Client Onboarding for Painting
The Client Onboarding workflow helps painting contractors create consistency in how they welcome and engage clients after contracts are signed. It covers reviewing scope, confirming colors and materials, setting timelines, and outlining communication steps. By using this system, painting companies reduce confusion, strengthen client trust, and reinforce professionalism. Clients benefit from clear expectations and timely updates, while sales staff gain accountability and efficiency. With this onboarding workflow in place, painting contractors can improve satisfaction, build stronger relationships, and set projects up for successful, on-time completion.
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
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