Residential Closeout
Client closeout email after residential submission, approval, or final deliverables.
When to use
Send when the project is ready to close or when all submissions/approvals/final files have been provided.
Subject
[{AExxx}] {Client} - Project Closeout
Template
Hi {ClientName},
We are now closing out the {AExxx} {Project name} project.
Final status:
- CER/SRES: {Approved / Submitted / Not applicable} - {Application ID}
- VEU: {Approved / Submitted / Not applicable} - {Application ID}
- NSW ESS: {Approved / Submitted / Not applicable} - {Application ID}
Final files have been saved in the project folder here:
{SharePoint Folder Link}
Outstanding items:
{State “None” or list any remaining action, such as waiting on scheme approval, final invoice, or client-side portal action.}
Thank you for your help throughout the project. If any scheme administrator correspondence comes through after closeout, please forward it to us and we can advise on next steps.
Kind regards,
{SenderName}