The short answer: respond within an hour, generate the HOA letter if needed, confirm the color, and schedule prep + paint days inside the seasonal calendar. Paint Launch automates color-lock confirmation, portal walkthrough, and HOA approval letter generation — the rep drives the relationship through prep, paint, and walkthrough.
The 8-stage onboarding flow
- Color-lock confirmation (within 15 minutes). Automated email + SMS confirming the Stripe deposit and final color selection.
- Personal call (within 1 hour). Confirm color choice, book prep day.
- Customer portal walkthrough. Homeowner sees the render in their locked body + trim colors with the wall + trim measurements visible.
- HOA approval letter (where applicable). Paint Launch auto-generates the letter with the rendered photo + color codes. Homeowner submits from the portal.
- Color confirmation call (after HOA approval if needed). One final check before material order.
- Prep day scheduled. 1-3 days depending on prep tier.
- Paint day(s) scheduled. 1-3 days depending on home size. Weather-flexible booking.
- Final walkthrough + warranty registration + neighbor follow-up trigger.
What to collect during onboarding
- HOA name + approval status. Where applicable, paint can't start until the board approves.
- Carpentry repair needs. Rotten fascia, damaged trim, peeling siding — quote the carpentry separately or include in prep tier.
- Garage door + window trim colors. Often a third or fourth color separate from body + main trim.
- Prep tier confirmation. Entry, standard, premium — set expectations before the crew arrives.
- Decision-maker check. Both spouses sign before crew is dispatched.
- Pet + landscaping notes. Where will the dog go during paint days? Are there expensive plantings near the foundation?
Common onboarding mistakes
- Skipping the HOA letter. A color-locked homeowner in an HOA needs the approval letter generated immediately. Waiting until day-of-prep risks a stop-work notice.
- Vague prep-tier expectations. Homeowners who expect full prep when they paid for wash+paint create disputes. Set expectations in writing before prep day.
- Weather inflexibility. Rain delays are inevitable. Build flex days into the schedule and communicate them at booking.
- Final walkthrough that misses touch-ups. Walk every elevation in daylight before requesting final payment.
Automate the first three stages. Drive the rest.
Paint Launch handles color-lock confirmation, portal walkthrough, and HOA letter generation automatically. $1 per mailed paint quote.
Start free →