Notes / Studio habits / 4 min read
What to archive when a client leaves
WhizSuite · 2026-07-19
An ex-client still exists in your drives and logins until you deliberately sort them.
Archive the proof
Scope, invoices, approved posts, and the final handover note. You may need them if someone disputes what went live. Store them in an archive the whole studio does not casually browse.
How long you keep them should match your agreements and local rules. If you do not know, ask before you build a forever-hoard or a reckless delete.
Remove the live access
Scheduling, inboxes, ad accounts, portal seats. Archive is not the same as still being able to post. Tick the access list.
Freelancer seats on that brand go too. They will not know the client left unless you tell the permission system.
Kill scheduled leftovers
Check the queue the day after the end date. Tools love a post that was scheduled "just in case." Unschedule it and note that you did.
Search other tools. One native app outside the main scheduler is enough to embarrass you.
Do not use their work as a template
A copy of their caption in a new brand's brief is a leak. Archive means closed. Build generic examples from public posts or from fiction you label as fiction.
If you want a case study, ask. A quiet portfolio piece can break a contract you already finished.