Offboard a leaver from the agency

Handover, client access removed and kit returned, so no client is left exposed.

  1. Confirm the leaving date in writing
  2. List their clients and open jobs
  3. Hand each client to a named person (Account director signs off)
  4. Remove access to client ad accounts and social channels. Most people forget this: Client logins outside your own systems are the ones that stay open
  5. Close their email and system logins on the last day
  6. Collect laptop and passes
  7. Pay final salary and holiday

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