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About
Wrap up your project with this offboarding guide, designed to enhance the client experience and pave the way for future collaborations. This guide summarizes project details, gathers final feedback, and outlines next steps, ensuring a smooth transition and leaving a lasting positive impression.
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Use this template to:
Gather feedback
Offboard clients
From the creator
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HoneyBook
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Make it your own
Fully customize the template to fit your needs. Quickly apply your company branding with just a few clicks.
Share with clients
Create exceptional client experiences through HoneyBook’s dedicated client portal, allowing them to read, review, and take action from any device.
Reuse and scale
Use your customized files with different clients again and again to save time and make managing client interactions that much easier.
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