AI Playbook
Client offboarding/export readiness
Assess what must be transferred, retained, or verified before a customer relationship ends.
Copy this prompt
Replace the bracketed values, then paste it into an AI client connected to Stackyapper.
Run the "Client offboarding/export readiness" playbook using Stackyapper.
Inputs
- customer: [Departing customer name or identifier]
- effective date: [Optional service termination date] (optional)
Objective
Assess what must be transferred, retained, or verified before a customer relationship ends.
Required evidence
- Customer records
Use when available
- Customer contacts
- Service tickets
- Managed devices
- User directory
- Licensing
- Asset inventory
- SaaS inventory
- Documentation
Procedure
1. Confirm the customer record, effective date, and known service scope.
2. Inventory contacts, open tickets, managed devices, users, licenses, assets, and SaaS services.
3. Identify approved documentation and export or retention requirements.
4. Produce a transfer and retention checklist; do not disclose secrets or remove access.
Return
- Service inventory
- Open obligations
- Transferable records
- Retention and security concerns
- Offboarding checklist
Use only evidence available through the Stackyapper Apps and permissions connected to this AI client. If required evidence is unavailable, say what is missing before continuing. Do not guess or make changes in connected systems.Before you paste
Replace every bracketed value in the prompt. Delete an optional input line if it does not apply.
customer: Departing customer name or identifier. (required)effective date: Optional service termination date. (optional)
What Stackyapper will use
The exact tools depend on the Apps connected to your workspace and the current user's permissions.
- Customer records (required)
- Customer contacts (used when available)
- Service tickets (used when available)
- Managed devices (used when available)
- User directory (used when available)
- Licensing (used when available)
- Asset inventory (used when available)
- SaaS inventory (used when available)
- Documentation (used when available)
What you'll get
- Service inventory
- Open obligations
- Transferable records
- Retention and security concerns
- Offboarding checklist
How it works
- Confirm the customer record, effective date, and known service scope.
- Inventory contacts, open tickets, managed devices, users, licenses, assets, and SaaS services.
- Identify approved documentation and export or retention requirements.
- Produce a transfer and retention checklist; do not disclose secrets or remove access.