mh-coo-client-offboarding
CommunityEfficiently offboard clients, maintain strong relationships, and ensure seamless transition.
Marketing & Sales#satisfaction#feedback collection#engagement management#relationship maintenance#client offboarding
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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