Contracts 101: Setting Clear Expectations With Clients

Contracts 101: Setting Clear Expectations With Clients

Lesson
37
In the kitchen and bath remodeling industry, a well-drafted contract is more than just a legal requirement—it’s a tool for setting clear expectations, building trust, and avoiding misunderstandings. A strong contract ensures both you and your clients are aligned from the start, paving the way for a smoother project and better outcomes.

Here’s what to include in your contracts and how ProFunnel can help you streamline the process.


Clearly Define the Scope of Work

Ambiguity in the scope of work can lead to disputes. Be detailed about what’s included in the project and what isn’t.

What to Specify:

  • Tasks to be completed (e.g., demolition, installation, finishing touches).

  • Materials and finishes to be used, including brands and specifications.

  • Exclusions, such as items the client will provide or tasks outside the agreed-upon scope.

With ProFunnel, you can easily outline these details in a clear, organized format, ensuring both parties are on the same page.


Establish Timelines and Milestones

Clients value knowing when their project will be completed. Include a realistic timeline with key milestones to keep everyone aligned.

How to Set Timelines:

  • Break down the project into phases (e.g., demolition, plumbing, tiling).

  • Indicate start and end dates for each phase, with allowances for delays.

  • Communicate what could impact the schedule, such as material availability or client decisions.

ProFunnel’s proposal templates allow you to include timelines seamlessly, keeping your clients informed and confident.


Detail Payment Terms

Money matters are often the root of disagreements, so clarity in payment terms is crucial.

Include the Following:

  • Total project cost with a breakdown of labor, materials, and other fees.

  • Payment schedule, such as deposits, progress payments, and the final payment.

  • Consequences for late payments or changes to the agreed-upon terms.

ProFunnel enables you to present transparent payment terms and integrate e-signature capabilities, ensuring easy approval and faster processing.


Outline Change Order Processes

Projects often evolve, and a clear process for handling changes ensures flexibility without confusion.

What to Include:

  • A requirement that all changes be documented in writing.

  • How changes will affect costs and timelines.

  • Client approval before proceeding with any modifications.


Address Warranties and Liability

Clients want peace of mind about the quality of work. Include details on warranties for workmanship and materials, as well as limitations of liability.

Best Practices:

  • Specify the duration and scope of warranties.

  • Note any manufacturer warranties for materials or fixtures.

  • Clarify what is and isn’t covered, such as wear and tear or misuse.


ProFunnel makes it easy to create professional contracts that set clear expectations while streamlining your workflow. By defining the scope of work, timelines, payment terms, and change order processes in a polished and customizable format, you can build trust and establish clear communication from the start. This dual-purpose tool not only helps you win more clients but also ensures smoother projects and stronger client relationships.