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.
14 tasks
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
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