Pre-Installation Planning |
| Confirm project scope, design requirements, and timelines with [Your Client / Subscriber / User Name] |
| Review and finalize the interior layout plan including placement of furniture and fixtures for [Project Location] |
| Order necessary materials and confirm delivery date to ensure all items are available on [Month, Day, Year] |
| Obtain necessary permits and approvals required for the installation at [Project Location] |
| Coordinate with subcontractors and suppliers to ensure all team members are aligned |
Day of Installation |
| Verify that all materials, furniture, and decorations are delivered as per the order for [Project Location] |
| Inspect the quality and condition of received items for damages or discrepancies |
| Direct the installation team on setup specifics including safety measures and placement guidelines |
| Conduct an on-site meeting with [Your Team] to discuss the day's objectives and any client-specific requirements |
| Supervise the layout arrangement to ensure compliance with the design plan |
Post-Installation Review |
| Review installation with [Your Client / Subscriber / User Name] to ensure satisfaction with the work done at [Project Location] |
| Document any remaining tasks or issues that need resolution |
| Provide maintenance and care tips for new installations to [Your Client / Subscriber / User Name] |
| Take photographs of the completed installation for portfolio and documentation purposes |
| Secure sign-off from [Your Client / Subscriber / User Name] confirming project completion and satisfaction |
Client Follow-Up |
| Schedule a follow-up meeting two weeks after installation to address any issues or concerns with [Your Client / Subscriber / User Name] |
| Prepare and send a thank-you note appreciating their business and feedback |
| Request a testimonial or review from [Your Client / Subscriber / User Name] for marketing purposes |
| Discuss any potential for future projects or referrals to expand network |
| Update the CRM system with project details and client feedback for future reference |
Administrative Closure |
| Finalize all invoices and payments for subcontractors and suppliers |
| Archive all project documents including contracts, designs, receipts, and communications |
| Conduct a final project review meeting with [Your Team] to discuss outcomes and learnings |
| Update the project portfolio with completed project details including a before and after gallery |
| Ensure all team members log their hours and tasks in the project management software for final billing |
