It’s important to make sure that we are properly closing out of projects and ensuring that the business is running efficiently, smoothly, and without excess clutter.

Website Wrap Up

1. Mark the WP Files code repository as “inactive”

   1. Remove the gitium plugin

2. Mark the Child Theme code repository as “inactive”

   1. Remove the project from your local git repository

3. If it’s a wordpress site and the client will no longer be hosted with us

   1. Remove the mainwp and updraft plus plugins from the site 

4. Capture a full back-up of the website

Client Feedback

1. Send the client feedback survey 

   1. Include a request for testimonials

2. Reach out to the client after 5, 7, and 14 days respectively if there is no response

   1. If there is no response after 14 days, submit the report and indicate that there were no survey responses

3. Include the results in the next section

Reporting

Send a report to chris@simplebusinesssolutions.org with the following information:

1. A report of all time spent on the project over all time

2. The service type (hourly, monthly retainer, etc

3. The client satisfaction survey

ADMIN: Enter this into the airtable for client logging and determine average $<hr.

Client Offboarding

If we will be working with the client on additional projects, these steps do not apply.

1. Remove the client from ASANA

2. Deactivate the client’s slack account

3. Set the client to “Deactivated” in the client list.

4. Modify the client’s group in the Simple Business Solutions list in Mailchimp.

5. Move the client’s BitBucket repositories to the “INACTIVE” team.