Start with the transition that usually gets lost.
Most client-work failures happen between stages, not inside a single task. The practical fix is to define the record, owner, evidence, and next action for every transition.
Use this workflow with one active engagement first. Keep the language simple enough that a new team member and the client can both understand what happens next.
Confirm acceptance and remaining obligations
Name the owner, source record, required evidence, and next action before this step begins.
Deliver final files and usage notes
Do not mark the transition complete until the receiving person can continue without searching another inbox or spreadsheet.
Issue and reconcile the final invoice
Name the owner, source record, required evidence, and next action before this step begins.
Transfer access and archive the workspace
Do not mark the transition complete until the receiving person can continue without searching another inbox or spreadsheet.
Request feedback and define the next relationship step
Name the owner, source record, required evidence, and next action before this step begins.
Stelaah keeps the promise, work, decision, file, and commercial state on one timeline.
Use the offboarding checklistFinal checklist
- One canonical client and project record
- A named owner for every transition
- Evidence attached to the correct version or document
- A visible next action and due date
- Exceptions routed to a human owner
- The old system archived after reconciliation