Client off-boarding and revenue share

What off-boarding is for

An agency builds a whole delivery system for a client: context, workers, integrations, projects and a year of task history. When the engagement ends, that system usually dies with it. Off-boarding turns that ending into a handover — the client keeps their workspace as their own organization, and the agency keeps a revenue share on the subscription that follows.

It also removes the lock-in objection from the sale: you can promise on the first call that what you build is theirs.

What moves

• •The client record itself, plus every task, project, and their full history.
• •Task receipts and the transparency-log entries behind them — the chain stays verifiable after the move.
• •Shared context, decisions, issues, timeline events, instincts and memories scoped to that client.
• •Client credentials, integration connections and intake rules.
• •Client members, who become members of the new organization; the accepting person becomes its owner.
• •Workers dedicated to that client, including hosted micro-workers and VM instances. Workers shared with your other clients stay with you and simply lose the scope.

How to run one

• •On Clients, open the client and choose Propose off-board. Tango previews exactly what would move.
• •Nominate the person on the client side who accepts — they need a Tango account, so add them to the client first if needed.
• •Set the new organization's name and your revenue share percentage, and add a note if you want.
• •The nominee sees the offer on their Organization page and accepts or declines. Nothing moves until they accept.
• •On acceptance the new organization is created, everything transfers in one transaction, and a referral record starts.

The revenue share

The accepted off-board records a referral from your organization to theirs at the agreed percentage. It appears under Referred organizations on your Organization page, with the start date and status, and applies to their subscription for as long as they stay on Tango. Ending a referral is explicit and recorded.

Both the request and the completed transfer are written to the audit and transparency log on both sides, so neither party can quietly rewrite what happened.