CLIENT OFFBOARDING MANAGEMENT
Never forget to remove client access again.
OffboardPro helps freelancers, consultants, and agencies keep track of client tools, access, deadlines, and offboarding tasks — all in one place.
No passwords stored. No complicated setup.
BUILT FOR PEOPLE WHO MANAGE CLIENT PROJECTS
WHO IT'S FOR
Built for client-based businesses.
Freelancers
Manage every client handover without relying on memory.
Web Developers
Track hosting, repositories, CMS, analytics, and other access.
Designers
Keep design tools and project access organized until closure.
Marketers & SEO Specialists
Track advertising, analytics, SEO, and social tools.
Consultants
Keep client access and project closure organized.
Agencies
Give your team a repeatable offboarding process.
If you manage client access, OffboardPro keeps your offboarding organized.
THE PROBLEM
The project ends. The access doesn't always.
When client work is finished, there can still be accounts, permissions, shared tools, and logins that need to be removed.
Forgotten access
You finish the project and move on — but some client access is still active.
Scattered information
Tools, accounts, deadlines, and handover tasks can live across messages, notes, and memory.
Missed follow-ups
Without a clear process, important access-removal tasks can easily be forgotten.
OffboardPro turns the last step of a project into a process you can actually follow.
THE PROCESS
From project ending to access removed.
One clear workflow for managing the final access-removal steps of a client project.
Add the client & tools
Add the project, choose the tools, and set the important dates.
Start the offboarding
Start the workflow and generate the checklist for the selected tools.
Remove access
Work through the checklist, follow the instructions, and track each task.
Close the project
Review the completed work and close the offboarding when you're finished.
Workflow Sequence
One clear process. No scattered checklists.
PLATFORM FEATURES
Everything you need for a clean client offboarding.
From the first access record to the final project closure, OffboardPro keeps the process organized in one workspace.
Client & Project
Keep each client and project organized with the important dates and offboarding information in one place.
Tool Library
Select the tools used for the project from a structured library instead of building every checklist from scratch.
Offboarding Templates
Start with common workflows for web development, digital marketing, SEO, design, social media, or a general project.
Automated Checklist
Start an offboarding and OffboardPro creates the checklist based on the tools you've selected.
Instructions & Tasks
Work through each access-removal task with statuses, tool-specific instructions, assignments, and progress tracking.
Close & Review
When the work is finished, review the completion summary, record the closure, and keep the activity history.
THE OFFBOARDPRO WORKFLOW
Watch the offboarding happen.
From project ending to access removed, every step stays visible.
CLIENT WORKSPACE
Acme Digital
Website Redesign
GitHub
Repository access
Vercel
Deployment access
Figma
Design workspace
Google Analytics
Analytics access
Complete the checklist.
Every access point stays visible.
YOUR WORKSPACE
One workspace for the entire offboarding.
See the project status, deadlines, tools, checklist progress, assignments, activity, and next actions without jumping between different places.
Everything you need to see what is done, what remains, and what needs attention.
TOOL GUIDES
Know what needs to be removed.
Every selected tool can have its own access-removal instructions, so your checklist isn't just a list of names — it helps you understand what to do next.
Google Ads
Tool Guide- ✓ Remove user access
- ✓ Verify remaining users
- ✓ Confirm access removal
GitHub
Tool Guide- ✓ Remove collaborator access
- ✓ Review repository permissions
- ✓ Verify access is revoked
OffboardPro guides and tracks the process. It does not automatically revoke access from external services.
TEAM COLLABORATION
Offboarding doesn't have to be a one-person job.
Pro users can assign individual checklist tasks to team members and keep track of who is responsible for each task.
Remove GitHub access
Assigned to: Alex
Remove Google Ads access
Assigned to: Sarah
Review remaining access
Assigned to: You
STAY ON TRACK
Don't rely on memory.
Pro users can receive automated email reminders around access-removal deadlines so important offboarding dates stay visible.
Reminder Timeline
SECURITY & TRUST
Security that asks for less, not more.
No passwords stored
OffboardPro tracks what access needs attention. It doesn't require you to store your client's passwords.
Access stays with original service
You remove access directly from the platform where the account or permission exists.
Clear offboarding history
Keep a record of task changes, assignments, activity, and project closure.
Simple pricing. Built around your workflow.
Start with the core offboarding workflow for free. Upgrade when you need more clients, automation, and team coordination.
Free
Everything you need to start managing client offboarding.
Core workflow
- ✓Up to 3 active clients
- ✓Client & project management
- ✓Tool library & templates
- ✓Generated offboarding checklists
- ✓Task & progress tracking
- ✓Client workspace & activity timeline
Pro
For freelancers and agencies managing more clients and offboarding work.
Everything in Free, plus
- ✓Everything in Free
- ✓Unlimited clients
- ✓Automated email reminders
- ✓Automated reminder sequence
- ✓Task assignments
- ✓Team member responsibility
Upgrade when you need more clients, automation, and team coordination.
GETTING STARTED
What happens after you sign up?
Create your account.
Start with the free plan. No complicated setup.
Add your first client.
Add the project, tools, and important dates.
Start your first offboarding.
Generate your checklist and work through the access-removal tasks.
Close the project.
Review the completed work and keep the offboarding organized.
Your first offboarding can start from the dashboard.
GOT QUESTIONS?
Frequently Asked Questions
No. OffboardPro tracks access and offboarding tasks. It doesn't require you to store client passwords.
OffboardPro creates a checklist based on the tools selected for that client.
Yes. Pro users can assign individual checklist tasks to team members.
Pro users can receive automated email reminders around access-removal deadlines.
Yes. Manage your clients, projects, deadlines, checklists, and offboarding progress from one dashboard.
Yes. OffboardPro helps you organize and track the process. Access is removed directly through the service where the account or permission exists.
Close every client project properly.
Track the access. Complete the checklist. Remove what needs to go. Close the project.