Once it is clear that we will not continue ongoing work with a Client, we should officially offboard them. This is the case if they do not have Core Coverage and there is no active discussion happening about future work.
Here are the typical steps:
- [ ] Transfer back to the client any accounts we may manage on their behalf, such as website hosting platforms, domain registration services, Cloudflare etc. Ensure that their site is no longer present at all in our software.
- [ ] Transfer all remaining credentials we have in 1Password back to the client permanently. Archive our 1password vault for the client.
- [ ] Archive any shared Slack channels we may have with the client. Remove us from any Slack Connect channels we may be a part of with them. This may need to be done individually – in that case, assign tasks in Asana for relevant team members to remove themselves.
- [ ] Archive any projects and portfolios we have in Asana for the client, ensuring that no tasks are still assigned to anyone on those projects.
- [ ] Update the client’s entry in the ‣ to indicate that they are a former client.
- [ ] Archive their Client Code to the “Client Code” field in the Big Board by adding the gravestone emoji:
