Plumbing New Client Onboarding

---
name: plumbing-new-client-onboarding
description: |
  Onboard homeowners, landlords and commercial clients smoothly into a plumber's service in homes, building sites and commercial premises.
  TRIGGERS - Use when a plumber needs a new client onboarding pack for homeowners, landlords and commercial clients in homes, building sites and commercial premises.
category: Plumbing
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Plumbing

Onboard homeowners, landlords and commercial clients smoothly into a plumber's service in homes, building sites and commercial premises. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a plumber working with homeowners, landlords and commercial clients in homes, building sites and commercial premises.

## When to use
- You are a plumber preparing, delivering or reviewing this part of your work in homes, building sites and commercial premises.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| First fix | the initial installation stage of pipework |
| Pressure test | checking a system for leaks under pressure |
| Backflow | contaminated water flowing back into the clean supply |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from job sheets
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on first-time fix rate will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to homes, building sites and commercial premises, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or water damage from leaks

## Profession-Specific Components
| Component | Details for Plumbing |
|-----------|-------------------------------|
| Core documentation | job sheets; test certificates; quotes; compliance records |
| Core tools & equipment | pipe threading tools; pressure testers; drain cameras; blow torches |
| People involved | homeowners, landlords and commercial clients; the plumber; colleagues and other services in homes, building sites and commercial premises |
| Primary record | job sheets — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in homes, building sites and commercial premises] | **Objective:** [What this must achieve] | **Audience:** [homeowners, landlords and commercial clients and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in job sheets.
2. **Short-term:** Complete the workflow steps and record outcomes against first-time fix rate.
3. **Medium-term:** Review results, close actions, and update local procedures in homes, building sites and commercial premises.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| first-time fix rate | Agree a local target and track the trend | Measured from job sheets and reviewed on a set cycle |
| job completion times | Agree a local target and track the trend | Measured from job sheets and reviewed on a set cycle |
| callback rates | Agree a local target and track the trend | Measured from job sheets and reviewed on a set cycle |
| customer satisfaction | Agree a local target and track the trend | Measured from job sheets and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: water damage from leaks.
- Never let this happen: gas safety risks.
- Never let this happen: scalding from faulty systems.
- Work only within the competence and authority of a plumber; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to homes, building sites and commercial premises's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A plumber in homes, building sites and commercial premises applies this workflow for homeowners, landlords and commercial clients: they open
job sheets, work through the five steps using pipe threading tools, and close by recording
the outcome against first-time fix rate and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)