SOP Templates > Painting > Project Closeout > Client Walkthrough

Client Walkthrough for Painting

The Client Walkthrough workflow provides painting contractors with a reliable system for reviewing finished work with clients. It covers inspecting surfaces, confirming color accuracy, addressing touch-ups, and documenting approval. By using this checklist, painting companies reduce callbacks, improve client satisfaction, and protect profitability. Clients benefit from transparency and confidence in a polished final product. Teams gain accountability and structure, ensuring feedback is addressed. With this workflow in place, painting contractors can strengthen professionalism, enhance efficiency, and close projects consistently while leaving lasting positive impressions.

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