5 Effective Handover Email to Client Sample Templates for Seamless Transitions

It’s no secret that crafting the perfect handover email to a client can be a daunting task. With so many details to cover, it’s easy to feel overwhelmed and unsure of where to even begin. If you’re feeling stuck, don’t worry – you’re not alone.

Fortunately, there are plenty of handover email to client samples out there to help guide you through the process. By providing some examples of what a successful handover email entails, you’ll be able to tweak and customize the language as needed to fit your particular industry and client.

Whether you’re handing off a project or passing the torch to a new team member, a well-written handover email can set everyone up for success. So if you’re ready to dive in and start crafting your own handover email, let’s get started.

The Perfect Handover Email Structure for Clients

Handing over a project to a client can be nerve-wracking. Whether you’re a freelancer or an agency, sending off a project can feel like letting go of your baby. However, a well-crafted handover email can ease your client’s concerns and prepare them for taking ownership of the project. Here’s the best structure for a handover email:

Opening Message

Begin by thanking the client for the opportunity to work on the project. Use positive language and highlight any successes, such as achieving project goals or completing tasks within the deadline. This sets a positive tone for your client, making them feel appreciated and confident about the project.

Overview of Project Deliverables

Provide a clear overview of the deliverables, including any final changes or updates that were made. This section may include links to relevant files or documents. Be sure to speak in terms that the client can understand, avoiding technical jargon that may confuse them.

Responsibility Handover

It’s important to clearly outline what you expect of the client at this stage, such as payment and any handover procedures. Provide a timeline for the next steps and detail what you need from the client to ensure a smooth transfer of responsibility. If there are any warranties or guarantees in place, remind the client of these and offer any necessary support.

Contact and Support Information

Let the client know how they can get in touch with you in case they have any post-handover queries. Provide your contact information and offer support to help them manage and maintain the project. This shows that you’re invested in the project’s success and are committed to providing ongoing support even after the handover phase.

By following this structure, you can provide a clear and comprehensive handover email that shows your expertise and professionalism. Remember, a well-prepared handover improves client trust, fosters a positive relationship and ensures project success.

Handover Email to Client Sample for Project Completion

Handover Email to Client Sample for Project Completion

Dear [Client Name],

We are pleased to inform you that your project has now been completed successfully with all the deliverables being met on time and under budget. We appreciate your cooperation and support throughout the project, which played a significant role in the positive outcome.

The project was completed in accordance with the specifications outlined in the contract while meeting the quality standards that were established at the beginning of the project. Our team is proud of the work we have done and confident that the final deliverables will meet your expectations. We will be providing you with a detailed handover report outlining the project milestones, final deliverables, and other relevant documentation as soon as possible.

Thank you for engaging us for this project. It has been a pleasure serving you.

Sincerely,

[Your Name]

Handover Email to Client Sample for Change of Account Manager

Handover Email to Client Sample for Change of Account Manager

Dear [Client Name],

I hope this email finds you well. I would like to inform you that [current account manager’s name] will no longer be handling your account as they have moved on to other responsibilities within our organization. I would like to personally introduce myself as your new account manager.

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I would like to assure you that the transition between account managers will be smooth, and all your enquiries, requests, and other related communication will be handled without any delays. I am familiar with your needs and requirements, and I have been working closely with [current account manager’s name] to ensure a seamless handover of your account.

Feel free to contact me for any assistance, and I will be happy to help. I look forward to working with you and taking over the responsibility of managing your account. Thank you for your time and trust.

Best regards,

[Your Name]

Handover Email to Client Sample for Leave of Absence

Handover Email to Client Sample for Leave of Absence

Dear [Client Name],

I am writing this email to inform you that I will be going on a leave of absence from [start date] to [end date] due to personal reasons. During my absence, [colleague’s name] will be handling all the activities on your account to ensure that there are no delays or interruptions.

[Colleague’s name] has been briefed about your account, including your requirements and specifications. Please be assured that they are fully capable of handling your account and will ensure that you receive the same quality of service that you have come to expect.

If there are any pressing issues that you need assistance with, please do not hesitate to contact [colleague’s name]. They will be happy to help in any way they can. Thank you for your understanding in this matter.

Best regards,

[Your Name]

Handover Email to Client Sample for Resignation

Handover Email to Client Sample for Resignation

Dear [Client Name],

I am writing this email to inform you that I am resigning from my position at [company name]. My last day at work will be on [date], after which I will no longer be a part of the company. I wanted to take this opportunity to thank you for your support and cooperation throughout my tenure in this company.

During my notice period, I will ensure that there is a smooth transition of your account. [Colleague’s name] will be taking over as the new account manager, and they will be responsible for managing your account, with assistance from the rest of the team.

Please do not hesitate to contact me if you have any questions, and I will be happy to assist in any way I can. Once again, thank you for the opportunity to work with you and your team.

Sincerely,

[Your Name]

Handover Email to Client Sample for Technical Support

Handover Email to Client Sample for Technical Support

Dear [Client Name],

I am writing this email to inform you that [technical support staff’s name] is no longer with [company name]. I would like to assure you that we have a qualified team in place that will be able to assist you with any technical issues you may encounter.

