A clean exit is how former clients come back and refer you.
- [ ] Confirm the end date and the final invoice in writing
- [ ] Hand over a full backup and confirm they can open it
- [ ] Transfer registrar, DNS and hosting ownership or confirm they already hold them
- [ ] Remove your admin users and rotate any shared password
- [ ] Remove the site from your uptime monitor and tools
- [ ] Send a list of upcoming renewal dates so nothing lapses after you leave
- [ ] Set the client to Churned and clear the Plan field