When the relationship ends.
WHY IT MATTERS
How a relationship ends determines what the client says about you.
WHAT TO DO
Complete outstanding work, or agree what is not completed Hand over everything Remove your access Settle the account Confirm in writing
WHAT TO HAND OVER
Files Access and credentials Documentation Anything only you hold
WHAT NOT TO DO
Obstruct Withhold access as leverage Delay handover
THAT LAST POINT
Obstruction damages your reputation permanently, and travels.
WHAT TO REMOVE
Your access to their systems Their access to yours, if relevant
WHAT TO KEEP
Records of the work, for your own purposes.
Subject to any confidentiality obligation.
WHAT TO SAY
Thank them, briefly and genuinely.
WHAT TO ASK
Whether there is anything they need before you close the file.
WHAT TO LEAVE OPEN
The possibility of returning.
