Beginner

Client offboarding / transition checklist and handoff email

Creates a smooth offboarding checklist and handoff email including files, access, and knowledge transfer. Useful when disengaging or transitioning a client.

Create an offboarding plan for {client_name}.

Inputs:
- Services provided: {services_provided}
- Systems and credentials involved: {systems_access}
- Deliverables to hand over: {deliverables}
- Outstanding items and deadlines: {open_items}
- New provider (if known): {new_provider}

Output:
1) Offboarding checklist (data, files, access removal, timelines).
2) Handoff package index (what’s included and where).
3) Client email draft explaining steps and deadlines.
4) Risk notes (retention, confidentiality, outstanding responsibilities).

Keep it professional and compliant with confidentiality.

Related Prompts

Practice Management
Beginner

Client Email: Overdue Invoice Follow-Up

Generates a professional follow-up email for overdue client invoices. Adjustable tone.

ChatGPT-4oClaude Sonnet 4.5Gemini 2.5 Pro
0
0
6
Practice Management
Beginner

Client kickoff agenda and meeting notes template (accounting services)

Creates a kickoff agenda and a structured notes template tailored to accounting engagements. Useful for setting expectations, capturing requirements, and reducing follow-up cycles.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Practice Management
Beginner

Client deliverable cover note (what changed, how to read, next actions)

Creates a cover note to accompany financial statements or reports, explaining key changes and recommended actions. Useful for advisory-style communication.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2