SOP Templates > Landscaping > Project Closeout > Client Walkthrough
Client Walkthrough for Landscaping
The Client Walkthrough workflow supports landscaping contractors by involving clients in a detailed review of outdoor projects before closeout. It includes inspecting plantings, hardscapes, irrigation systems, and lighting while addressing punch list items. Teams also document client approvals for accountability. By following this process, landscaping companies reduce disputes, improve communication, and protect profitability. Clients benefit from transparency and confidence that their project is complete as promised. With this workflow in place, landscaping contractors can strengthen credibility, enhance professionalism, and close projects with smoother client satisfaction.
Schedule walkthrough with client once project is near completion
Verify all work is complete or near completion prior to meeting
Clean and prepare the job site for presentation
Bring plans, scope of work, and any change orders for reference
Walk the site with the client and review all key areas
Explain systems, finishes, or features as needed
Address any client questions or concerns on the spot
Create a punch list of any final touch-ups or corrections
Agree on punch list scope and timeline for completion
Have client sign off on punch list if applicable
Provide warranties, manuals, or care instructions
Confirm client satisfaction and explain next steps for closeout
Thank client and request referral or review, if appropriate
Log walkthrough notes and archive for project records
1
Matt Richards
Completed June 23
View how-to · 7 Steps
2
Sandra Nichols
Completed June 24
View how-to · 7 Steps
3
Assign Member
June 25
View how-to · 6 Steps
4
Assign Member
June 26
View how-to · 5 Steps
Run this checklist, don't just read it.
Click Book a Demo to run this checklist on your next project.
- Assign your crew
- Automate reminders
- Verify it got done right