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Client Offboarding Kit Template
Client Offboarding Kit Template - Image 2
Client Offboarding Kit Template - Image 3

Client Offboarding Kit Template

₱550.00 Original price was: ₱550.00.₱449.00Current price is: ₱449.00.

Say goodbye to your clients professionally and end the contract on good terms with them using BossedUp PH Client Offboarding Kit Template!

OFFBOARDING KIT PAGES:

  • cover page
  • kit guide
  • thank you note
  • project summary
  • project milestone
  • docs & files
  • tools & log-in info
  • service review
  • referral program
  • CTA/upsell
Category: Editable Templates Tags: client offboarding, client offboarding template, offboarding kit
  • Description
  • Reviews (0)

Description

HOW IT WORKS:

  • Upon checkout, you may click the download button to get access to the PDF detailed instructions on how to download/access the template link.
  • All templates are editable and customizable. That means you are free to change the text, fonts, colors, and icons based on your preferred design.
  • System required to edit the templates:ย Canva (free graphic design tool)

Start your FREE Canva PRO Trial: SIGN UP HERE

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Instagram

Okay..you really have nothing to worry about as a newbie SMM because we can literally use AI now as our campaign partner, Bosses. ๐Ÿ˜

Hindi na magsisimula from scratch!!

๐—›๐—˜๐—ฅ๐—˜โ€™๐—ฆ ๐—ง๐—›๐—˜ ๐—ฃ๐—ฅ๐—ข๐— ๐—ฃ๐—ง:
Plan a 14-day campaign for launching [product name].

Begin with mystery teaser posts (no product reveal),
then slowly unveil features one by one across Days 4 to 10.

Intensify urgency with a 72-hour countdown campaign posts.

Include: post type, caption angle, visual direction, story/reel ideas, and CTA for each day.
Tone: exciting, [add your clientโ€™s brand voice]
Target audience: [describe].
Platform focus: [add your clientโ€™s platform]

Sa Claude, may mga follow up questions and buttons that you can click para mas macustomize nya ang response, Bosses.

So, make sure to save this prompt para ma-try mo sa next campaign for your client (even sa launch ng freelance page mo) ๐Ÿ˜‰
Okay..you really have nothing to worry about as a newbie SMM because we can literally use AI now as our campaign partner, Bosses. ๐Ÿ˜

Hindi na magsisimula from scratch!!

๐—›๐—˜๐—ฅ๐—˜โ€™๐—ฆ ๐—ง๐—›๐—˜ ๐—ฃ๐—ฅ๐—ข๐— ๐—ฃ๐—ง:
Plan a 14-day campaign for launching [product name].

Begin with mystery teaser posts (no product reveal),
then slowly unveil features one by one across Days 4 to 10.

Intensify urgency with a 72-hour countdown campaign posts.

Include: post type, caption angle, visual direction, story/reel ideas, and CTA for each day.
Tone: exciting, [add your clientโ€™s brand voice]
Target audience: [describe].
Platform focus: [add your clientโ€™s platform]

Sa Claude, may mga follow up questions and buttons that you can click para mas macustomize nya ang response, Bosses.

So, make sure to save this prompt para ma-try mo sa next campaign for your client (even sa launch ng freelance page mo) ๐Ÿ˜‰
•
Follow
Okay..you really have nothing to worry about as a newbie SMM because we can literally use AI now as our campaign partner, Bosses. ๐Ÿ˜ Hindi na magsisimula from scratch!! ๐—›๐—˜๐—ฅ๐—˜โ€™๐—ฆ ๐—ง๐—›๐—˜ ๐—ฃ๐—ฅ๐—ข๐— ๐—ฃ๐—ง: Plan a 14-day campaign for launching [product name]. Begin with mystery teaser posts (no product reveal), then slowly unveil features one by one across Days 4 to 10. Intensify urgency with a 72-hour countdown campaign posts. Include: post type, caption angle, visual direction, story/reel ideas, and CTA for each day. Tone: exciting, [add your clientโ€™s brand voice] Target audience: [describe]. Platform focus: [add your clientโ€™s platform] Sa Claude, may mga follow up questions and buttons that you can click para mas macustomize nya ang response, Bosses. So, make sure to save this prompt para ma-try mo sa next campaign for your client (even sa launch ng freelance page mo) ๐Ÿ˜‰
16 hours ago
View on Instagram |
1/6
You already have the #๐Ÿญ ๐˜€๐—ธ๐—ถ๐—น๐—น ๐˜†๐—ผ๐˜‚ ๐—ป๐—ฒ๐—ฒ๐—ฑ to become a Social Media Manager ๐Ÿ‘€

