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Send a project handover reply

A clean handover ends a project well and brings in referrals. Be clear about what is included and what is paid for.

Last reviewed

Congratulate them

Mark the finish with a warm note.

List what you are handing over

Name files, logins, source files and documents.

Check final payment

Say what is due before the handover, if your terms require it.

Explain how to access everything

Give links or a secure way to receive files.

Say what support remains

State any warranty period or how to ask for fixes.

Ask for a review

Invite a testimonial once they are happy.

Questions

When should we hand over files?

Follow your contract. Many hand over on final payment.

Do clients own the source files?

Depends on your terms. State it clearly in the contract.

Can the AI draft this?

It can draft the reply from your terms. A person sends the files.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.