Knowledgebase

Offboarding a Client Properly Print

  • resellerbusinessbuilding, reseller, backup, email, dns, domain, domaintransfer, database, billing
  • 0

The process at the end.

WHAT TO DO

Confirm the leaving date in writing

Provide a full backup: files, database, email

Provide DNS records Transfer the domain, if you hold it Remove your access once they have moved Terminate the account after a stated grace period Settle any outstanding invoice

THE GRACE PERIOD

Keep the account for a period after they leave, in case something was missed.

A week or two costs you almost nothing and prevents an awkward conversation.

WHAT TO KEEP

A record of the client, what they had, and when it ended.

Not their data, beyond the grace period.

THE FINAL BACKUP

Provide it, and tell them you will delete your copy after a stated date.

Holding a former client's data indefinitely is a liability rather than a service.

WHAT TO SAY

Something gracious. They may return, and they will certainly be asked about you.

WHAT NOT TO DO

Terminate immediately on the leaving date, with no grace period Delete data without warning Leave outstanding work unfinished

THE DOCUMENTATION

Update your records. A terminated client still in your monitoring generates alerts for a site you no longer host.


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