Social Media Manager Client Offboarding Checklist

End every client project professionally and make sure nothing gets forgotten.

The Social Media Manager Client Offboarding Checklist is a ready-to-use Canva template designed to help social media managers properly close out a client relationship, whether the project has ended, the contract is complete, or the client is simply moving on.

Instead of rushing through the final few days of a project and wondering whether you forgot to return access, send a final report, organize files, or complete an important handover, this checklist gives you a structured process to follow.

It helps you keep track of the important tasks that should be completed before officially closing a client account.

The checklist covers areas such as:

• Final client communication

• Final performance report

• Outstanding tasks and deliverables

• Content and project files

• Account and platform access

• Asset and document handover

• Payment and outstanding balance check

• Removal or transfer of access

• Final feedback / testimonial request

• Portfolio permission

• Internal file organization

• Closing the client project

• Final thank-you message

You can customize the checklist to match your own workflow, services, and client process.

Perfect for freelance social media managers, social media agencies, and content managers who want a more organized and professional way to close client projects.

What you’ll receive:

A customizable Canva Client Offboarding Checklist that you can adapt to your own SMM workflow.

This is a digital product. No physical product will be delivered.