Client Onboarding for Drywall
The Client Onboarding workflow supports drywall contractors by standardizing how new clients are introduced to the project process. It includes confirming scope, reviewing timelines, explaining communication methods, and providing next steps. By using this workflow, drywall companies reduce miscommunication, improve client confidence, and create a professional first impression. Sales teams gain efficiency and consistency, while clients appreciate transparency and organization. With this onboarding system in place, drywall contractors strengthen trust, improve satisfaction, and position every project for smoother execution.
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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