Client Welcome and "What to Expect" Pack

Made by a working carpentry and remodeling contractor.
Most client frustration on a remodel comes from surprises: the dust, the noise, losing the kitchen, days when nobody is on site, a change order nobody expected. This pack explains all of that up front, in plain language, under your company name.
It is written for small US residential contractors: carpenters, remodelers and handymen. Replace the bracketed placeholders with your details and your own policies, delete anything that does not fit, and send it after the contract is signed.
What the pages cover
- Welcome letter and contents
- Your team and how you communicate: best hours, response times, emergencies
- Project timeline and phases with fill-in dates
- Preparing your home: clearing rooms, pets, kids, parking, dust, noise, kitchen and bath access
- What a typical day looks like
- How change orders work
- How payments work
- Permits, inspections and selections
- Hidden conditions and what happens if you find one
- Safety on site
- FAQ and a contact sheet
What you get
- Client-Welcome-Pack.docx: editable, 15 pages, US Letter
- Client-Welcome-Pack.pdf: a print-ready sample
How to use it
- Open the .docx in Word or Google Docs.
- Add your logo and replace the [bracketed placeholders], including the spots marked [Your policy].
- Save as PDF and send it after signing, or print it for the kickoff meeting.
Why a welcome pack helps the contractor too
Every question the pack answers in writing is one fewer phone call during the job. When a client knows ahead of time that demolition is loud, that some days nobody will be on site while materials arrive or an inspection is pending, and that extra work needs a signed change order first, those moments stop feeling like problems. It also gives you something to point to, politely, when a question comes up again.
Questions
Does it replace my contract?
No. It explains your process in plain words. Your signed contract controls.
Does it pair with other kits?
Yes. Its change order page matches the process in the Change Order + Estimate Kit.
Preview pages
Watermarked sample pages. Your download comes without the watermark. Click to enlarge.
Ready to get it?
Template only, not legal advice. Your signed contract controls. Have it reviewed by a local attorney for your state before use.





Residential Contractor Paperwork System (Bundle)
Change Order + Estimate Kit
Closeout & Warranty Packet