# Client Delivery Report Template

Use this after the cleaned file and tool-generated report are ready. Keep it factual, short, and tied to the agreed scope.

## Project

Client:

Project:

Delivery date:

Agreed use:

- Outreach
- CRM import
- Reporting
- Product upload
- Review
- Other:

## Files Delivered

- Cleaned file:
- Tool-generated cleaning report:
- Optional notes or workflow file:

## Scope Completed

Included in this delivery:

- Trimmed extra spaces in cells
- Normalized headers
- Removed exact duplicate rows
- Removed fully blank rows
- Counted remaining blank cells
- Prepared a cleaned CSV or agreed file format
- Included a short cleaning report

Not included unless separately quoted:

- Manual enrichment
- Private website scraping
- Login or account work
- Custom fuzzy duplicate matching
- Sales, reply, or revenue guarantees

## Cleaning Summary

Paste the key numbers from `csv-cleaner.html` or the downloaded report:

- Original data rows:
- Rows kept:
- Columns:
- Exact duplicate rows removed:
- Fully blank rows removed:
- Blank cells remaining:

## Review Notes

Before importing or using the file, please review:

- Rows with blank cells
- Any columns that affect outreach, CRM import, reporting, or product upload
- Duplicate rules if exact-match removal is not enough
- Any sensitive fields that should be removed before sharing further

## Client-Facing Delivery Message

Hi {client_name},

The cleaned spreadsheet is ready.

Included:

- Cleaned file: {cleaned_file_name}
- Cleaning report: {report_file_name}
- Notes on what changed and what still needs review

Summary:

- Original rows: {original_rows}
- Rows kept: {rows_kept}
- Exact duplicate rows removed: {duplicates_removed}
- Blank cells remaining: {blank_cells}

Please review any rows with blank values before import, outreach, upload, or reporting. If the quoted scope included a minor fix round, send any small correction within 3 days.

Thanks,
AI Workflow Studio

## Repeat Work Offer

Use only after delivery is accepted:

If you export this kind of file regularly, I can turn this into a repeat cleanup workflow for future exports. A small monthly cleanup package can include cleaned files, duplicate and blank-cell reports, and import-readiness notes.

## Internal Closeout

- [ ] Cleaned file sent
- [ ] Cleaning report sent
- [ ] Client-facing delivery message sent
- [ ] `payment-evidence-log.csv` updated
- [ ] `revenue-dashboard.html` status updated to won or delivered
- [ ] `daily-activity-log.csv` updated
- [ ] Review/referral/repeat-work follow-up scheduled
