Client Onboarding for Roofing

The Client Onboarding workflow provides roofing contractors with a structured method for guiding clients after a contract is signed. It covers welcome communication, project scheduling, site preparation details, and safety expectations. By following this system, roofing companies improve professionalism, reduce confusion, and ensure clients feel confident moving forward. Sales teams gain consistency and accountability, while clients benefit from clear communication and peace of mind. With this onboarding workflow in place, roofing contractors can build stronger relationships, increase customer satisfaction, and set each 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