A Simple Client Offboarding Checklist

Close a freelance project cleanly: final archive, access removal, open invoices, a short summary and a next-step note for the client.

Close a freelance project cleanly: final archive, access removal, open invoices, a short summary and a next-step note for the client.

Five freelance workflow mistakes—no brief, unclear reviewer, unlimited revisions, undocumented handoff and no closeout—and a small repair for each.

Keep a revision log with date, request, scope status and decision so review rounds stay visible and scope changes are deliberate.

A client handoff checklist for files, access, naming, notes and approval so the final delivery does not depend on memory.

Write a project brief with an outcome, audience, constraints, success criteria and a named reviewer so the first draft starts from a shared definition.