CLIENT ACCESS EXIT HANDOFF v1.0

What this is
An operational closeout tracker for U.S. freelancers and small agencies ending a client engagement. It keeps ownership, transfer, access removal, export, confirmation, deadlines and evidence in one review.

Files
- Client_Access_Exit_Handoff_v1.xlsx: editable tracker with 200 rows and 11 fictional edge cases.
- Before_You_Close_Client_Access.pdf: one-page review card.
- Fictional_Exit_Example.csv: the same fictional example records in a portable format.

Start in five minutes
1. Open the workbook and change the as-of date.
2. Delete the fictional rows after reviewing what each Next action means.
3. Add one account, asset or resource per row.
4. Work the Next action column until every row is complete.
5. Verify each action in the actual platform before closing the engagement.

Security boundary
Never paste passwords, API keys, tokens, recovery codes or other secrets into this workbook. Record only a password-manager item label or a secure transfer reference. The workbook is not a password manager or security audit.

Meaning of COMPLETE
The modeled fields for the row are filled and consistent. COMPLETE does not prove an external platform changed, a client received the asset, a contract requirement was satisfied or a legal/data-retention duty ended.

Compatibility
Designed for current desktop Excel. Formulas use ordinary IF, OR, AND and COUNTIFS functions. Review after importing into another spreadsheet application.

Version 1.0 | 10/11/2026 | Scope & Follow
