SOP Templates > Concrete > Pre-Construction > Sales to Production Handoff

Sales to Production Handoff for Concrete

The Sales to Production Handoff workflow helps concrete contractors manage the transition between sales and field operations. It includes passing signed contracts, mix specifications, reinforcement details, and scheduling to project managers. By standardizing this process, concrete companies reduce errors, prevent costly delays, and improve coordination. Clients benefit from confidence in the contractor’s professionalism and reliable communication. Teams gain accountability and efficiency. With this workflow in place, concrete contractors can protect profitability, strengthen trust, and deliver projects more reliably and on schedule.

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