Client Offboarding Template 2026

This seven-question client offboarding form opens by asking clients to rate their overall satisfaction, then checks whether deliverables were fully met before inviting open-ended comments on what went well and where things could improve. Two required rating and single-choice questions — on likelihood to recommend and interest in future work — sit toward the end to capture relationship potential before the client moves on. A final optional question gives clients space to raise anything not covered elsewhere. After submitting, clients see a brief thank-you screen that acknowledges both their feedback and the care they took completing the process.