If you use Facebook, Instagram, TikTok, or any social media platform, kahit 1 lang dyan sa mga yan ang sanay ka nang gamitinโ€ฆyou already have a head start!

Yes, etong service na i-ooffer nyo sa clients, it doesn't need a degree or fancy certifications. You just need to understand social media, Bosses.

But first, you have to know the difference between a Social Media Engager, Manager, and Marketer. Kasi baka malito ka sa makikita mong Job Title sa mga job posts.

โœ… Engager: replies to DMs, comments, queries
โœ… Manager: creates content, schedules posts, makes graphics, writes captions, and handles analytics
โœ… Marketer: drives sales, handles paid ads, focuses on conversions

Most small businesses hire 1 person to do all these, so itโ€™s good to learn more about these 3, Bosses.

Watch the full video sa comment section to learn the exact 5-step process I used when I was just starting out my SMM journey ๐Ÿ‘‡
•
Follow
You already have the #๐Ÿญ ๐˜€๐—ธ๐—ถ๐—น๐—น ๐˜†๐—ผ๐˜‚ ๐—ป๐—ฒ๐—ฒ๐—ฑ to become a Social Media Manager ๐Ÿ‘€ If you use Facebook, Instagram, TikTok, or any social media platform, kahit 1 lang dyan sa mga yan ang sanay ka nang gamitinโ€ฆyou already have a head start! Yes, etong service na i-ooffer nyo sa clients, it doesn't need a degree or fancy certifications. You just need to understand social media, Bosses. But first, you have to know the difference between a Social Media Engager, Manager, and Marketer. Kasi baka malito ka sa makikita mong Job Title sa mga job posts. โœ… Engager: replies to DMs, comments, queries โœ… Manager: creates content, schedules posts, makes graphics, writes captions, and handles analytics โœ… Marketer: drives sales, handles paid ads, focuses on conversions Most small businesses hire 1 person to do all these, so itโ€™s good to learn more about these 3, Bosses. Watch the full video sa comment section to learn the exact 5-step process I used when I was just starting out my SMM journey ๐Ÿ‘‡
4 days ago
View on Instagram |
2/6
I used to have em dash โ€” and these emojis โœจ๐Ÿ‘‰๐Ÿš€ in my 2020-2024 captions, but since last yearโ€ฆ

I started not to.

WHY? ๐—”๐—บ ๐—œ ๐—ฎ๐˜€๐—ต๐—ฎ๐—บ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฏ๐—ฒ ๐—ธ๐—ป๐—ผ๐˜„๐—ป ๐—ฎ๐˜€ ๐˜€๐—ผ๐—บ๐—ฒ๐—ผ๐—ป๐—ฒ ๐˜„๐—ต๐—ผ ๐˜‚๐˜€๐—ฒ๐˜€ ๐—”๐—œ ๐—ถ๐—ป ๐—ต๐—ฒ๐—ฟ ๐—ฐ๐—ฎ๐—ฝ๐˜๐—ถ๐—ผ๐—ป๐˜€?
Of course NOT. I actually love it + I encourage you guys to maximize it too!

But hereโ€™s the thing, Bosses:

๐Ÿ“ฑSome people feel that itโ€™s too inauthentic, especially if youโ€™re sharing a story.
And when they see captions with such elements, they automatically consider it as AI-written so they just scroll down and go to the next content.

Yup, that negative sentiment toward AI can impact your brand and your clientโ€™s brand too. 

The core thing in building a business online is ๐—ฐ๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐˜„๐—ถ๐˜๐—ต ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฎ๐˜‚๐—ฑ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ.

