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Project Completion Handover
Product
Caller Edge
Touch level
Low
Client Stage
CS - New Client Activation
Journey Point
3
Territory
NZ
Sent by
Implementation Account Manager
Salesforce Folder
CallerEdgeLTNZ
Salesforce Folder Path
NZ > CS - New Client Activation (Low Touch) > Caller Edge
Email template status
Live


Hi [hl][Client Name][/hl]
That’s a wrap! I’ve made the final checks to your suite of productions, and everything sounds great. So, what next?
First up, meet [hl][NEW ACCOUNT MANAGER FULL NAME][/hl], your long-term Account Manager. They’ll be your main point of contact from now on, and will be in touch soon to arrange a Partnership Planning Session.
Want to reach out before then? Book time here: [hl][ZOOM SCHEDULER LINK][/hl]
As discussed, [hl][INSERT SUMMARY OF WHAT PRODUCTS ARE LIVE][/hl].
[hl]As per your preference[/hl], the following assets included in your package are still pending, as we’re waiting on some more information from you:
- [hl]Auto Attendant[/hl]
- [hl]On-Hold Marketing[/hl]
- [hl]Out of Hours[/hl]
- [hl]Business Voicemail[/hl]
- [hl]Audio Tool Kit[/hl]
We’re happy to pick these up whenever you’re ready, so please reach out as soon as possible.
Secondly, a quick reminder that all your invoices are stored and can be viewed via the Client Portal.
[hl]CCE SUPPORT[/hl]
[hl]Need help with your Complete Caller Experience service now it’s up and running? Our team is available any time. Just send any queries to 24-7@phmg.com for round-the-clock support.[/hl]
It’s been fantastic working with you at the start of what we hope to be a long, successful partnership. I look forward to seeing what you’ll achieve.
In the meantime, I’d love to hear your feedback on your experience so far in the form of a testimonial. Feel free to share whatever feels most relevant to you. This could be how we’ve supported your goals, any challenges we’ve helped overcome, or features you’ve particularly enjoyed.
Many thanks
[hl][IM NAME][/hl]