Client Offboarding Claude Skill — Engagement Wrap Template

End engagements the way that earns referrals and testimonials: deliverables audit, knowledge transfer, access revocation, closing call, and long-term nurture.

What this Claude Skill does

• Audit final deliverables and confirm client sign-off
• Transfer knowledge and revoke access on the last day
• Run a structured closing call — reflection, testimonial, referral
• Set up the long-term nurture so ex-clients become referrals

Built for

• Agencies and consultancies wrapping engagements
• Coaches concluding programs
• Service businesses turning closings into long-term assets

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.