Description
Close projects cleanly, transfer assets and access, secure approvals, finish billing and present the next logical engagement.
Built for freelancers, agencies and consultants completing client work. A finished project is not a closed client. Deliverables wait for written approval, accounts and files change hands, the final invoice sits open and the relationship goes quiet. Track every closing step per client in one fixed order and let the workbook show the earliest step still open.
This is a complete system to offboard a client and keep the work under control: a
31-page guide that walks through the method, and a
13-sheet tracker that does the counting for you.
Who this is for
Freelancers, agencies and consultants completing client work.
The guide
A guide to the method: who it is for and who it is not, setup, every sheet and column defined, a complete worked example built on the demo data that ships in the file, the weekly routine, decision rules, common mistakes and troubleshooting.
The tracker
Sheets for Client Register, Completion Checklist, Deliverables, Credential & Access Transfer, Final Invoice, Archive, Access Removal, Feedback, Testimonial & Referral, Renewal Offer and Email Scripts, with a Start Here page and a Dashboard that blocks invalid inputs, counts deliverables awaiting approval, pending transfers, removals and archive items, outstanding and overdue balances, feedback, referral asks and renewal offers, then names one portfolio decision and the sheet to filter. 3989 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.
What you get
- 31-page PDF guide (8,569 words)
- 13-sheet Excel tracker with 3989 formulas,
Excel-format .xlsx, recalculated and mutation-tested in LibreOffice Calc. Microsoft Excel desktop and Google Sheets import were not verified; all formulas are visible and unlocked, with no macros or external connections - Read-me-first guide so you know where to start
- Instant download, 192 KB, yours to keep
What this is not
Internal operations planning only, not legal, tax, accounting, security, data-protection or contract advice. Consult qualified professionals for specialist questions. Never store passwords, keys or tokens in the workbook; it records that a handover happened, not the secret. One currency, no tax, interest, late fees or currency conversion. Retain-until dates, access removal and testimonial consent are your decisions. No email sending, CRM, invoicing or automatic reminders; fixed ranges do not auto-expand.
