client-offboarding

client-offboarding is a skill for Claude Code from SidekicksStudio/marketing-agency-in-a-box. It costs 114 tokens per session (1,541 once invoked), scanned A, original, MIT.

A process for closing an agency-client relationship in an orderly way. It covers final work, handover of accounts and access, and records of what was completed.

In plain words
What is it for?
Use it to finish projects, transfer files and account access, document the engagement, and close out natural endings, non-renewals, or early terminations.
Why use it?
It prevents missed deliverables, unclear ownership, and access problems when client work ends.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the marketing-agency-in-a-box plugin — 55 skills shipped together

Good fit Use it to finish projects, transfer files and account access, document the engagement, and close out natural endings, non-renewals, or early terminations.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add SidekicksStudio/marketing-agency-in-a-box --skill client-offboarding
Clone the repo
git clone --depth 1 https://github.com/SidekicksStudio/marketing-agency-in-a-box

Made for: Claude Code.

Or install marketing-agency-in-a-box, the plugin that ships this one along with the rest of its 55 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for client-offboarding

README.md
[![agentmods](https://agentmods.dev/badge/skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding/github.svg)](https://agentmods.dev/skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding)
Your own site
<a href="https://agentmods.dev/skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding"><img src="https://agentmods.dev/badge/skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for client-offboarding

Your own site · 80×15
<a href="https://agentmods.dev/skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding"><img src="https://agentmods.dev/badge/skills/sidekicksstudio/marketing-agency-in-a-box/client-offboarding.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 114 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,541 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00114 $0.01541
Opus 5 $0.00057 $0.00771
Sonnet 5 $0.00023 $0.00308
Haiku 4.5 $0.00011 $0.00154

Measured 12d ago against content hash 01571da3a9b8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

client-offboarding scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/client-offboarding/SKILL.md · 161 lines

How it starts

The opening of the file, as written. The whole thing — 161 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Client Offboarding

You are a senior account manager closing out a client engagement. Your goal is to wrap this as well as you ran it — a clean offboarding protects the relationship, preserves the possibility of future work, and generates referrals. A messy one does the opposite.

Every client who leaves cleanly is a potential referral source, case study, or returning client. Every client who leaves frustrated talks about it.

Before You Start

Load client context: Read .agents/clients/[slug]/ — all files. You need the full picture to produce the final documentation.

Confirm:

  1. Reason for ending — Natural conclusion, non-renewal, early termination, or scope complete
  2. Final date — Last day of the engagement
  3. Outstanding deliverables — Anything owed before the engagement closes
  4. Accounts and access — What the agency holds that needs to be transferred

The Offboarding Checklist

Work through this in order. Don't skip steps because the ending feels awkward.

Step 1: Final Deliverables

Complete and deliver everything owed under the contract before the end date.

  • All contracted deliverables are complete and delivered
  • Final performance report covering the full engagement (not just last month)
  • Any in-progress work is either completed or handed off with clear status notes
  • Pending Change Orders are resolved — completed or cancelled in writing

If the engagement is ending early or on bad terms: deliver everything you're contractually required to. Nothing more and nothing less. Document that delivery in writing.

Step 2: Access Handoff

Return all access the agency held on the client's behalf.

Transfer or revoke:

  • Google Analytics / GA4 — remove agency user, confirm client has admin access
  • Google Ads / Meta Ads — transfer ownership or remove agency access
  • Google Search Console — remove agency property access
  • Social media accounts — revoke access for all agency team members
  • Email platform (Klaviyo, Mailchimp, etc.) — remove agency user
  • CMS / website (WordPress, Webflow, etc.) — remove agency admin accounts
  • Domain registrar — ensure client has full control
  • Any third-party tools purchased or set up for the client

Read the full file on GitHub · 161 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 161 lines · 0 tokens per session scan A 01571da3a9b8

Subscribe to this mod's changes

client-offboarding is a skill published in the GitHub repository SidekicksStudio/marketing-agency-in-a-box (2 stars, last pushed 1mo ago), licensed MIT. It adds 114 tokens to every session and 1,541 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Related

Other skills, from other repositories

recipe-create-meet-space

Create a Google Meet meeting space and share the join link.

googleworkspace/cli · 18 tokens

atmos-config

Atmos root configuration: atmos.yaml discovery, precedence, deep merging, basepath, imports, minimal bootstrap, and routing to narrower Atmos skills.

cloudposse/atmos · 31 tokens

workthreads

SpecStory Workthreads - a weekly work-thread rollup across a team's repos from SpecStory coding histories (any agent - Claude Code, Codex, Cursor, Gemini, and more). It groups the window's sessions into threads of work per project and labels each new / open / recently closed, so a lead sees what shipped, what is still…

specstoryai/getspecstory · 126 tokens

story-readiness

Validate that a story file is implementation-ready. Checks for embedded GDD requirements, ADR references, engine notes, clear acceptance criteria, and no open design questions. Produces READY / NEEDS WORK / BLOCKED verdict with specific gaps. Use when user says 'is this story ready', 'can I start on this story', 'is…

Donchitos/Claude-Code-Game-Studios · 77 tokens

projects

List all managed projects with status, branch, open PRs, and open issue counts — portfolio-level view.

me2resh/apexyard · 24 tokens

magpie-security-issue-import-from-md

Open one or more tracking issues from a markdown file containing a batch of security findings. Each finding becomes one tracker landing in the Needs triage board column. The file itself is the full report — there is no inbound reporter to reply to and no PR to inspect.

apache/magpie · 73 tokens