Client Walkthrough for Landscaping

The Client Walkthrough workflow supports landscaping contractors by involving clients in a detailed review of outdoor projects before closeout. It includes inspecting plantings, hardscapes, irrigation systems, and lighting while addressing punch list items. Teams also document client approvals for accountability. By following this process, landscaping companies reduce disputes, improve communication, and protect profitability. Clients benefit from transparency and confidence that their project is complete as promised. With this workflow in place, landscaping contractors can strengthen credibility, enhance professionalism, and close projects with smoother client satisfaction.

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