Key takeaways
Transfer or document domain ownership.
Confirm who owns every paid license.
Remove agency payment methods when no longer responsible.
Give the client renewal dates and provider contacts.
Definition
Client offboarding is the controlled process of transferring operational responsibility, access, and renewal context when an agency relationship ends.
Renewal handoff items
Export a list of domains, SSL certificates, hosting accounts, premium plugins, software licenses, provider accounts, expiry dates, owners, and access responsibilities.
Payment cleanup
Confirm whether the agency card, client card, or provider invoice is attached to each renewal. Update responsibility before the final billing cycle.
FAQ
Provide renewal dates, providers, ownership status, account access notes, and any paid services that need client payment after offboarding.
Only when there is an explicit support agreement. Otherwise access should be removed or narrowed after handoff.