ROASfinity Get early access

A client offboarding checklist for agencies

A clean exit protects both sides. It also leaves the door open for the client to return.

Removing access

List every account and tool the agency can reach for this client, and remove access in an agreed order.
Remove connections, API keys and shared logins, and tell the client what was removed.

Handover

Give the client the creative files, the naming convention, the definitions sheet and the change log.
Export the history of reports so the next team can see the past.

Final report

A last report with the headline numbers, open risks and what was in progress.
Say plainly what the next team should look at first.

What the agency keeps

Only what the contract allows, and delete the rest by an agreed date.
Keep a record that access was removed and when.

5 min read. Last updated 2026-10-07. Examples use made-up numbers.

This guide in numbers

5minutes to read

3terms explained

4sections

8related guides

Terms in this guide

Audit trail Approval workflow MCP

Keep reading

Operations

The data definitions sheet every client needs

Most arguments about numbers are arguments about definitions nobody wrote down.

5 min read Operations

A client approval checklist for ad launches

Client approval goes wrong in the same ways: the wrong version is approved, the answer lives in a chat, and nobody can say later what was agreed.

6 min read AI and automation

MCP permissions for agencies: a practical model

The question is not whether to let assistants near client accounts. It is which hands they get and who signs off.

7 min read Operations

An approval workflow for changes to live ad accounts

Most expensive mistakes in ad accounts are small edits applied to the wrong thing. A short, boring workflow prevents most of them.

6 min read Operations

An SOP library for an ecommerce ad agency

Agencies lose time and client trust when the same task is done three different ways by three people. A small library of written procedures fixes that.

6 min read Operations

Handing over a client account to a new account manager

When an account manager moves on, the client should notice only a new name. The handover is a written transfer of open work, promises and known problems.

6 min read Operations

A process for requesting access to client ad accounts

Every login an agency holds is a risk and a responsibility. A written request, a named approver and a planned removal keep the list short and explainable.

5 min read Operations

Running the renewal conversation with an ecommerce client

A renewal is mostly decided in the months before it. The conversation confirms what the client has already seen in the reports, or shows where it has not.

6 min read