Workflow: Offboarding a Customer

Workflow: Offboarding a Customer

  1. Create a new ticket
  2. Select "Administrative Change/Request" as the ticket category
  3. From the checklist library, choose "[OFFBOARDING] Offboard Managed Services Customer" 
  4. Fill in required information 
  5. If applicable: Send scheduling link to ticket contact for a remote appointment with Matthew

Please also see these articles:
  1. Customer Offboarding Letter Template

  1. Send Offboarding Customer their Runbook from ITG

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