Client Walkthrough for Masonry

The Client Walkthrough workflow supports masonry contractors by ensuring clients review and approve work before final closeout. It includes inspecting walls, joints, finishes, and structural integrity, addressing punch list items, and documenting approval. By following this process, masonry companies reduce disputes, prevent rework, and strengthen professionalism. Clients benefit from direct communication and confidence in quality craftsmanship. Teams gain accountability through documented outcomes. With this workflow in place, masonry contractors can protect profitability, improve efficiency, and close projects with stronger trust and smoother final transitions.

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