Client Handover Pack (Close Out Binder) Template

Finish strong. Leave a lasting impression. Set yourself apart.

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‼️ Note: This template is included as part of Design Business Bootcamp, my business mentorship program for designers and architects. 

Don’t Let the Final Stage Be an Afterthought

You’ve poured months of work into the design, the execution, the client experience.

And then it ends…with some loose manuals and emails?

The Client Handover Pack (also known as a Closeout Binder, Completion Pack or Project Manual) gives you a polished, professional way to wrap up your projects — and leave your client thinking “Wow. That was next-level.”

It’s the designer’s version of a luxury bow on a finished home.

Why This Template Is a Must-Have

✅ Creates a premium, branded leave-behind clients will keep for years

✅ Helps you close projects with confidence and clarity

✅ Shows clients exactly how to maintain and care for their home - with no guesswork

✅ Includes space for all final documents, manuals, warranties, contacts and certificates

✅ Gives you a system you can use again and again for every project

✅ Designed in Canva - fully editable, no design skills needed

✅ Reflects your attention to detail and commitment to service (aka: makes you referable!!!)

What’s Included

📄 A fully customisable Canva template with sections for:

• ✅ Project Overview + Final Checklist

• ✅ Contact List of Key Trades + Suppliers

• ✅ Final “As Built” Plans

• ✅ Approvals, Permits + Compliance Certificates

• ✅ Warranties + Guarantees

• ✅ Product Manuals + Appliance Instructions

• ✅ Materials, Finishes + Paint Colours Used

• ✅ Suggested Maintenance Schedule (pre-written, ready to use)

💡 All sections are editable — tailor them to suit each project or client.

What It’s For

🏡 Residential design or renovation projects

📦 Builders, designers and architects handing over completed spaces

📚 Clients who want a clear record of what was installed, where and how to maintain it

✨ Anyone who wants to stand out from the sea of average service providers

Good to Know

⭐️ One-time purchase - use for every project, no ongoing fees

⭐️ Fully customisable in Canva (free version is fine)

⭐️ Includes setup video instructions

⭐️ Delivered instantly to your inbox

⭐️ You’ll need to create the physical folder to hand to your client - this is the content template

⭐️ Pays for itself in one smooth project close-out

⭐️ Looks incredible printed and bound - a real “wow” moment for clients

🥳 READ TESTIMONIALS FROM HAPPY DESIGNERS HERE

You Designed the Space. Now Finish the Experience.

Most designers drop the ball in the final stage.

This template helps you finish strong - and be the one clients actually recommend to their friends.

📥 Delivered instantly. Ready to customise today.

📩 This is a digital product. All sales are final.