Project Completion / Handoff
Communicate project completion, deliver final work product, and transition the client to ongoing support.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends a project completion and handoff summary to a client once all deliverables have been finalized.
- Project completion notice
- Final deliverables handoff
- Project close-out email
Fields your team can fill in
To
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Cc
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Subject
project_name — Project Complete
final-deliverables
Hi client_first_name,
I'm pleased to formally mark project_name as complete. This is a significant milestone, and I want to take a moment to acknowledge the hard work that both teams put in to get here.
PROJECT CLOSE SUMMARY
• Project: project_name
• Completion Date: completion_date
• Deliverables: deliverables_summary
The final deliverables package is attached to this email. Please review each item and confirm receipt. If anything is missing or doesn't match what was agreed upon, let me know within 5 business days so we can address it promptly.
WARRANTY & SUPPORT
• Warranty Period: warranty_period
• Support Contact: support_contact
During the warranty period, we'll address any defects or issues attributable to our work at no additional charge. This does not cover changes in requirements, third-party system issues, or new feature requests — those would be handled under a separate engagement.
WHAT TO DO NEXT
• Review and archive your deliverables in a secure location
• Ensure relevant internal stakeholders have access to documentation
• Reach out to support_contact for any post-launch questions
It has been a genuine pleasure working on this project. If you ever need us again — for ongoing support, a new initiative, or a referral for a colleague — please don't hesitate to reach out at me::phone.
Workflow context
When to use this workflow
Use this workflow when a client project is complete and the team needs to deliver final materials, confirm support details, and transition the client to the next phase.
What this replaces
This replaces rebuilding completion emails, manually attaching final deliverables, and retyping warranty, support, and closeout instructions.
Why teams standardize this email
Project closeout is where loose ends often appear. A standard workflow helps teams make the handoff complete, clear, and reviewable before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the project completion and handoff email in Outlook
- Prompts for client name, project name, completion date, deliverables summary, warranty period, support contact, and phone number
- Adds a project completion subject line
- Can require the final deliverables package attachment
- Keeps the email editable for project-specific context
FAQ
Does Toggles create the final deliverables package?
No. Toggles can require the deliverables attachment, but the package comes from your project process.
Can support contact details be customized?
Yes. The workflow prompts for the support contact and keeps the draft editable.
Can this be used for implementation or consulting projects?
Yes. It fits client-facing project work where final deliverables and support transition need to be communicated clearly.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
Email workflow audit
Make sure this is the right workflow to standardize first
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.