Last verified 2026-07-14
agency offboarding leave client revenue url
When you offboard a client, leave a cash URL they can reopen — not a Loom that dies with your agency seat.
The actual problem
When offboarding, agencies need a durable artifact without ongoing dashboard seats.
Do this
- Export final 90 days of payouts.
- Generate and unlock a clean public page.
- Hand off the URL in the offboarding packet.
- Revoke Stripe collaborator access after.
Tools for this job
- Netkiln
CSV → client-ready revenue-health page
Live sample first → netkiln.com/p/demo. Free draft from your CSV; $19 unlocks the client-ready URL.
Related intents
Need a client-ready cash URL?
Netkiln turns a Stripe or PayPal payouts CSV into a public revenue-health page — score, fees, refunds, daily net. Preview the sample, then paste yours.
Also from Cashkiln
- Netkiln sample — client-ready revenue-health page from a payouts CSV ($19 clean unlock)
- Tillkiln — scan checkout leaks before you buy more ads
- Free leak checklist — six operator checks
Deep-dive report — $29
Self-serve checklist expansion for this query family. PayPal Checkout. No call.