About Free New Client Onboarding SOP
Free printable new client onboarding SOP for lawn care: build a job package with a labeled site map, capture access and pet info, set expectations, document conditions, and check in.
How to use
- Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
- Toggle Ink-saver (black & white) for a cheaper mono print for the truck binder; leave it off for the full-color version.
- Click Print SOP to print or save as PDF. Print one per crew, laminate it for the job binder, or attach it to the job in your scheduling system.
- Train new hires on it and have crews sign off. Found something out of date for your region or equipment? Use the feedback link — flagged SOPs are re-researched against the source list.
Frequently asked questions
How do you onboard a new lawn care client?
Build a job package (contact info, scope, frequency, pricing, and a labeled site map), capture gate/access and pet info in the client record, hold a pre-job setup walk to confirm expectations and mow height, document existing conditions with photos, set and confirm the recurring schedule, then perform the first visit and check in.
Why document a property before the first service?
Photographing pre-existing damage and noting sprinkler heads, stumps, and obstacles protects you from being blamed for prior damage and gives the crew the information they need to work the property safely and correctly from visit one.
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