Our technical support team is well-equipped with knowledge and expertise necessary to ensure that your technical issues are resolved quickly and efficiently. In case you need to reach out to our technical support team, please send an email to [support email] or call our support hotline at [support phone number].

We value your business and understand that any technical issues may affect your operations, and we are committed to providing you with the best possible service. Thank you for your understanding in this matter.

Best regards,

[Your Name]

Handover Email to Client Sample for Product Support

Handover Email to Client Sample for Product Support

Dear [Client Name],

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Thank you for your continued support as a customer of [company name]. I am writing this email to inform you that [product support staff’s name] is no longer with our company. However, we assure you that our new team is well trained and equipped with the necessary skills to provide you with the assistance you need.

In case you encounter any issues with our products, please call our support hotline at [support phone number] or send an email to [support email]. Our support team will be happy to assist you with any inquiries and ensure that your issues are resolved quickly and efficiently.

We are committed to providing you with the best possible service and ensuring that your experience as our customer is seamless. If you have any concerns or questions, please do not hesitate to contact me or anyone on our team. Thank you for your continued trust and support.

Best regards,

[Your Name]

Handover Email to Client Sample for Operational Changes

Handover Email to Client Sample for Operational Changes

Dear [Client Name],

I am writing this email to inform you of some operational changes that we are making at [company name]. These changes are aimed at improving our services and ensuring that we continue to provide you with the best possible service.

One of the significant changes is our new billing system, which we believe will be more efficient and accurate. We have also reorganized our team to ensure that we have dedicated staff for each account, which will allow us to provide you with more personalized service.

We believe that these changes will start affecting your account from next month. We will be providing you with a detailed report outlining how these changes will impact your account and any actions you might need to take.

If you have any concerns or questions regarding the operational changes, please do not hesitate to contact me or anyone on our team. Thank you for your continued trust and support.

Best regards,

[Your Name]

Tips for Writing a Successful Handover Email to Clients

A handover email to a client is an important task that requires you to provide all necessary information in a clear and concise manner. This email serves as a guide to clients about the work that has been done and the steps taken to resolve issues. In this article, we’ll discuss a few tips for writing a successful handover email to clients.

1. Summarize the work that has been done

The first step in writing a successful handover email to clients is summarizing the work that has been done. This section should include a brief overview of the work completed, its results, and the timeline for delivery. Make sure to use clear and concise language so that the client can easily understand the information.

2. Provide a quick status update

Ensure that you provide the client with a quick status update about the project progress. This will help the client to understand the current status of the project and how it fits into their overall goals. If there are any issues or delays, be candid about the status. The client will appreciate your honesty and transparency.

3. Include important details and attachments

Make sure to provide all important details, such as any specific instructions for the client, any changes that have been made, and any outstanding issues that need attention. Ensure that you include all attachments that are necessary, such as documents and reports that support the work that has been done. You may want to organize the attachments in such a way that it is easy for the client to access the information that they need.

4. Provide next steps and contact information

It is important to provide the client with the next steps in the project. This may include any follow-up that is needed or any additional work that must be done. Ensure that you provide the client with your contact information in case they have any additional questions or concerns. Keep your communication channels open, and be responsive to the client’s needs.

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5. Be positive and reiterate your willingness to help

Your handover email should end with a positive note, reiterating your willingness to help the client. Always show the client that you are committed to helping them succeed, and that you are there to offer support whenever they need it. This will help to build trust between you and the client, and it is also great for your personal brand.

In conclusion, a handover email to a client is an essential task that requires attention to detail and clear communication. By following these tips, you can write an effective and successful handover email that will delight your client.

Handover Email FAQs


What is a handover email?

A handover email is a formal document that outlines the status of a project, lists tasks that have been completed, and informs the client of any necessary information for the project’s continued success after the handover.

When should I send a handover email?

You should send a handover email when you are about to complete a project or task assigned to you by a client. This will ensure a seamless transition and inform the client of any relevant information.

What should I include in a handover email?

You should include a project summary, a list of completed tasks, any relevant files or documents, and details on next steps for the client to take over the project or task.

Who should receive the handover email?

The handover email should be sent to the client or stakeholders involved in the project or task.

What tone should I use in the handover email?

You should keep the tone of the handover email professional and courteous. Avoid negativity or personal opinions.

Is it necessary to follow up after sending a handover email?

It is a good idea to follow up with the client after sending a handover email to ensure they have received it and address any questions or concerns they may have.

Can I use a template for the handover email?

Yes, you can use a template as a starting point for your handover email. However, make sure to customize it to fit the specific project or task.

What if the client isn’t satisfied with the handover?

If the client isn’t satisfied with the handover, it is important to address their concerns and make necessary adjustments to ensure their satisfaction.

Can I include recommendations in the handover email?

Yes, you can include recommendations in the handover email, but make sure they are relevant and appropriate for the project or task.

Is it necessary to include a deadline in the handover email?

If there is a deadline for the project or task, it is important to include it in the handover email to ensure the client is aware of when it needs to be completed.

That’s a wrap!

And that is how you write a handover email to a client. Hope this sample has helped you of some use. Don’t forget to customize according to your particular situation, and keep in mind the tone of your email. It’s always important to be professional, clear, and concise. Thanks for reading, and visit us again for more writing tips!

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