Client Walkthrough for Site Preparation

The Client Walkthrough workflow provides site preparation contractors with a structured process for reviewing work with clients before closeout. It includes verifying grading, drainage, compaction, and utility preparation, while resolving punch list items. By standardizing this process, contractors reduce disputes, improve efficiency, and protect profitability. Clients benefit from transparency and assurance that site conditions meet project requirements. Teams gain accountability through documented approvals and follow-ups. With this workflow in place, site prep companies can strengthen professionalism, improve client trust, and deliver projects with smoother and more reliable closeouts.

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