SlateSlateAll tools →
Workflow

Closing out a project: wrap, testimonial, usage rights

Don't leave the compound interest on the table.

The work's done, the client's happy, the money's in. Most production companies move on. The pros use this moment to send a clean wrap, ask for a testimonial, and lock down usage rights. Here's how.

1. Send a wrap report with the final invoice

A one-pager that recaps what was delivered, hours logged, deliverable links. Makes the last touchpoint feel professional — and gives the client something to forward internally.

🎞Project Wrap Report—→

2. Ask for a testimonial while the memory's fresh

Within 7 days of delivery, not three months later. Short, human ask — no 'please provide a formal quote' — with optional guiding questions. 1 in 3 will send something usable.

💬Testimonial Request Letter—→

3. Clarify usage rights if you didn't upfront

If your original contract didn't specify granular rights, send a usage license that defines what the client can use the footage for and for how long. Any use beyond that scope = additional license fee.

🔑Usage License—→

Three steps turn every project from a transaction into an asset. Your portfolio grows. Your testimonials compound. Your rights stay yours. Slate auto-prompts you through this flow when each invoice is marked paid.

Try Slate free →

10 projects free. No credit card.

FAQ

What is the Closing out a project: wrap, testimonial, usage rights workflow?
The work's done, the client's happy, the money's in. Most production companies move on. The pros use this moment to send a clean wrap, ask for a testimonial, and lock down usage rights. Here's how.
Who is this workflow for?
This workflow is built for independent video production companies and producer-owners.
What does this cost?
Every template and tool linked from this workflow is free. Slate (the paid app) is free up to 10 projects, then $9.99/mo Basic or $19.99/mo Pro.
How does this workflow work?
3 steps, in this order: Send a wrap report with the final invoice → Ask for a testimonial while the memory's fresh → Clarify usage rights if you didn't upfront. Each step links to a free fillable template you can complete and download as a PDF.

Other workflows

How to book a new video production client (start to signed)
From first email to money in the bank.
Shoot day: every document your crew needs before the call
Walk onto set with every form signed.
Getting paid: invoicing, chasing, and not losing money
Invoice, chase, track, deposit.
Legal stack: every contract + release a production company needs
Every document. Fillable. Free. Not legal advice.