Client Onboarding for Home Builder

The Client Onboarding workflow helps home builders and remodelers deliver a smooth transition from signed contract to active project. It includes welcoming clients, confirming project details, reviewing timelines, and clarifying communication expectations. By standardizing onboarding, builders create consistency, reduce misunderstandings, and establish trust from day one. Clients appreciate the clarity and professionalism, while sales teams benefit from efficiency and accountability. With this workflow in place, home builders strengthen relationships, improve client satisfaction, and set projects up for long-term success.

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