Post-Project Relationship Management for Site Preparation

The Post-Project Relationship Management workflow provides site preparation contractors with a dependable way to sustain client relationships after project completion. It includes follow-up communication, performance checks, warranty reminders, and requests for referrals. Managers document outcomes to monitor satisfaction and identify future opportunities. By standardizing this workflow, site prep companies enhance their reputation, improve retention, and expand business networks. Clients benefit from transparent communication and ongoing support. Teams gain accountability with documented records. With this workflow in place, site preparation contractors can strengthen professionalism, improve service quality, and deliver projects more reliably while building trust beyond the jobsite.

Send a thank-you message or card after final sign-off

Follow up within 1–2 weeks to check in on client satisfaction

Provide warranty information, maintenance tips, or seasonal reminders

Request feedback through a short survey or personal call

Ask for a testimonial, review, or referral if appropriate

Add client to CRM with tags for project type, follow-up, and preferences

Schedule future touchpoints (e.g., 6-month or 1-year check-in)

Share relevant updates, promotions, or seasonal service offerings

Invite past clients to company events or community engagements

Monitor for service requests or warranty issues and respond promptly

Track communication history and relationship notes in CRM

Use client insights to improve services and communication going forward