CLIENT EMAIL TEMPLATES

Project handover email template.

Send a clear project handover with deliverables, access instructions, known limitations, ownership of next steps and a request for receipt confirmation.

See the completed example ↓

WHEN TO USE IT

A clearer next step.

Use this when delivering agreed work or transferring responsibility. A handover should make it easy for the recipient to locate the files and understand what still requires their attention.

SEE IT IN CONTEXT

A completed example.

Fictional details · illustrative amounts

Copy-ready template

Subject: [Project name] — handover and next steps

Hi [client name],

The agreed deliverables for [project name] are ready:
[list deliverables and file locations]

To get started:
[access steps and relevant documentation]

Please note the following open items or limitations:
[list, or state that there are none known within the agreed scope]

The next steps are [actions, owners and dates]. Any ongoing support will follow [the agreed support arrangement / a separate agreement].

Please confirm that you can access the files and let me know if anything in the handover is unclear.

Thank you,
[your name]

Completed example

Subject: Brand identity project — handover and next steps

Hi Taylor,

The agreed deliverables for the brand identity project are ready: the logo variations, color palette, typography guide and digital artwork exports. They are in the shared project folder.

Start with the usage guide, then use the named export folders for web and print artwork.

The remaining item is your print supplier’s confirmation of its preferred file specifications. Taylor will confirm those by 30 September. Any ongoing design support will follow a separate agreement.

Please confirm that you can access the files and let me know if anything in the handover is unclear.

Thank you,
Alex

KEEP YOUR WORK MOVING

The next step, in your browser.

Use the invoice generator alongside this template to prepare your next document or work through the numbers.

Invoice generator

GOOD TO KNOW

A few useful answers.

How do I use this email template?

Copy the template or download the text file, replace every bracketed detail and verify the project or payment references. Add any attachments yourself and send through your usual email service.

Can I edit and reuse it?

Yes. Adapt it for your own work and keep a copy for future use. The website does not send emails or add attachments for you.

Are the completed example details real?

No. Names, dates, amounts and scenarios in the completed example are illustrative. They show how to organize the document; they are not recommended fees, actual payment instructions or records of a real transaction.

Keep a good thing going.

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