10 Page Canva Client Off-boarding Kit Template Includes pages for a farewell message, sharing important links & login credentials, gathering testimonials, communicating referral program details & off-boarding checklist Copy prompts to guide you through template customization (we tell you what information to include + where) Flexible & easy to customize to reflect your business’ branding Canva basics tutorial which walks you through how to access the template & start customizing (no design background needed) Images not included* Canva Pro account recommended (but not required) Description When a project or retainer comes to a close, you'll want to ensure that you end on a high note, reminding your client why they chose to work with you in the first place! Off-boarding is a normal business process that marks the end of a working relationship between you and your client. This could happen for a variety of reasons, such as completing a project you were contracted to do, when a retainer client doesn’t renew their contract for another term, or when you’ve made a decision to no longer support a client, or offer specific services. Choosing to go above & beyond for your clients during your off-boarding process will leave a lasting impression – one that could turn into positive referrals or repeat business in the future! Having a step-by-step system in place for transitioning clients off your roster, and providing a clear handoff process, ensures that your clients have everything they need to move forward after you officially log off (meaning they won’t pop back up in a few months asking for files or login credentials). This Canva template includes everything you need to guide your client through the off-boarding process, making sure you don’t miss a thing! Simply add your own branded images & change the template’s colors, fonts, and other design elements to fit your business.
