Client Walkthrough for Home Builder
The Client Walkthrough workflow helps home builders and remodelers close projects with confidence and professionalism. It includes touring the completed property with the client, reviewing finishes, addressing punch list items, and explaining system operations. By standardizing this process, builders reduce misunderstandings, prevent warranty issues, and strengthen trust. Clients benefit from transparency, hands-on orientation, and assurance that expectations are met. Teams gain accountability through documented feedback and final sign-offs. With this workflow in place, home builders can protect profitability, improve client satisfaction, and create lasting relationships while handing off projects that reflect consistent quality and care.
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
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