Client Onboarding for Concrete
The Client Onboarding workflow provides concrete contractors with a reliable process for transitioning clients from signed agreements to project preparation. It includes confirming specifications, reviewing timelines, discussing site access, and clarifying communication. By standardizing this workflow, contractors improve professionalism, reduce errors, and increase client confidence. Sales teams gain organization and accountability, while clients appreciate clear, transparent communication. With this onboarding system in place, concrete companies can strengthen trust, improve satisfaction, and set every job up for a smooth start and successful finish.
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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