mh-coo-client-offboarding

Community

Efficiently offboard clients, maintain strong relationships, and ensure seamless transition.

AuthorImad-Oute
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill addresses the need for a structured and professional approach to client offboarding, ensuring deliverables are transferred correctly, client relationships are preserved, and all systems are updated.

Core Features & Use Cases

  • Engagement Management: Coordinates the transition from accepted to handed-off engagement state.
  • Deliverable Handoff: Packages and transfers all necessary materials to the client with detailed guidance.
  • Client Feedback & Referrals: Facilitates feedback collection and manages referral requests based on satisfaction.
  • Post-Delivery Follow-Up: Schedules and manages 30-day and quarterly follow-ups to ensure client satisfaction and identify future opportunities.
  • System Updates: Updates the engagement and client records across all relevant systems to reflect the offboarding status.

Quick Start

Run the mh-coo-client-offboarding skill with the Engagement ID.

Dependency Matrix

Required Modules

mh-coo-project-delivery-frameworkmh-coo-feedback-collectionmh-ceo-referral-systemmh-ceo-relationship-map

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: mh-coo-client-offboarding
Download link: https://github.com/Imad-Oute/MicroHard/archive/main.zip#mh-coo-client-offboarding

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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