๐Ÿ“ŒAs a Social Media Manager creating content for our clientโ€™s page, itโ€™s our job to make sure their followers can still relate and feel the authenticity of the brand.

Yes, we can use AI.
But we have to always consider how our readers might feel.
Thatโ€™s why I always say EDIT & POLISH using your clientโ€™s brand voice.

๐Ÿ’ฌ share this reminder to your SMM friend!
•
Follow
I used to have em dash โ€” and these emojis โœจ๐Ÿ‘‰๐Ÿš€ in my 2020-2024 captions, but since last yearโ€ฆ I started not to. WHY? ๐—”๐—บ ๐—œ ๐—ฎ๐˜€๐—ต๐—ฎ๐—บ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฏ๐—ฒ ๐—ธ๐—ป๐—ผ๐˜„๐—ป ๐—ฎ๐˜€ ๐˜€๐—ผ๐—บ๐—ฒ๐—ผ๐—ป๐—ฒ ๐˜„๐—ต๐—ผ ๐˜‚๐˜€๐—ฒ๐˜€ ๐—”๐—œ ๐—ถ๐—ป ๐—ต๐—ฒ๐—ฟ ๐—ฐ๐—ฎ๐—ฝ๐˜๐—ถ๐—ผ๐—ป๐˜€? Of course NOT. I actually love it + I encourage you guys to maximize it too! But hereโ€™s the thing, Bosses: ๐Ÿ“ฑSome people feel that itโ€™s too inauthentic, especially if youโ€™re sharing a story. And when they see captions with such elements, they automatically consider it as AI-written so they just scroll down and go to the next content. Yup, that negative sentiment toward AI can impact your brand and your clientโ€™s brand too. The core thing in building a business online is ๐—ฐ๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐˜„๐—ถ๐˜๐—ต ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฎ๐˜‚๐—ฑ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ. ๐Ÿ“ŒAs a Social Media Manager creating content for our clientโ€™s page, itโ€™s our job to make sure their followers can still relate and feel the authenticity of the brand. Yes, we can use AI. But we have to always consider how our readers might feel. Thatโ€™s why I always say EDIT & POLISH using your clientโ€™s brand voice. ๐Ÿ’ฌ share this reminder to your SMM friend!
2 weeks ago
View on Instagram |
3/6
Please include Mindanao in your prayers today ๐Ÿ™

Stay safe, Boss Up Fam, and your families!
•
Follow
Please include Mindanao in your prayers today ๐Ÿ™ Stay safe, Boss Up Fam, and your families!
2 weeks ago
View on Instagram |
4/6
If youโ€™re thinking of starting your SMM journey this monthโ€ฆ
hereโ€™s what you can ask AI to shortcut your learning curve, Bosses.

๐Ÿ’ป What skills do I need to learn to become a Social Media Manager in 30 days?
๐Ÿ“‘ Create a beginner-friendly daily learning plan.
โš™๏ธ What tools should I learn first (free & paid)?
โŒจ๏ธ Give me content ideas for different niches (coaching, food, etc.).
๐Ÿ—“๏ธ How do I create a content calendar for clients?
๐Ÿ“ฑ Show me examples of high-performing social media posts.
๐Ÿ’ฐ How do I price my services as a beginner?
๐Ÿ—‚๏ธ What should I include in my portfolio even without experience?
๐Ÿ‘ค Write a sample pitch to get my first client.
โŒ What mistakes should new Social Media Managers avoid?

Of course, after asking these to your fav AI tool, TAKE ACTION agad para you can keep the momentum!

Excited to see yโ€™all boss up as SMM, Bosses!
If youโ€™re thinking of starting your SMM journey this monthโ€ฆ
hereโ€™s what you can ask AI to shortcut your learning curve, Bosses.

๐Ÿ’ป What skills do I need to learn to become a Social Media Manager in 30 days?
๐Ÿ“‘ Create a beginner-friendly daily learning plan.
โš™๏ธ What tools should I learn first (free & paid)?
โŒจ๏ธ Give me content ideas for different niches (coaching, food, etc.).
๐Ÿ—“๏ธ How do I create a content calendar for clients?
๐Ÿ“ฑ Show me examples of high-performing social media posts.
๐Ÿ’ฐ How do I price my services as a beginner?
๐Ÿ—‚๏ธ What should I include in my portfolio even without experience?
๐Ÿ‘ค Write a sample pitch to get my first client.
โŒ What mistakes should new Social Media Managers avoid?

