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.
14 tasks
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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