Free Checklist for Landscape, Snow, and Lawn Care Contractors
Turn new contracts into long-term partnerships with our proven account management framework. Download the free checklist construction, service, and maintenance contractors trust.
A Complete Roadmap for Account Manager Success
This actionable checklist breaks down the critical first 90 days into four key phases:
- Day 0 – Handoff Meeting
- Day 30 – First Month Foundations
- Day 60 – Building Value
- Day 90 – Long-Term Success
Why Landscape Contractors Need a Client Onboarding Process
- Reduce Client Churn: Structured onboarding increases client retention by establishing clear communication and exceeding expectations from day one.
- Increase Revenue Per Client: Identify enhancement opportunities early and position upsells naturally within the first 90 days.
- Streamline Account Management: Give your team a repeatable framework that scales as you grow your client base.
- Improve Client Satisfaction: Regular check-ins and feedback loops ensure clients feel heard and valued.
- Build Referral Networks: Satisfied clients become your best source of new business through word-of-mouth referrals.
How to Use the Checklist
Simple. Actionable. Effective.
- Download the PDF and print copies for your account management team
- Customize the timeline based on your specific service offerings and contract terms
- Schedule activities in your project management system or CRM
- Track completion for each new client onboarding
- Measure results by monitoring retention rates and upsell conversion over time
Enhance Your Onboarding with SiteRecon's Property Intelligence Platform
While this checklist works with any workflow, landscape contractors using SiteRecon.ai can automate and enhance every step:
- Digital Property Mapping: Replace manual site inventories with AI-powered property takeoffs
- Visual Site Reports: Generate photo-documented reports that clients actually read
- Automated Measurements: Calculate landscape areas, hardscape zones, and material quantities instantly
- Mobile Access: Complete checklist items on-site with mobile-friendly tools
- Client Communication: Share professional proposals and reports directly from the platform
Trusted by Professional Landscape Contractors
"The structured onboarding approach helped us reduce first-year client churn by 35%. Having a clear checklist ensures nothing falls through the cracks during those critical first months."
— Landscape Maintenance Company Owner
FAQs
Absolutely. The 30-60-90 day framework is flexible and can be adapted to your specific services, whether you focus on commercial properties, residential maintenance, or seasonal services like snow removal.
Track metrics like client retention rate, time-to-first-upsell, client satisfaction scores, and referral generation within the first year of service.
The checklist works independently, but SiteRecon.ai's AI-powered takeoff software can automate many tasks like property mapping, site inventories, and professional reporting—making the onboarding process even more efficient.
You can compress the timeline or focus on the most critical elements for seasonal contracts. The key phases (handoff, assessment, value-add, feedback) remain essential regardless of contract length.