Offboarding & Termination Workflow — The orderly shutdown when a customer leaves — final invoice, entitlement revocation, contract closure, data handling — run as a checklist, not tribal memory. It picks up where cancel-save flows fail and triggers data export and win-back timing downstream.
Offboarding & Termination Workflow lives in the Retention & Insights phase of Grow Revenue — the stage where you retain, expand, and compound revenue on the platform. In the corpus tool index this phase maps to the Customer success and Analyticscategories.
No product category maps cleanly onto this module yet — companies typically build it in-house or cover it with adjacent tooling. See who builds vs buys across the corpus.