offboarding card / client 6 · free workflow
Check a Client Exit for What You Have to Hand Back — Free
Paste your offboarding notes and the card checks the five things an exit needs, so the ownership question is settled in the exit email rather than six weeks later.
What this replaces
Client exits are handled in a hurry and the ownership question is settled later, by email, badly. This checks the five fields while you still have access and goodwill, so the handover is complete the first time.
Tool note. This runs entirely in your browser — no account, no upload, no paid API key. Google NotebookLM is named as the free source-grounded reading path for the material you paste; its published free-tier terms were checked on 2026-09-13 and can change.
The four passes
Collect the smallest useful input
One field per line: what they own, access revoked, the date, the invoice, the contact.
Let the card check all five
Missing fields go to the top of the urgency lane.
Settle ownership before access is revoked
Afterwards you have no leverage and no files.
Confirm the invoice position in writing
Handover and payment should be settled together.
Try it on the offboarding card / client 6
The board below runs in your browser. It opens with a worked sample so the result is visible before you paste anything; switch scenarios, edit the text, or reset to the sample.
running the sample…
first-load · sample values are illustrative, not verified facts
Everything you paste stays in this browser tab. Nothing is uploaded, there is no account, and no request leaves the page to generate the result; clearing site data removes anything saved locally.
What breaks, and what to do
Notes written as one paragraph
Split them onto lines; the check is line by line.
Shared logins with other clients
Revoke carefully; nothing here knows your account structure.
Contract terms about retention
Check the contract; this page only checks your notes.
Go deeper — Offboarding Card
The free board above is the whole loop. The paid tier keeps the arranged output so you do not rebuild it.
- Printable card to send to the client as the exit record — estimate: 21 minutes saved per exit, basis: 5 fields re-drafted at ~4.2 minutes each
- Saved local history across clients — estimate: 15 minutes saved per exit, basis: re-entering 5 fields at ~3 minutes each
$5 one-time