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Project Completion Handover
Product
Caller Essentials
Touch level
Low
Client Stage
CS - New Client Activation
Journey Point
3
Territory
IRE
Sent by
Implementation Account Manager
Salesforce Folder
CallerEssentialsLTIRE
Salesforce Folder Path
IRE > CS - New Client Activation (Low Touch) > Caller Essentials
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 in touch soon to arrange a Partnership Planning Session.
Want to reach out before then? Book time here: [hl][ZOOM SCHEDULER LINK][/hl]
Secondly, a quick reminder that all your invoices are stored and can be viewed via the Client Portal.
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]