Sales to Production Handoff for Carpentry
The Sales to Production Handoff workflow helps carpentry contractors create consistency when passing projects from sales to field crews. It covers transferring contracts, drawings, material lists, and timelines to production managers. By following this process, carpenters reduce errors, prevent delays, and improve communication. Clients benefit from a professional, well-organized approach, while teams gain accountability and efficiency. With this workflow in place, carpentry companies can protect margins, strengthen client trust, and deliver projects smoothly and reliably from start to finish.
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
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