Client Onboarding for Electrical
The Client Onboarding workflow provides electrical contractors with a clear framework for integrating new clients into the project cycle. It includes confirming service requirements, reviewing safety protocols, establishing timelines, and clarifying communication channels. By following this workflow, electrical companies reduce errors, improve professionalism, and increase client confidence. Sales teams gain efficiency and accountability, while clients appreciate transparency and organization. With a structured onboarding process in place, electrical contractors strengthen trust, boost satisfaction, and position each project for successful execution from the start.
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
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.