Client Goodbye Packet


Offboard your clients seamlessly with this editable Client Goodbye Packet and Exit Template. Recap your client wins and achievements, promote additional services, request feedback and testimonials, ask them to join your referral program, and share other important final details and resources with your client in one organized package. Perfect for virtual assistants, social media managers, coaches, or any other service-based businesses.

Quick Checkout


Easily edit the Canva template to match your branding, save and send it to your client. This template is completely customizable and can be reused as many times as you’d like.

Client Goodbye Packet – Letter Size Template – 8.5” X 11”

• 3 Cover Pages
• 2 Thank You/Intro Pages
• Client Gift
• Achievement Recap
• To-Do Checklist
• Client Files and Downloads
• 3 Resource Pages
• Testimonial Request
• Feedback Request
• 2 Referral Program Pages
• 2 Additional Services Pages
• 3 Promotion/CTA Pages

Bonus Resources

• Canva Video Tutorial – Learn how to use Canva and customize your templates
• Client Onboarding Tool Kit – 20+ page step-by-step guide
• Free Stock Photo Collection to use for your business
• Brand Color Combinations Cheat Sheet with 12 trending done-for-you brand color palettes

1. You will need a free Canva account to be able to download and edit the templates.
2. After you order, you will receive immediate access to a PDF Download Guide with the link and instructions to download your templates and bonus resources.
3. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.
4. Download your design and share the end product with your audience.

Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any technical problems with the download or file, please contact customer service at This purchase is a digital instant download, no physical copy will be shipped.

The templates and designs are copyrighted © Julia On Purpose, LLC.

You can use this template to create end-products ONLY. This means you can share and sell the FINISHED end products you create with the template, i.e. you have to save the templates as PDF, JPEGs, etc. before sharing them. You cannot share, redistribute, resell, transfer, reproduce or give the templates as-is away to others (not paid or for free) even if you have made modifications, i.e. you’re not allowed to sell the actual editable Canva templates. The templates are copyrighted © Julia On Purpose, LLC. All Rights Reserved. By purchasing this product you accept these terms. Please reach out to if you have any questions. I’m always happy to help.

The photos you see in the product images are for illustration purposes only and not included in the template. You can easily drag and drop your own photos into the template.

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