Customer offboarding checklist template
For account and support teams closing a departing customer's account. The cancellation date is confirmed in writing, a data export is offered, customer data is deleted at the end of the retention period, and the exit reason is recorded.
- App: Checklist Flow for Jira
- Category: Customer onboarding
- Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
- Items: 7 items, 3 required
- Suggested for: Task, Service Request
Items
#| Item | Required |
|---|---|
| Cancellation date confirmed in writing | Required |
| Data export offered and delivered if requested | Required |
| Customer data deleted at the end of the retention period | Required |
| Final invoice or refund processed | Optional |
| Integrations and API keys revoked | Optional |
| Exit reason recorded | Optional |
| Win back follow up scheduled | Optional |
Use it
#In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.
Related
#- Checklist Flow for Jira documentation
- Jira checklist templates: all 49 templates