BHCR Walkthrough Client Onboarding Checklist

Walk into any facility walkthrough prepared, confident, and in control.
The BHCR Walkthrough & Client Onboarding Checklist Toolkit is a professional, step-by-step toolkit designed to help janitorial and custodial service businesses conduct thorough site walkthroughs, confirm scope accurately, and launch new accounts with a clean, organized onboarding process.
Most contractors lose money because they miss critical details during the walkthrough — access restrictions, fixture counts, floor types, consumables responsibility, storage limitations, and periodic cleaning requirements. This toolkit ensures you capture the details that protect your pricing and performance.
✅ What You’ll Be Able To Do With This Toolkit
Confirm the true scope of work before pricing
Ask the right questions during walkthroughs (buyer-level questions)
Identify hidden risks that impact labor and profitability
Document the walkthrough like a professional contractor
Launch new clients with structured onboarding standards
Reduce misunderstandings, missed scope items, and performance issues
📦 What’s Included (Instant Download Toolkit)
This digital toolkit includes the following files:
✅ Site Walkthrough Checklist (PDF)
✅ Walkthrough Question Bank (PDF)
✅ Walkthrough Photo Log Sheet (PDF)
✅ Client Onboarding Checklist – After Award (PDF)
✅ Day 1 Start-Up Launch Plan (PDF)
✅ README_START_HERE Quick Guide
Best For:
Janitorial / custodial service businesses
Government contracting walkthroughs (Army Reserve, VA, municipal sites)
Commercial property management onboarding
New client start-ups and post-award execution
Any contractor who wants to price correctly and perform professionally
Delivery:
This is a digital product. Files are delivered instantly upon purchase.
Digital Policy:
Due to the nature of digital downloads, all sales are final. If you experience any download issues, contact BHCR and we will assist promptly.