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The Client Offboarding Intensive
End client projects with clarity, confidence, and care.
Client offboarding is one of the most overlooked parts of running a business — and one of the most important.
This practical, step-by-step workbook helps you build a thoughtful offboarding system that works across all client scenarios — whether the project wrapped up perfectly, ended early, or got a little messy along the way.
With clear prompts, customizable checklists, and real-world examples, you'll walk away with a process that protects your time, strengthens your reputation, and leaves clients feeling seen and supported.
Why It Matters:
Even though onboarding is the process business owners think the least about, it’s one of the most important. A thoughtful offboarding experience doesn’t just help your clients — it helps you.
It’s how you:
Collect testimonials without the awkward ask. Baking this into your process ensures you have social proof whenever you promote your offer.
Leave no one wondering, “Wait, are we done?” Clear communication to avoid any scope creep or where to find the deliverables.
Protect your energy and boundaries. No more clients asking for just one more revision.
Set yourself up for referrals and return clients and so you can market your business sustainably
Avoid unfinished business that drains your brain
Whether you're wrapping up a simple project or navigating a hard goodbye, this intensive helps you end well — every time.
What’s Inside:
A guided audit to map your current offboarding process
Questions to help you design your ideal client exit experience
A flexible checklist you can reuse with every client
A 45-minute call with me to review and refine your system
Perfect For:
✨ Founders, consultants, ops managers, and service providers
✨ Anyone who has forgot to send that final client invoice
✨ Business owners ready to stop ghosting clients (even by accident!)
✨ Teams who want a consistent, repeatable offboarding experience
It’s time to bring that same clarity and care to the way you say goodbye.
FAQ -
How long does it take to complete?
Plan on spending 60-90 minutes on this audit, it takes time to thoughtfully answer the audit and planning questions. Additionally, it comes with a 45 minute phone call with me to help tweak, answer questions, and finalize your process.
What if my onboarding is a hot mess?
We’ve got something for that too! Check out The Onboarding Intensive
to get your client projects started with trust and confidence.
What happens when I purchase?
You’ll get an email with a link to download the workbook as a PDF. If you prefer to write in the document, there is a link at the bottom of the first page that will send you straight to google docs where you can create your own copy and start filing in the workbook from there (honestly, I HIGHLY recommend this method, it’s so easy!). The link is only good for 24 hours. If you have any issues, contact us.
Can I get a refund?
While Azora Ops Consulting does not offer refunds, your satisfaction matters to us. If there’s an issue with your order, please reach out—we’re here to help.
Can I use this with my team or VA?
Absolutely! We recommend including them by asking them some of the audit questions, especially about what is working and what the pain points are. This is also a good tool to gather feedback on what they want to see.
What if I have multiple services?
Tackle them one at a time to avoid confusion, overwhelm, and burnout. Implement and test one new process then use the same workbook for another service. There is likely a lot of overlap, you may find that you can create one process to cover all or most of your services. Whatever your specific case may be, your clients will end up feeling supported and confident in their work with you.
What’s included?
This Intensive follows my Audit —> Imagine —> Create process. It includes:
A guided audit to map your current offboarding process
Questions to help you design your ideal client exit experience
A flexible checklist you can reuse with every client
A 45-minute call with me to review and refine your system
End client projects with clarity, confidence, and care.
Client offboarding is one of the most overlooked parts of running a business — and one of the most important.
This practical, step-by-step workbook helps you build a thoughtful offboarding system that works across all client scenarios — whether the project wrapped up perfectly, ended early, or got a little messy along the way.
With clear prompts, customizable checklists, and real-world examples, you'll walk away with a process that protects your time, strengthens your reputation, and leaves clients feeling seen and supported.
Why It Matters:
Even though onboarding is the process business owners think the least about, it’s one of the most important. A thoughtful offboarding experience doesn’t just help your clients — it helps you.
It’s how you:
Collect testimonials without the awkward ask. Baking this into your process ensures you have social proof whenever you promote your offer.
Leave no one wondering, “Wait, are we done?” Clear communication to avoid any scope creep or where to find the deliverables.
Protect your energy and boundaries. No more clients asking for just one more revision.
Set yourself up for referrals and return clients and so you can market your business sustainably
Avoid unfinished business that drains your brain
Whether you're wrapping up a simple project or navigating a hard goodbye, this intensive helps you end well — every time.
What’s Inside:
A guided audit to map your current offboarding process
Questions to help you design your ideal client exit experience
A flexible checklist you can reuse with every client
A 45-minute call with me to review and refine your system
Perfect For:
✨ Founders, consultants, ops managers, and service providers
✨ Anyone who has forgot to send that final client invoice
✨ Business owners ready to stop ghosting clients (even by accident!)
✨ Teams who want a consistent, repeatable offboarding experience
It’s time to bring that same clarity and care to the way you say goodbye.
FAQ -
How long does it take to complete?
Plan on spending 60-90 minutes on this audit, it takes time to thoughtfully answer the audit and planning questions. Additionally, it comes with a 45 minute phone call with me to help tweak, answer questions, and finalize your process.
What if my onboarding is a hot mess?
We’ve got something for that too! Check out The Onboarding Intensive
to get your client projects started with trust and confidence.
What happens when I purchase?
You’ll get an email with a link to download the workbook as a PDF. If you prefer to write in the document, there is a link at the bottom of the first page that will send you straight to google docs where you can create your own copy and start filing in the workbook from there (honestly, I HIGHLY recommend this method, it’s so easy!). The link is only good for 24 hours. If you have any issues, contact us.
Can I get a refund?
While Azora Ops Consulting does not offer refunds, your satisfaction matters to us. If there’s an issue with your order, please reach out—we’re here to help.
Can I use this with my team or VA?
Absolutely! We recommend including them by asking them some of the audit questions, especially about what is working and what the pain points are. This is also a good tool to gather feedback on what they want to see.
What if I have multiple services?
Tackle them one at a time to avoid confusion, overwhelm, and burnout. Implement and test one new process then use the same workbook for another service. There is likely a lot of overlap, you may find that you can create one process to cover all or most of your services. Whatever your specific case may be, your clients will end up feeling supported and confident in their work with you.
What’s included?
This Intensive follows my Audit —> Imagine —> Create process. It includes:
A guided audit to map your current offboarding process
Questions to help you design your ideal client exit experience
A flexible checklist you can reuse with every client
A 45-minute call with me to review and refine your system