Client Offboarding Guide Template for Designers (InDesign, Illustrator, Canva + Adobe Express)
End Every Project on a High Note with a Professional Offboarding Guide
Finish your design projects with polish, professionalism, and ease using the Client Offboarding Guide Template.
Designed for freelance designers and creative studios, this offboarding kit helps you deliver final files, gather client feedback, encourage referrals, and leave a lasting positive impression.
Fully editable in Adobe InDesign, Illustrator, Canva, and Adobe Express, it's packed with done-for-you layouts, email templates, feedback forms, and resource guides — everything you need to complete the client journey seamlessly.
What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ Fully customizable sections:
Accessing Your Files — Help clients understand and access their final brand assets
Tools & Resources — Share recommended platforms and guides for continued success
Design Terms & File Types — Educate clients on file formats and usage
Additional Services — Promote future opportunities for working together
Referral Program — Encourage clients to recommend you to others
✔ Bonus Templates:
3 Pre-written Client Offboarding Emails (for different client scenarios)
Feedback & Testimonial Questions PDF
Preview PDF for quick reference
✔ Links to access the Canva and Adobe Express versions
✔ Compatible with Adobe Illustrator and InDesign 2023 (Adobe Creative Cloud users, please ensure your app is updated)
Key Features:
Fully customizable across Adobe Illustrator, InDesign, Canva, and Adobe Express
Editable email templates and testimonial forms for easy communication
Client education sections to minimize future questions and support brand success
Additional services and referral prompts to drive repeat work and word-of-mouth marketing
Professionally structured layouts with alternate cover design options
Based on real-world design agency workflows
Perfect For:
Freelance brand designers and web designers
Creative studios offering design or brand services
Service providers who want to complete projects with a premium client experience
Designers looking to build client loyalty and future referrals
Why You’ll Love It:
The Project Offboarding Guide Template doesn’t just close out your projects — it opens the door to repeat clients, glowing testimonials, and lasting business relationships.
Delivering final files doesn’t have to feel rushed or awkward. Make it easy, clear, and memorable.
End Every Project on a High Note with a Professional Offboarding Guide
Finish your design projects with polish, professionalism, and ease using the Client Offboarding Guide Template.
Designed for freelance designers and creative studios, this offboarding kit helps you deliver final files, gather client feedback, encourage referrals, and leave a lasting positive impression.
Fully editable in Adobe InDesign, Illustrator, Canva, and Adobe Express, it's packed with done-for-you layouts, email templates, feedback forms, and resource guides — everything you need to complete the client journey seamlessly.
What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ Fully customizable sections:
Accessing Your Files — Help clients understand and access their final brand assets
Tools & Resources — Share recommended platforms and guides for continued success
Design Terms & File Types — Educate clients on file formats and usage
Additional Services — Promote future opportunities for working together
Referral Program — Encourage clients to recommend you to others
✔ Bonus Templates:
3 Pre-written Client Offboarding Emails (for different client scenarios)
Feedback & Testimonial Questions PDF
Preview PDF for quick reference
✔ Links to access the Canva and Adobe Express versions
✔ Compatible with Adobe Illustrator and InDesign 2023 (Adobe Creative Cloud users, please ensure your app is updated)
Key Features:
Fully customizable across Adobe Illustrator, InDesign, Canva, and Adobe Express
Editable email templates and testimonial forms for easy communication
Client education sections to minimize future questions and support brand success
Additional services and referral prompts to drive repeat work and word-of-mouth marketing
Professionally structured layouts with alternate cover design options
Based on real-world design agency workflows
Perfect For:
Freelance brand designers and web designers
Creative studios offering design or brand services
Service providers who want to complete projects with a premium client experience
Designers looking to build client loyalty and future referrals
Why You’ll Love It:
The Project Offboarding Guide Template doesn’t just close out your projects — it opens the door to repeat clients, glowing testimonials, and lasting business relationships.
Delivering final files doesn’t have to feel rushed or awkward. Make it easy, clear, and memorable.
End Every Project on a High Note with a Professional Offboarding Guide
Finish your design projects with polish, professionalism, and ease using the Client Offboarding Guide Template.
Designed for freelance designers and creative studios, this offboarding kit helps you deliver final files, gather client feedback, encourage referrals, and leave a lasting positive impression.
Fully editable in Adobe InDesign, Illustrator, Canva, and Adobe Express, it's packed with done-for-you layouts, email templates, feedback forms, and resource guides — everything you need to complete the client journey seamlessly.
What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ Fully customizable sections:
Accessing Your Files — Help clients understand and access their final brand assets
Tools & Resources — Share recommended platforms and guides for continued success
Design Terms & File Types — Educate clients on file formats and usage
Additional Services — Promote future opportunities for working together
Referral Program — Encourage clients to recommend you to others
✔ Bonus Templates:
3 Pre-written Client Offboarding Emails (for different client scenarios)
Feedback & Testimonial Questions PDF
Preview PDF for quick reference
✔ Links to access the Canva and Adobe Express versions
✔ Compatible with Adobe Illustrator and InDesign 2023 (Adobe Creative Cloud users, please ensure your app is updated)
Key Features:
Fully customizable across Adobe Illustrator, InDesign, Canva, and Adobe Express
Editable email templates and testimonial forms for easy communication
Client education sections to minimize future questions and support brand success
Additional services and referral prompts to drive repeat work and word-of-mouth marketing
Professionally structured layouts with alternate cover design options
Based on real-world design agency workflows
Perfect For:
Freelance brand designers and web designers
Creative studios offering design or brand services
Service providers who want to complete projects with a premium client experience
Designers looking to build client loyalty and future referrals
Why You’ll Love It:
The Project Offboarding Guide Template doesn’t just close out your projects — it opens the door to repeat clients, glowing testimonials, and lasting business relationships.
Delivering final files doesn’t have to feel rushed or awkward. Make it easy, clear, and memorable.
For use with
Adobe Illustrator or InDesign
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16 professionally designed pages (plus extra layout options) in RGB sized 297mm x 210mm (A4), with alternate layouts for the cover
Fully customisable sections including:
Accessing Your Files
Tools & Resources
Design Terms & File Types
Additional Services
Referral Program
3 Email Templates PDF (for a range of client types)
Feedback Questions PDF
Preview PDF
The Adobe Illustrator and InDesign files are compatible with Adobe Illustrator and InDesign 2023, if you’re using Adobe Creative Cloud please check for available updates. Images not included but can be sourced from pexels.com
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Simply drop in and mask your images in Adobe Illustrator, and insert images into image frames in Adobe InDesign. Please note there are some very minor stylistic differences between each file type due to the nature of each application. Images are not included but can be sourced from unsplash.com and pexels.com under the creative commons licensing.
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This document uses Google Font DM Sans which is provided in the download files. Please install the fonts before opening using the provided files or through the Google Fonts online Library.
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You’ll receive a link to download the item upon purchase.
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For commercial use (please see the terms and conditions for more information). No returns, refunds or exchanges accepted, but please contact me if you have any issues with the digital product at hannah@hannahbacondesign.com
© Hannah Bacon 2023
