SOP Templates > Home Builder > Pre-Construction > Sales to Production Handoff
Sales to Production Handoff for Home Builder
The Sales to Production Handoff workflow helps home builders and remodelers transfer projects smoothly from sales teams to field operations. It includes sharing contracts, specifications, client expectations, and schedules with project managers. By standardizing this process, builders reduce miscommunication, prevent costly mistakes, and create accountability across departments. Clients benefit from confidence that all details are aligned, while teams gain efficiency and consistency. With this workflow in place, home builders can strengthen professionalism, improve client satisfaction, and set projects up for successful execution from the very first day on site.
Confirm signed contract and finalized scope of work
Schedule internal handoff meeting between sales and production teams
Review project scope, client expectations, and special conditions
Go over approved proposal, pricing, and change order terms
Share client communication history and preferences
Provide site photos, drawings, and any relevant plans
Review project timeline and key milestones
Discuss material needs, lead times, and delivery status
Identify known site conditions or permitting issues
Assign project manager or superintendent
Transfer all documents to project management system
Confirm production team is clear on next steps
Notify client of project lead and next communication
Log handoff completion and kickoff readiness
1
Sandra Nichols
Completed June 11
View how-to · 6 Steps
2
Matt Richards
Completed June 12
View how-to · 7 Steps
3
Assign Member
June 13
View how-to · 5 Steps
4
Assign Member
June 14
View how-to · 6 Steps
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