What do I need to use Client Offboarding?

The engagement; The relationship; What's outstanding; Your goals; Any tension.

Is Client Offboarding free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Client Offboarding

Q: How do I know the Client Offboarding output is good?

The skill verifies itself against its own quality checks: Includes a clean closeout (deliverables, access, invoice, documentation); Provides a warm wrap-up recapping value/results; Makes the testimonial/referral/repeat-work asks at peak goodwill; Handles ongoing-relationship offboarding gracefully.

🔵 Stable🕐 updated 2026-08-05 🔷 SkillSpec L3 pm-freelance

Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work. Use when asked to wrap up a client project, offboard a client, end a client relationship well, or project handoff. Produces a closeout checklist (deliverables, access, final invoice, documentation), a handoff/wrap-up message, the referral/testimonial/repeat-work asks to make at the peak moment, a graceful process for ending an ongoing relationship, and how to leave the door open — so the ending builds your business instead of just stopping.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“Help me wrap up a client project the right way.”“How do I offboard a client and ask for referrals?”“I'm ending a retainer — how do I do it gracefully?”“Give me a project closeout checklist.”“How do I turn a finished project into more work?”

What to give it

▸The engagement — what you delivered, one-off or ongoing, and how it's ending

▸The relationship — how it went, and how warm the client is

▸What's outstanding — final deliverables, payment, access to transfer

▸Your goals — referrals, a testimonial, repeat work, or a clean exit

▸Any tension — if it's ending on a sour note (changes the approach)

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Includes a clean closeout (deliverables, access, invoice, documentation)

✓Provides a warm wrap-up recapping value/results

✓Makes the testimonial/referral/repeat-work asks at peak goodwill

✓Handles ongoing-relationship offboarding gracefully

✓Includes a keep-in-touch plan

✓Sets post-project support boundaries to avoid unpaid drag

⚠️ What it refuses to do

**Just stopping** with no closeout or final impression.

**Leaving the client stranded** without access/docs.

**Missing the peak moment** to ask for testimonial/referral/repeat.

**Burning a bridge** when ending an ongoing engagement.

**No boundaries** on post-project "quick questions."

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="client-offboarding"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Client Offboarding is one of 1153 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog