SOP Templates > Electrical > Project Closeout > Client Walkthrough

Client Walkthrough for Electrical

The Client Walkthrough workflow provides electrical contractors with a structured checklist for reviewing finished projects with clients. It covers demonstrating system functions, reviewing panel labeling, answering questions, and addressing punch list items before final approval. By using this workflow, electricians reduce warranty issues, prevent disputes, and strengthen professionalism. Clients benefit from transparency, confidence in compliance, and reassurance about safety. Teams gain accountability by documenting walkthrough outcomes and client sign-offs. With this workflow in place, electrical contractors can protect profitability, improve efficiency, and close projects more reliably while building long-term trust.

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