Client Offboarding Desk / Notion import + kit
Close an engagement with a verified file inventory, access handover, and support boundary.
Made for studios completing service engagements.
Price and availability
Catalog price: $19 USD
One-time purchase · No subscription
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The task
A documented closeout the client can use independently.
Mark missing information so you can check it before using your work.
Read the first worksheet below to see whether its questions help with your task.
Included files
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
The client can open the deliverables and identify ownership, outstanding items, and the support end date.
Before you finish
Delivery is declared complete before the client can access the files.
Rehearse access and record remaining responsibilities before closure.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Worksheet 1 of 5. Deliverable index Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
List final files, source files, versions, and the purpose of each location.
Context: A studio finishes a brochure project and wants the client to locate editable files without repeated requests. Completed response: Print PDF and editable source are separated and labeled as approved version three.
Is each final item clearly named and located? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Access rehearsal.
A documented closeout the client can use independently.
Worksheet 1 of 5. Deliverable index
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
List final files, source files, versions, and the purpose of each location.
Worked example, fictional
Context: A studio finishes a brochure project and wants the client to locate editable files without repeated requests.
Completed response: Print PDF and editable source are separated and labeled as approved version three.
Your decision
Is each final item clearly named and located?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Access rehearsal.
Before you start
- Final deliverables: [Source or notes]
- Access ownership: [Source or notes]
- Open obligations: [Source or notes]
What you will make
A documented closeout the client can use independently.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook, plus an optional Notion import ZIP with Markdown pages and CSV databases.
Bring final deliverables, access ownership, open obligations. Mark anything you still need to check.
A documented closeout the client can use independently. Check your answers against the original records and note anything unresolved before sharing your work.
The download includes an optional NOTION-IMPORT.zip with authored Markdown page templates and sample-filled CSV databases. Import the files in Notion, then set field types and any database relations yourself. Alongside those files, you receive editable Markdown documents and an offline HTML workbook. Set up the imported pages and tables yourself. These are not native Excel, Canva, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Included Notion import files · fictional preview data
3 Notion page templates and 3 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.
# Deliverable index · [project alias] - Purpose and intended audience for the handover: [ ] - Final file, version, format, and verified location: [ ] - Editable source included or explicitly excluded: [ ] - Owner and license reference: [ ] - File opens and common client task tested: [ ] - Required software or dependency: [ ] - Remaining correction or blocked item: [ ] - Client confirms access using their own account: [ ] - Index version, owner, and handover date: [ ]
| Project alias | Deliverable | Purpose | Approved version | File location reference | Editable source included? | Rights or license reference | Client access tested? | Owner | Status |
|---|---|---|---|---|---|---|---|---|---|
| Sample: C-032 | Brand asset folder | Use approved logo files in print and web | v3 / approved 10/22 | Client-owned drive / index 7 | Yes / SVG and source file | License note in signed agreement | Client opened SVG and PDF | Designer A | Verified |
Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.
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