Agent skill

Client Offboarding

by mohitagw15856 in mohitagw15856/pm-claude-skills

Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work.

MITAuto-check passedDocuments & Office

Install Client Offboarding

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill client-offboarding -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills client-offboarding --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/client-offboarding .claude/skills/client-offboarding && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
client-offboarding
GitHub stars
1.4k
Token cost
~1.2k tokens
SKILL.md length
571 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work.

  • Works in 6 steps: Close it out cleanly. Deliver… → End on a strong note. A warm wrap-up… → Ask at peak goodwill. The end of a… → …
  • Asked to wrap up a client project
  • SKILL.md covers What This Skill Produces, Required Inputs, Framework: Close Clean, Ask At… and Output Format, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Client Offboarding is an agent skill from mohitagw15856/pm-claude-skills. Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work. Use when asked to wrap up a client project, offboard a client, end a client relationship well, or project handoff. Produces a closeout checklist (deliverables, access, final invoice, documentation), a handoff/wrap-up message, the referral/testimonial/repeat-work asks to make at the peak moment, a graceful process for ending an ongoing relationship, and how…

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Documents & Office, covering Forms and invoices. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to wrap up a client project
  • Offboard a client
  • End a client relationship well
  • Project handoff

Example prompts

  • “/client-offboarding”

Workflow steps

6 steps, taken from the first numbered list in SKILL.md.

  1. Close it out cleanly. Deliver everything, transfer access and files, send the final invoice, and provide any documentation so the client…
  2. End on a strong note. A warm wrap-up that recaps what was achieved (and the results) reinforces the value and the good feeling.
  3. Ask at peak goodwill. The end of a successful project is the best moment to request a testimonial, ask for referrals, and propose repeat…
  4. Offboard ongoing work gracefully. For a retainer/long engagement, give proper notice, plan the transition/handover, and part on good terms…
  5. Leave the door open. A light stay-in-touch plan (a check-in, occasional value) keeps you top-of-mind for future needs and referrals.
  6. Prevent unpaid drag. Set expectations on post-project support so "one more quick thing" doesn't become unpaid ongoing work.

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Client Offboarding loads about 1.2k tokens when it runs. Until then it costs about 156 tokens; SKILL.md has 571 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~156
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 571 words, ~1,206 tokens.

Download SKILL.mdSave it as .claude/skills/client-offboarding/SKILL.md (or your agent's skills folder).
name
client-offboarding
description
Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work. Use when asked to wrap up a client project, offboard a client, end a client relationship well, or project handoff. Produces a closeout checklist (deliverables, access, final invoice, documentation), a handoff/wrap-up message, the referral/testimonial/repeat-work asks to make at the peak moment, a graceful process for ending an ongoing relationship, and how to leave the door open — so the ending builds your business instead of just stopping.

Client Offboarding

How a project ends is what the client remembers — and most freelancers just... stop, leaving referrals, testimonials, and repeat work on the table. A deliberate offboarding delivers a clean handoff, a strong final impression, and asks (at the moment of peak goodwill) that turn one finished project into the next three. This builds that closeout, whether it's a one-off wrap or ending an ongoing relationship.

What This Skill Produces

  • A closeout checklist — final deliverables, transferring access/files, the final invoice, and any documentation the client needs to run without you
  • A wrap-up/handoff message — a warm, professional close that summarizes what was delivered and the results
  • The peak-moment asks — the testimonial, referral, and repeat-work/retainer asks, made when goodwill is highest
  • Ongoing-relationship offboarding — how to end a retainer or long engagement gracefully (notice, transition, no burned bridge)
  • Keep-the-door-open — how to stay in light contact so future work flows back to you
  • Loose-end prevention — the handoff details that stop post-project "quick questions" dragging on unpaid

Required Inputs

Ask for these if not provided:

  • The engagement — what you delivered, one-off or ongoing, and how it's ending
  • The relationship — how it went, and how warm the client is
  • What's outstanding — final deliverables, payment, access to transfer
  • Your goals — referrals, a testimonial, repeat work, or a clean exit
  • Any tension — if it's ending on a sour note (changes the approach)

