1. Confirm final work
List completed tasks, open items, recurring processes, and what the client now owns.
VA offboarding checklist
VA Client Offboarding Checklist for a clean final handoff
Finish client work professionally with a clear final handoff, access cleanup, file transfer, and closing message instead of a messy goodbye.
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VA Client Offboarding Checklist
Includes
- Final deliverables list
- Access removal checklist
- Recurring task handoff
- File and folder transfer
- Final update email
How to use it
Close the project without leaving loose ends.
2. Transfer files and access
Move documents, links, passwords, folders, and account notes into the client-approved location.
3. Send a closing update
Use a clear final message with next steps, support boundaries, and a professional thank-you.
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