sales

client-offboarding

Generates client offboarding packages in Google Docs and Google Drive, including results summaries, testimonial requests, exit surveys, referral asks, and handover…

Generate professional client offboarding packages that close engagements gracefully, capture feedback, and open doors for future work.

Difficulty: beginner
Input: conversation
Output: document
Needs: none

What it needs

profile — loaded from your vault context
tone-of-voice — loaded from your vault context
contact-details — loaded from your vault context

What you get

exit-survey (markdown)
exit-survey-doc (markdown)
handover (markdown)
offboarding-package (markdown)
referral-ask (markdown)
results-summary (markdown)
testimonial-request (markdown)

Ask it like this

Create an offboarding package for our client Acme Corp
Generate a testimonial request for the project we just finished
Prepare a professional handover document for the client transition
Draft an exit survey and results summary for client wrap-up