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5 Great Client Offboarding Email Templates To Copy & Paste

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Saying goodbye to a client doesn’t have to be awkward. A well-crafted offboarding email can end the relationship on a high note, leaving a lasting positive impression.

We've put together five different email templates to help you navigate this final step. Using a template takes the guesswork out of what to say, so you can close out projects with confidence and grace.

Tips for Writing Client Offboarding Emails

  • Be direct and clear. Start your email by stating its purpose: to wrap up the project. No need for vague language. A clear subject line and opening sentence set the right tone and manage expectations from the get-go.
  • Summarize the wins. Briefly recap the project's key successes or positive outcomes. This reinforces the value you provided and reminds the client of your great work together, ending the partnership on a positive note.
  • Outline the logistics. Don't leave any loose ends. Clearly explain the final steps, such as asset handoffs, final invoice details, and who they can contact in the future. This provides closure and prevents follow-up questions down the line.
  • Ask for feedback and leave the door open. Invite them to share their thoughts on the collaboration. It shows you value their input and can provide useful insights. Finish by expressing your interest in future projects, which can turn a simple offboarding into a long-term connection.

Types of Client Offboarding Email Templates We Will Cover

  1. Farewell and Feedback Email Template
  2. Service Termination Confirmation Email Template
  3. Account Closure Notification Email Template
  4. Transition Assistance Offer Email Template
  5. Final Invoice and Payment Email Template

5 Client Offboarding Email Templates

1) Farewell and Feedback Email Template

<template>

Subject: It's a wrap on [Project Name]! Your feedback is valuable

Hi [Client Name],

It was a pleasure working with you on [Project Name]. As we bring our collaboration to a close, I wanted to personally thank you for the opportunity.

We're really happy with how [mention a specific positive outcome or deliverable] turned out. Your perspective is important to us as we continue to refine our process. If you have a moment, we'd appreciate it if you could share your thoughts on working with us by [replying to this email or filling out our short feedback form].

We enjoyed bringing your vision to life and would be happy to collaborate again in the future. Please don't hesitate to reach out.

All the best,

[Your Name]

[Your Position]

[Your Company]

[Your Website]

</template>

2) Service Termination Confirmation Email Template

<template>

Subject: Confirmation: Your [Service Name] service will end on [Date]

Hi [Client Name],

This email confirms your request to terminate your [Service Name] subscription, effective [Termination Date]. Your access to the service will continue until this date.

Your account and all associated data will be permanently deleted on [Data Deletion Date]. If you need to export your data, please do so before then by following these instructions: [Link to instructions or brief explanation].

No further charges will be applied to your account. A final invoice, if applicable, will be sent to you separately.

Thank you for being a customer. We wish you the best and hope our paths cross again.

Sincerely,

[Your Name]

[Your Position]

[Your Company]

[Your Website]

</template>

3) Account Closure Notification Email Template

<template>

Subject: Your [Company Name] account closure confirmation

Hi [Client Name],

This email confirms your request to close your [Company Name] account. The closure is scheduled for [Date of Closure], at which point you will no longer be able to access your account.

Please note that all associated data, including [mention specific data, e.g., projects, contacts, files], will be permanently deleted on [Date of Data Deletion]. If you need to export any information, please do so before this date.

We were sorry to see you go. If this was a mistake or you've had a change of heart, you can reactivate your account by logging in before the closure date. We value your feedback and would appreciate hearing about your experience if you're open to sharing.

Thank you for being a part of the [Company Name] community.

Best,

[Your Name]

[Your Position]

[Your Company]

[Your Website]

</template>

4) Transition Assistance Offer Email Template

<template>

Subject: Assisting with your transition from [Project/Service Name]

Hi [Client Name],

As we wrap up our work on [Project Name], we want to ensure your transition is as smooth as possible.

To help your team take things from here, we're offering transition support. We can help with [e.g., documenting our processes, training your team, or assisting with the handover to a new provider].

We have set aside [Number of hours/days] for this. If you're interested, please let us know by [Date] so we can schedule the next steps. We can discuss the specifics and create a plan that fits your needs.

We've enjoyed our collaboration and are here to help make this final step a success. Let us know how you'd like to proceed.

All the best,

[Your Name]

[Your Position]

[Your Company]

[Your Website]

</template>

5) Final Invoice and Payment Email Template

<template>

Subject: Final Invoice [Invoice Number] for [Project Name]

Hi [Client Name],

Attached is the final invoice for our work together on [Project Name]. This invoice covers [briefly describe final deliverables or work period].

The total amount of [Amount Due] is due by [Due Date]. You can view the full invoice and submit payment here: [Link to Invoice].

We've enjoyed bringing this project to life with you. Thank you for your business, and we hope to collaborate again soon.

Best,

[Your Name]

[Your Position]

[Your Company]

[Your Website]

</template>

What About Using Flodesk?

Flodesk

Sending a polished offboarding email is a key part of maintaining a professional client relationship. Flodesk helps you manage these important communications with an intuitive email builder designed for simplicity.

You can use our platform to send and automate your client emails, ensuring a consistent experience from start to finish. See how Flodesk can support your business and help you grow your email list.

Wrapping Up

Ending a client relationship on the right note is a sign of a well-run business. These templates provide a clear path to a professional and positive conclusion for every project.

Now, put these templates into action with an email platform that makes sending them simple. Get started with Flodesk to manage your client communications with confidence.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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