support checklist for client delivery

A practical copy pattern for support checklist. Adapt it to the exact product policy, delivery path, license terms, and support page your store publishes.

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Use case

A customer asks whether they can deliver a template, exported file, or final result to their own client.

Writing rule

Avoid checkout, custom quote, or manual service promises. Do not promise commercial use, transfer, resale, or client delivery rights unless the published license allows it.

Compliance note

This is a self-serve copy resource, not a checkout, waitlist, custom quote, license review, transfer service, or manual delivery offer.

Draft copy

Hi [name], Thanks for checking. I understand this question is about client delivery. The published product page, delivery policy, and license terms are the source of truth for who can access or use the digital product. If support needs to locate an existing order, please send only the order number or purchase email through our official support route. Please do not send passwords, one-time codes, full card numbers, account access, mailbox access, private files, API keys, private links, IDs, or remote access. This reply does not add new permissions, recipient transfer rights, email reassignment, team access, family sharing, classroom use, client handoff rights, bulk delivery, or manual setup unless those options are already published. Thanks, [store name]

Customize safely

Replace the scenario with the exact customer question, then link to the policy that already covers access, sharing, recipient, or license boundaries.

Useful support route

Link to Terms, Delivery & Support, product status, product preview, Acceptable Use, or Contact.

Do not overclaim

Do not promise account transfer, recipient email changes, team licenses, bulk access, client delivery, classroom rights, or family sharing unless published.

Checklist

Does the reply avoid creating new license rights?
Does it avoid sensitive data requests?
Does it separate purchaser, recipient, and user roles?
Does it route to public policy pages?
Does it avoid checkout, waitlist, or custom-service language?