A Professional Relationship Needs a Professional Exit Process

Engagements end for all kinds of reasons — the work moves in-house, priorities change, the arrangement simply runs its course. However it ends, the process is the same defined sequence rather than something improvised on the way out.

What offboarding covers

• Final reporting — a closing summary of activity and outcomes
• Open-ticket handoff — anything unresolved documented and transferred
• Pending lead handoff — leads mid-cycle handed back with full context, not dropped
• Credential removal — agent access to your systems revoked
• CRM access removal — confirmed on your side, since the accounts are yours to control
• Telecom closure — where numbers or routing were configured for the campaign
• Knowledge handover — documentation and scripts returned or confirmed retained by you as agreed
• Final invoice — for hours genuinely worked, nothing more

Data retention and deletion

What happens to campaign data on termination is set out in your service agreement. We will not make an absolute deletion promise that could conflict with a legal retention duty on either side — for example, financial records that must be kept for a statutory period, or data subject to a legal hold. Where no such obligation applies, data outside your own systems is handled according to the retention terms you agreed.

Notice periods

Ending an engagement follows the notice period set out in your service agreement. Notice exists because agents are real people on a schedule, and winding down a campaign properly takes a few defined steps rather than an instant switch-off.