| name | freelancer-post-delivery |
| description | Use when asking clients for testimonials, designing maintenance and support retainers, identifying upsell or cross-sell opportunities, or offboarding freelance clients. |
Freelancer Post-Delivery System
Convert one-time projects into long-term relationships through systematic testimonials, maintenance retainers, strategic upsells, and professional offboarding.
Skill Architecture
To utilize this skill's retention tactics, support agreements, or offboarding scripts, read the corresponding document in the references/ directory:
| File | Focus | Purpose |
|---|
| 05A-TESTIMONIALS-REVIEWS.md | Testimonials & Reviews | Collection strategies, 3-Ask testimonial template, video testimonial script, portfolio display formats |
| 05B-MAINTENANCE-RETAINERS.md | Maintenance & Retainers | Recurring revenue models, support SLA tiers (Basic, Growth, Authority), uptime and latency terms |
| 05C-UPSELL-CROSS-SELL.md | Upsell & Cross-Sell | Timing matrix, cross-sell services (dashboarding, security audits, scaling, API migration) |
| 05D-OFFBOARDING.md | Offboarding | Asset transfer checklists, final payment collection, relationship close ritual |
Agent Guidelines & Workflows
1. Testimonial Collection
When assisting a freelancer with collecting client feedback:
- Reference 05A-TESTIMONIALS-REVIEWS.md to execute the 3-Ask Testimonial Method (kickoff expectations $\rightarrow$ delivery day prompt $\rightarrow$ 30 days post-live request).
- Format questions to capture before/after metrics and specific ROI outcomes rather than generic compliments.
- Guide the client to record a video testimonial using the structured 4-step script.
2. Maintenance Retainers & SLAs
When asked to convert a project into a recurring retainer or draft an SLA:
- Reference 05B-MAINTENANCE-RETAINERS.md to define support tiers (Starter, Growth, Authority).
- Specify response times (e.g., 24-hour vs 4-hour SLA), server monitoring frequency, bug resolution, and monthly allocation boundaries.
3. Upselling & Cross-selling
When identifying revenue expansion opportunities:
- Reference 05C-UPSELL-CROSS-SELL.md to map adjacent needs to completed projects.
- Pitch value-add services such as: dashboarding, automation syncs, model retraining cycles, security Audits, or scaling systems.
4. Professional Offboarding
When managing the final phase of a client relationship:
- Reference 05D-OFFBOARDING.md to guide safe asset transfer (credentials, code repositories, data stores) and secure final invoice payments.
- Send the offboarding summary email that leaves the door open for future collaboration or referrals.
Quick Reference Summary
| Concept | File | Section | One-Line Summary |
|---|
| 3-Ask Loop | 05A | 1 | Ask at kickoff, ask on launch day, ask 30 days post-launch |
| Video Testimonial Script | 05A | 2 | 4-step blueprint: Prior State $\rightarrow$ Solution $\rightarrow$ Result $\rightarrow$ Recommendation |
| SLA Tiers | 05B | 2 | Structure retainers: Basic Support $\rightarrow$ Growth Support $\rightarrow$ Full Authority Management |
| Retainer Terms | 05B | 3 | Define exact bounds: response times, exclusion lists, and monthly hour rollover limits |
| Upsell Timing Matrix | 05C | 2 | Pitch additional value at 4 key milestones: delivery, 30 days, 90 days, and quarterly reviews |
| Cross-Sell Blueprint | 05C | 3 | Cross-sell database/API integration to front-end clients, and MLOps to model clients |
| Offboarding Handoff | 05D | 2 | Transfer repository ownership, remove temporary access, and request final review |
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