How to Offboard a Client LinkedIn Account Without Losing CRM History
· how-to
Offboarding is where password-sharing agencies lose history and trust. Workspace offboarding is reversible and auditable. /for/marketing-agencies
Step 1: Export pipeline and contact history
Download CRM snapshot for client records per contract.
Step 2: Clear review queue
Approve or cancel pending sends before disconnect.
Step 3: Revoke contractor seats and MCP tokens
Step 4: Transfer workspace ownership to client (optional)
Promote client to owner if they continue on Item 12.
Step 5: Disconnect LinkedIn OAuth
Client LinkedIn session ends; workspace data remains per retention policy.
Step 6: Document in onboarding/offboarding SOP
Mirror checklist in /blog/linkedin-agency-client-onboarding-mistakes.
Delete workspace?
Usually after export and contract term; some agencies archive inactive orgs for reference.