NexoPad

Client offboarding and handover email template

To wrap up a client relationship in an orderly way: files, access and next steps.

AgenciesTone: Professional74 words
Hi customer name, As we discussed, our work together on Service ends on End date. To make the transition easy, here's the handover plan: 1. All source files are available here: Final folder link 2. We'll send you documentation for everything we managed. 3. Once you have everything, remove our access to your tools. If your new team needs it, we can Extra help. Thank you for these months of working together. Best regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /offboarding.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /offboarding and fill in the blanks.