Framework: Close Clean, Ask At The Peak, Leave The Door Open

  1. Close it out cleanly. Deliver everything, transfer access and files, send the final invoice, and provide any documentation so the client isn't stranded — professionalism they'll remember.
  2. End on a strong note. A warm wrap-up that recaps what was achieved (and the results) reinforces the value and the good feeling.
  3. Ask at peak goodwill. The end of a successful project is the best moment to request a testimonial, ask for referrals, and propose repeat work or a retainer — make these while enthusiasm is high.
  4. Offboard ongoing work gracefully. For a retainer/long engagement, give proper notice, plan the transition/handover, and part on good terms even if you're the one ending it.
  5. Leave the door open. A light stay-in-touch plan (a check-in, occasional value) keeps you top-of-mind for future needs and referrals.
  6. Prevent unpaid drag. Set expectations on post-project support so "one more quick thing" doesn't become unpaid ongoing work.
Show full SKILL.md (182 more words)Show less

Output Format

Offboarding: [engagement] · [one-off/ongoing] · goals [x]

Closeout checklist: [final deliverables · transfer access/files · final invoice · documentation/handoff]. Wrap-up message

[Warm close · recap of what was delivered + results · next steps]. Ask now (peak goodwill): [testimonial · referral · repeat work/retainer proposal]. If ongoing: [notice · transition/handover · part on good terms]. Keep the door open: [light stay-in-touch plan]. Prevent drag: [post-project support expectations].

Quality Checks

  • Includes a clean closeout (deliverables, access, invoice, documentation)
  • Provides a warm wrap-up recapping value/results
  • Makes the testimonial/referral/repeat-work asks at peak goodwill
  • Handles ongoing-relationship offboarding gracefully
  • Includes a keep-in-touch plan
  • Sets post-project support boundaries to avoid unpaid drag

Anti-Patterns

  • Just stopping with no closeout or final impression.
  • Leaving the client stranded without access/docs.
  • Missing the peak moment to ask for testimonial/referral/repeat.
  • Burning a bridge when ending an ongoing engagement.
  • No boundaries on post-project "quick questions."

Example Trigger Phrases

  • "Help me wrap up a client project the right way."
  • "How do I offboard a client and ask for referrals?"
  • "I'm ending a retainer — how do I do it gracefully?"
  • "Give me a project closeout checklist."
  • "How do I turn a finished project into more work?"

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/client-offboarding of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Client Offboarding next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Client Offboarding compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Client Offboarding this skillmohitagw15856/pm-claude-skills1.4k—~1.2kAutomated safety check: PassMIT
Form Fillingplatonai/Browser41.2k—~1.1kAutomated safety check: PassApache-2.0
Code2mediatsingliuwin/autoclaw283—~956Automated safety check: PassMIT
Token ReceiptHchen1218/token-receipt126—~2.1kAutomated safety check: PassNone
Invoice Makertsingliuwin/autoclaw283—~612Automated safety check: PassMIT
Invoice Generatorluzhenqian/ai-coding-lab152—~955Automated safety check: PassNone

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Questions about Client Offboarding

What does Client Offboarding do?

Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work. Client Offboarding is an agent skill from mohitagw15856/pm-claude-skills. Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work.

When should I use Client Offboarding?

Client Offboarding fits situations like: asked to wrap up a client project; offboard a client; end a client relationship well; project handoff.

How do I install Client Offboarding in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill client-offboarding -a claude-code`. Or copy the skill folder (skills/client-offboarding in mohitagw15856/pm-claude-skills) into .claude/skills/client-offboarding in your project. Claude Code loads it when a task matches its description.

How do I install Client Offboarding in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill client-offboarding -a codex`. Or copy the skill folder (skills/client-offboarding in mohitagw15856/pm-claude-skills) into .agents/skills/client-offboarding in your project. Codex loads it when a task matches its description.

Can I use Client Offboarding in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill client-offboarding -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/client-offboarding, .gemini/skills/client-offboarding, .github/skills/client-offboarding and .opencode/skills/client-offboarding in your project.

What does Client Offboarding need to run?

SKILL.md names no scripts, command-line tools or credentials: Client Offboarding is instructions for the agent only.

Does Client Offboarding access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Client Offboarding safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Client Offboarding use?

Client Offboarding is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Client Offboarding use?

About 1.2k tokens (SKILL.md is roughly 4.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Client Offboarding?

Skills that share tags, products or a category with Client Offboarding: Form Filling (platonai/Browser4, 1.2k stars), Code2media (tsingliuwin/autoclaw, 283 stars), Token Receipt (Hchen1218/token-receipt, 126 stars) and Invoice Maker (tsingliuwin/autoclaw, 283 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Client Offboarding?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,433 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 8, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.