Best Practices in Managing Customer Expectations through Construction Meetings

At the pre-construction meeting, you should talk to your customers about the following areas: site, exterior, mechanical and their interior choices. When reviewing the home type your customer has selected, you should cover the home’s major exterior features, and any structural options selected. When covering the mechanics of the home, review the major mechanical systems of the home and any HVAC upgrades or accessories the homeowner has selected. You should also review the customer’s interior finish choices.

At the pre-drywall meeting, you should talk to your customers about the following areas: site, exterior, mechanical, and their interior choices. At this meeting there are no items on the agenda about the site, but be prepared for any questions about the items covered at the previous meeting. As you tour the home, review the location of major structural components and review the location of the major mechanical systems of the home. Use this meeting to review the customer’s interior finish choices.

At the pre-closing meeting, you should talk to your customers about the following areas: site, exterior, mechanical, and their interior choices. You should let them know what’s going on in the yard with landscaping and concrete flat work. Go back to the home type the customer has selected and review the structural options installed. While touring the home with your customer, demonstrate the operation and location of all mechanical systems, and review any HVAC upgrades or accessories the homeowner has selected. You should also check the condition of interior finishes for damage and make a final review of the customer’s interior finish choices.