Post-Project Relationship Management for Home Builder
The Post-Project Relationship Management workflow helps home builders and remodelers maintain client connections after construction is complete. It includes sending follow-up communications, gathering feedback, offering maintenance tips, and introducing clients to future services. Managers track interactions to identify opportunities for referrals and repeat business. By standardizing this workflow, builders strengthen long-term trust, improve client satisfaction, and foster brand loyalty. Homeowners benefit from ongoing support and clear communication even after project handoff. Teams gain accountability with documented follow-ups. With this workflow in place, home builders can strengthen professionalism, grow their reputation, and create new business opportunities through consistent relationship management.
Send a thank-you message or card after final sign-off
Follow up within 1–2 weeks to check in on client satisfaction
Provide warranty information, maintenance tips, or seasonal reminders
Request feedback through a short survey or personal call
Ask for a testimonial, review, or referral if appropriate
Add client to CRM with tags for project type, follow-up, and preferences
Schedule future touchpoints (e.g., 6-month or 1-year check-in)
Share relevant updates, promotions, or seasonal service offerings
Invite past clients to company events or community engagements
Monitor for service requests or warranty issues and respond promptly
Track communication history and relationship notes in CRM
Use client insights to improve services and communication going forward
Send a thank-you message or card after final sign-off
Follow up within 1–2 weeks to check in on client satisfaction
Provide warranty information, maintenance tips, or seasonal reminders
Request feedback through a short survey or personal call
Ask for a testimonial, review, or referral if appropriate
Add client to CRM with tags for project type, follow-up, and preferences
Schedule future touchpoints (e.g., 6-month or 1-year check-in)
Share relevant updates, promotions, or seasonal service offerings
Invite past clients to company events or community engagements
Monitor for service requests or warranty issues and respond promptly
Track communication history and relationship notes in CRM
Use client insights to improve services and communication going forward
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