Client Onboarding for Site Preparation

The Client Onboarding workflow helps site preparation contractors transition clients smoothly into the project phase. It includes confirming scope, reviewing site conditions, establishing timelines, and clarifying communication expectations. By standardizing this workflow, contractors reduce confusion, improve professionalism, and build stronger client relationships. Clients benefit from transparency and timely communication, while sales teams gain organization and accountability. With this onboarding system in place, site prep companies can improve satisfaction, strengthen trust, and ensure each project begins on a strong, professional foundation.

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