Client Offboarding Kit™ – Editable Templates for Project Wrap-Up, Feedback & Referrals (Word + Notion)
Professionally wrap up every project with clarity, gratitude, and style. This editable template pack includes everything you need to end your client relationships on a high note — in both Word and Notion formats. Perfect for freelancers, consultants, coaches, and service providers.
📦 WHAT’S INCLUDED:
📝 Word Version (.docx)
- Project Completion Email Template
- Client Exit Survey
- Testimonial Request Email
- Final Delivery Checklist
- Referral Request Email
- Editable Thank You Certificate (Print or Digital)
🧠 Notion Version (.md)
- Import-ready for your Notion workspace
- Clean, structured layout for async client workflows
- All the same content from the Word version
🎁 Bonus:
- REBUILT™ navy/gold brand aesthetic
- Polished, professional feel from first to last message
📂 File Format:
- Word (.docx) for editable use
- Markdown (.md) for Notion import
✅ WHO THIS IS FOR:
- Freelancers & consultants delivering client work
- Coaches ending programs or 1:1 services
- Service providers looking to improve client experience
- Business owners growing a referral network
Professionally wrap up every project with clarity, gratitude, and style. This editable template pack includes everything you need to end your client relationships on a high note — in both Word and Notion formats. Perfect for freelancers, consultants, coaches, and service providers.
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