Of course, after asking these to your fav AI tool, TAKE ACTION agad para you can keep the momentum!

Excited to see yโ€™all boss up as SMM, Bosses!
If youโ€™re thinking of starting your SMM journey this monthโ€ฆ
hereโ€™s what you can ask AI to shortcut your learning curve, Bosses.

๐Ÿ’ป What skills do I need to learn to become a Social Media Manager in 30 days?
๐Ÿ“‘ Create a beginner-friendly daily learning plan.
โš™๏ธ What tools should I learn first (free & paid)?
โŒจ๏ธ Give me content ideas for different niches (coaching, food, etc.).
๐Ÿ—“๏ธ How do I create a content calendar for clients?
๐Ÿ“ฑ Show me examples of high-performing social media posts.
๐Ÿ’ฐ How do I price my services as a beginner?
๐Ÿ—‚๏ธ What should I include in my portfolio even without experience?
๐Ÿ‘ค Write a sample pitch to get my first client.
โŒ What mistakes should new Social Media Managers avoid?

Of course, after asking these to your fav AI tool, TAKE ACTION agad para you can keep the momentum!

Excited to see yโ€™all boss up as SMM, Bosses!
•
Follow
If youโ€™re thinking of starting your SMM journey this monthโ€ฆ hereโ€™s what you can ask AI to shortcut your learning curve, Bosses. ๐Ÿ’ป What skills do I need to learn to become a Social Media Manager in 30 days? ๐Ÿ“‘ Create a beginner-friendly daily learning plan. โš™๏ธ What tools should I learn first (free & paid)? โŒจ๏ธ Give me content ideas for different niches (coaching, food, etc.). ๐Ÿ—“๏ธ How do I create a content calendar for clients? ๐Ÿ“ฑ Show me examples of high-performing social media posts. ๐Ÿ’ฐ How do I price my services as a beginner? ๐Ÿ—‚๏ธ What should I include in my portfolio even without experience? ๐Ÿ‘ค Write a sample pitch to get my first client. โŒ What mistakes should new Social Media Managers avoid? Of course, after asking these to your fav AI tool, TAKE ACTION agad para you can keep the momentum! Excited to see yโ€™all boss up as SMM, Bosses!
3 weeks ago
View on Instagram |
5/6
A simple logoโ€ฆpero ang usefulness? ๐Ÿญ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ/๐Ÿญ๐Ÿฌ โญ๏ธ๐Ÿ˜

This is my new work BFF so of course, Iโ€™ll make a logo quiz about it ๐Ÿ˜

๐—ช๐—›๐—ข ๐—–๐—”๐—ก ๐—š๐—จ๐—˜๐—ฆ๐—ฆ, ๐—•๐—ข๐—ฆ๐—ฆ๐—˜๐—ฆ?
๐Ÿ‘‡ ๐—–๐—ผ๐—บ๐—บ๐—ฒ๐—ป๐˜ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„ 

(if napanood nyo na yung tutorial ko about this AI tool, sana naremember nyo etong logo na โ€˜to) ๐Ÿ˜‰
•
Follow
A simple logoโ€ฆpero ang usefulness? ๐Ÿญ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ/๐Ÿญ๐Ÿฌ โญ๏ธ๐Ÿ˜ This is my new work BFF so of course, Iโ€™ll make a logo quiz about it ๐Ÿ˜ ๐—ช๐—›๐—ข ๐—–๐—”๐—ก ๐—š๐—จ๐—˜๐—ฆ๐—ฆ, ๐—•๐—ข๐—ฆ๐—ฆ๐—˜๐—ฆ? ๐Ÿ‘‡ ๐—–๐—ผ๐—บ๐—บ๐—ฒ๐—ป๐˜ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„ (if napanood nyo na yung tutorial ko about this AI tool, sana naremember nyo etong logo na โ€˜to) ๐Ÿ˜‰
4 weeks ago
View on Instagram |
6/6
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