Client Onboarding for Carpentry
The Client Onboarding workflow helps carpentry contractors create a professional, consistent client experience after contracts are signed. It covers welcoming clients, reviewing scope, confirming material selections, and outlining timelines. By standardizing onboarding, carpenters reduce confusion, increase transparency, and build stronger client trust. The workflow also helps sales teams stay organized and accountable while reinforcing professionalism. Clients benefit from clear expectations and reliable communication. With this system in place, carpentry companies can improve satisfaction, strengthen relationships, and ensure projects begin smoothly and confidently.
Confirm signed contract and project start date
Send welcome email or call to introduce the main point of contact
Share project timeline and key milestones with the client
Provide contact info for site supervisor or project manager
Review communication preferences (email, phone, text)
Go over payment schedule and invoicing process
Confirm access to site, keys, codes, or any necessary permissions
Review any HOA, city, or permit requirements with the client
Share expectations for job site cleanliness, safety, and hours
Set up internal kickoff meeting with project team
Deliver or confirm startup materials and documentation
Document all onboarding details in project management system
Schedule first site visit or workday
Maintain open line of communication during early stages
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