Client Onboarding for Masonry

The Client Onboarding workflow supports masonry contractors by providing a structured approach to client engagement after contracts are finalized. It covers reviewing project scope, discussing material selections, confirming timelines, and clarifying expectations. By following this system, masonry companies reduce miscommunication, improve professionalism, and build stronger client trust. Clients benefit from transparency and organization, while sales teams gain accountability and consistency. With this onboarding workflow in place, masonry contractors can improve satisfaction, increase efficiency, and set every project on a path to 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