clients are happy with the service they received and that there is no confusion or miscommunication, then an offboarding guide should be a part of every project.  This will help you finish strong with no loose ends and also put your clients in a good position to succeed after their project has ended.

It’s important to take the time to thank your customers for their business and offer them a guide on how to stay connected with your brand even after their service is complete. This way, when they need another product or service in the future, they’ll be one of the first people you think of!


You don’t really know how this all works or if a CRM will even fit your business model. That’s why I created Backstage Pass – so that you can have a look inside what Dubsado can do for your business, before making any decisions. It’s like having backstage access without buying a ticket!⁣

A glimpse behind the scenes. It’s like me giving you my own personal tour so that I can show you the best features and you can be a bit more informed.⁣

All it takes is some information about your business and your business needs and I will send you an informative video on how a customer relationship tool could work for you and your needs.⁣

CLICK THIS LINK and grab your pass. I’m looking forward to seeing you backstage!⁣