E-mail Template | When The Refinement Phase Ends

Subject: [Project Name] - Refinement Phase Successfully Completed

Dear [Client Name],

I hope this email finds you well. I'm pleased to inform you that we have completed the Refinement Phase of [Project Name]. This is an important milestone in our project journey, and I wanted to take a moment to summarize what we've accomplished together and outline the next steps.

During the refinement phase, we:

Gained a comprehensive understanding of the business requirements and goals, refining the scope to define features and functionalities for v1.
Established clear expectations regarding timelines, deliverables, and resource requirements.
Conducted an Onboarding Meeting to introduce our team, clarify the project vision, and establish effective communication channels between our teams.
Validated the technical feasibility of implementing the requested features by assessing and documenting platform-specific technical needs and constraints.
Developed comprehensive documentation, including data sheets and user flows, to outline user journeys and system interactions.
Aligned all stakeholders and established you, [Client POC Name], as our main point of contact.
Configured your access to our project management system (Plutio), and to the project's Slack Channel to facilitate ongoing collaboration.

What Happens Next

With the Refinement Phase now complete, we're ready to move forward to the Design Phase. Here's what you can expect:

From Our End:

Our design team will begin work on the project's visual and interactive elements
We'll schedule a Design Kickoff meeting within [X business days]
Regular design reviews will be established according to our agreed timeline

From Your End:

Ensure all stakeholders are available for the upcoming Design Kickoff meeting
Prepare any brand assets or design guidelines not yet shared
Be ready to provide timely feedback during design reviews to maintain our timeline

Project Dashboard

You can access all project documents, including the completed Data Sheet, User Flows, and Project Timeline, through your Plutio portal: [Plutio Link]

If you have any questions or need clarification on any aspect of the project as we transition to the Design Phase, please don't hesitate to reach out. I'm here to ensure a smooth progression through each phase of our project.

Thank you for your collaboration during this important phase. We're excited to bring your vision to life in the Design Phase.

Best regards,

[Your Signature]