Description
A project close-out structure covering the final delivery checklist, a close-out email template, and a post-project check-in framework for 30 and 90 days after delivery.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Final delivery checklist covering handover items and file formats
- Project close-out email template
- 30-day and 90-day post-project check-in framework
Who it’s for
Useful if your projects tend to fade out rather than close properly, or if you lose touch with clients immediately after delivery and miss opportunities for follow-up work. Not useful if your client relationship is ongoing and there is no clear project end point.
If it works
If you use the close-out email on the same day as final delivery and set reminders for the post-project check-ins immediately, you will stay in touch with past clients in a way that most freelancers do not. That contact is the most efficient source of repeat work and referrals.
Post-project check-ins only lead to more work if the original project went well. They do not repair a difficult relationship.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
