Client Onboarding for Landscaping

The Client Onboarding workflow supports landscaping contractors by standardizing how new clients are introduced to the project process. It includes reviewing design details, confirming scope, setting timelines, and clarifying communication channels. By following this workflow, landscaping companies improve professionalism, reduce misunderstandings, and create consistency across teams. Clients benefit from clear expectations and reliable updates, while contractors gain accountability and efficiency. With this onboarding workflow in place, landscaping businesses can improve client satisfaction, build stronger trust, 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