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