Client Offboarding and Handoff Email

Write the offboarding email and a handoff list for the end of an engagement. PROJECT Client: [NAME] What is finished: [LIST] What is deliberately unfinished: [LIST] Where the files live: [LINKS] Logins I am transferring or revoking: [LIST] Final invoice status: [PAID | DUE — AMOUNT] Warranty window: [DAYS OR NONE] Who on their side owns it now: [NAME] EMAIL Thank them for one specific moment, not a generic pleasure. State the end date. Point to the handoff list. Say how to reach me after, and what a new request costs (a new project, not a favor). If an invoice is due, the amount and link go in the same email, not a sequel. HANDOFF LIST Files, owners, and the one thing that will break if they change it without reading [DOC]. Open questions they still owe answers to. Access I will remove on [DATE]. Keep it one email plus a checklist. No upsell paragraph unless I gave you an offer: [OFFER OR NONE].