Contract Creation & Execution for Site Preparation
The Contract Creation & Execution process helps site preparation contractors standardize how agreements are prepared and finalized. It covers documenting site conditions, excavation requirements, equipment needs, labor, and timelines in a professional format. By using this process, contractors reduce disputes, improve client communication, and protect profitability. The workflow also increases efficiency and accountability across sales teams. Clients benefit from transparent contracts that set expectations upfront and build confidence. With this system in place, site prep companies can improve conversion rates, strengthen credibility, and grow their businesses by ensuring contracts are consistent, professional, and reliable.
Review approved proposal details
Choose appropriate contract template (lump sum, T&M, etc.)
Fill in project-specific information (scope, price, schedule, terms)
Include payment schedule and any milestone requirements
Add necessary legal language (warranties, change order terms, etc.)
Attach supporting documents (insurance, licenses, drawings, etc.)
Internally review contract for accuracy and completeness
Send draft to client for review
Answer any client questions or requested changes
Make revisions if needed and resend for approval
Send final contract for signature (electronic or in-person)
Confirm contract is signed by both parties
Save and file fully executed contract in project records
Notify internal team that contract is complete and project can begin
Review approved proposal details
Choose appropriate contract template (lump sum, T&M, etc.)
Fill in project-specific information (scope, price, schedule, terms)
Include payment schedule and any milestone requirements
Add necessary legal language (warranties, change order terms, etc.)
Attach supporting documents (insurance, licenses, drawings, etc.)
Internally review contract for accuracy and completeness
Send draft to client for review
Answer any client questions or requested changes
Make revisions if needed and resend for approval
Send final contract for signature (electronic or in-person)
Confirm contract is signed by both parties
Save and file fully executed contract in project records
Notify internal team that contract is complete and project can begin
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