This is for Operations. If you’re the person who gets the cancellation notice and owns the wind-down, this is your process. Everyone touches a client while it’s active. Account managers, content people, analysts. But the deboard belongs to Ops, and Ops is accountable for confirming it actually got finished. Read this first, then work it in order. Most of it …
How We Deboard Team Members
When a team member leaves, Operations removes their access from every system we use. This happens within 24 hours of the decision, following the checklist below. Operations owns the task. Our AI agents run the same checklist on behalf of Operations, so anyone on the team, human or agent, can execute it the same way. Before you start Where to …