Client Onboarding for Flooring

The Client Onboarding workflow provides flooring contractors with a structured system for welcoming clients and confirming project details. It covers documenting square footage, reviewing material selections, establishing timelines, and clarifying communication. By following this workflow, flooring companies improve professionalism, reduce errors, and increase client trust. Sales teams benefit from efficiency and consistency, while clients gain transparency and confidence. With this onboarding system in place, flooring contractors can strengthen relationships, improve satisfaction, and ensure each project starts smoothly and successfully.

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