customer-offboarding

Automate end-to-end customer offboarding workflows for SaaS platforms.

Updated Mar 29, 2026
One-click install
npx skills add https://github.com/marquesfelip/agents-and-skills --skill customer-offboarding
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: customer-offboarding
Source: https://github.com/marquesfelip/agents-and-skills/tree/main/skills/customer-offboarding
Command: npx skills add https://github.com/marquesfelip/agents-and-skills --skill customer-offboarding

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Safely and transparently offboard customers and tenants, ensuring data is exportable, access is revoked, and deletion is auditable.

Core Features & Use Cases

  • End-to-end offboarding workflow covering cancellation, data export, session revocation, and deletion scheduling.
  • GDPR/LGPD compliance with configurable retention windows and automated audits.
  • Cross-system notifications to billing, storage, CRM, and email providers.

Quick Start

Trigger a voluntary cancellation flow for a tenant, export user data, revoke access, and schedule deletion after 30 days.

Frequently Asked Questions about customer-offboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate customer offboarding for GDPR erasure requests in a SaaS platform?

Automate customer offboarding for GDPR erasure requests by initiating a workflow that coordinates data export, session revocation, and deletion scheduling. The system applies configurable retention windows and generates an auditable trail to ensure full compliance.

What is the best way to handle tenant deletion and ensure data is safely exported?

The best way to handle tenant deletion is using an automated offboarding workflow that offers data export before scheduling deletion. It safely revokes access and coordinates cross-system notifications to billing, CRM, and storage providers.

Does the offboarding workflow support voluntary cancellations and admin-initiated terminations?

Yes, the offboarding workflow supports both voluntary cancellations and admin-initiated terminations. It manages the entire end-to-end process from initial request through session revocation, retention window management, and final auditable deletion.

How do I maintain an auditable trail for compliance during tenant offboarding?

Maintain an auditable trail for compliance during tenant offboarding by utilizing a workflow that logs every action from cancellation to deletion. It automatically records data exports, session revocations, and cross-system notifications for analytics and compliance.

Can I configure retention windows before permanently deleting user data?

Yes, you can configure retention windows before permanently deleting user data. The offboarding workflow allows you to set specific timeframes, such as a 30-day delay, during which user data is preserved before final deletion is executed.

What happens to active user sessions when an admin initiates a customer termination?

When an admin initiates a customer termination, the offboarding workflow immediately revokes active user sessions. It simultaneously triggers cross-system notifications to billing and storage to ensure access is blocked and data export is offered.