freelancer client project handoff and offboarding checklists
Client Handoff Pack
Builds a client-ready handoff index with acceptance, secure access transfer, training, open items, and closure evidence.
The problem
Projects are called finished while files, credentials, ownership, maintenance instructions, and unresolved decisions remain across tools and conversations.
The focused product
A structured project-close workflow for delivering files, access, decisions, instructions, and open items to a service client.
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A practical record template for freelancers and independent professional service businesses, with concrete fields, decision rules, and implementation steps.