Client OffboardingMake the last impression as good as the first
When a project wraps, this agent sends a deliverables summary, the final invoice, and a feedback request, then archives the project once it's paid. You close out clean and even plant a retainer offer on the way out. The relationship ends well, not in a scramble.
Clean Handoff
Bundles every deliverable into one summary with file links. The client never emails asking where something is.
Final Invoice
Sends the closing invoice with the outstanding balance and terms, so the last payment does not get forgotten.
Timed Feedback Ask
Holds the feedback request until the balance clears, then sends it when goodwill is at its peak.
Auto-Archive
Files the project once it is paid. Your workspace stays tidy with no manual cleanup step.
Plant The Retainer
Slips a soft care-plan or retainer offer into the handoff, so a finished client can become recurring revenue.
Repeatable Closeout
Every project ends with the same polished sequence. No project quietly fades out without a proper wrap.
Runs the full closeout sequenceSo a finished project ends as a strong one.
Gathers the deliverables from where they live and sends the closeout from there.
Pulls together everything a clean handoff needs.
Sends the handoff, times the feedback ask, and archives once paid.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
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