Client offboarding/export readiness

When to use

Use this guide when you need to assess what must be transferred, retained, or verified before a customer relationship ends.

What you need

Replace these bracketed values before you copy the prompt.

• customerRequired

  Departing customer name or identifier.

• effective dateOptional

  Optional service termination date.

Information used

Stackyapper uses only the Apps and permissions available to the current user.

• Customer recordsRequired
• Customer contactsIf available
• Service ticketsIf available
• Managed devicesIf available
• User directoryIf available
• LicensingIf available
• Asset inventoryIf available
• SaaS inventoryIf available
• DocumentationIf available

Expected output

• Service inventory
• Open obligations
• Transferable records
• Retention and security concerns
• Offboarding checklist

Steps

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.