🛑 OS OFFBOARDING CHECKLIST (Full Version)
➡️ Export Your Assets & Data
Export all Contacts (CSV file backup)
Export all Pipeline Deals and Notes
Export all Campaign Analytics (open rates, clicks, sales reports)
Download Content Calendar Posts (drafts and scheduled posts)
➡️ Disable or Disconnect Features
Disable all Active Automations (Workflows, Triggers)
Turn off all Scheduled Email/SMS Campaigns
Disconnect Calendars (Zoom, Google Calendar, Outlook)
Disable 2-Way Email Sync
Remove WhatsApp Integration
Remove Social Media Integrations (Facebook, Instagram, LinkedIn)
➡️ Deactivate Revenue & Payments
Disconnect Stripe or PayPal Payment Gateways
Cancel any Subscriptions set through the system
➡️ Close Public Access Points
Remove Domains or Archive Funnels and Websites
Archive or Delete Forms and Surveys
Remove Community Access (Courses, Groups, Memberships)
Remove or Transfer Custom Domains
Redirect domains to a holding page or new CRM if migrating.
➡️ Security & Permissions
Remove all Team Users
Delete or Deactivate Admin and User Roles
Revoke any API Key Access or Webhooks
➡️ Final Backup & Housekeeping
Backup Key SOPs, Email Templates, DM Scripts, and Forms
Save Receipts & Billing Reports for your records
Screenshot important Settings Pages (Domains, Email, Funnels, CRM)
Confirm with Support if platform data will be permanently deleted
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