Escalation path
If a checklist step fails twice, escalate to the team lead the same day. Unresolved after 48 hours: escalate to NobleProxy support with the incident notes.
Agency operations playbook
SOP: Client exit interview SOP
A copyable SOP for agency teams: run a documented exit interview when a managed-account client leaves, so endpoints and knowledge are recovered cleanly. With a named owner, a trigger, a checklist, and measurable signals.
Quick answer
Client exit interview SOP. Owner: operations lead. Trigger: client departure or hardware end-of-life. Work the checklist top to bottom and record every change with a date.
Named owner and trigger
Copyable checklist
Escalation path
Measurable signals
When this is the right fit
- Named owner and trigger
- Copyable checklist
- Escalation path
Who this page is for
A copyable SOP for agency teams: run a documented exit interview when a managed-account client leaves, so endpoints and knowledge are recovered cleanly. With a named owner, a trigger, a checklist, and measurable signals.
Client exit interview SOP. Owner: operations lead. Trigger: client departure or hardware end-of-life. Work the checklist top to bottom and record every change with a date.
The checklist
- 1Confirm the trigger and note the date
- 2Gather endpoint and profile records from the runbook
- 3Execute the procedure exactly as written
- 4Record each completed step with operator and date
- 5File exceptions with a follow-up date
Trigger and cadence are set during monthly review.
Playbook facts
| Objective | Client exit interview SOP |
|---|---|
| Owner | Operations lead |
| Cadence | On trigger; monthly review |
| Records kept | Dated log entry per change |
| Escalation | Team lead same day; support after 48h |
Measurable operational signals
- 1Checklist completion rate this month
- 2Incidents traced to this SOP
- 3Median time from trigger to completion
Sources
Facts last reviewed 2026-09-01.
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Frequently asked questions
Who owns this SOP?
The operations lead owns it; operators execute it. Ownership is recorded in the runbook.
When do we update the SOP?
After any incident and in the monthly review, with the change recorded at the bottom of the checklist.
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