Commercial Closeout
Client closeout email after 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. Adjust based on whether approval has already been received or the project is awaiting scheme assessment.
Subject
[{AExxx}] {Client} - Project Closeout
Template
Hi {ClientName},
We are now closing out the {AExxx} {Project name} project.
Final status:
- VEU Activity 44: {Approved / Submitted / Not applicable} - {Application ID}
- ESS IHEAB: {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}
Notes / placeholders
- Confirm final invoice and debrief actions internally before marking the project closed.
- Save approval emails and portal screenshots in the submission folder.