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

Sales to Production Handoff for Drywall

The Sales to Production Handoff workflow supports drywall contractors by ensuring projects transition seamlessly from sales to field operations. It includes sharing contracts, scope details, material needs, and timelines with production teams. By standardizing this process, drywall companies reduce miscommunication, improve scheduling, and increase client confidence. Clients benefit from smoother project starts and clear expectations. Sales and production staff gain accountability and organization. With this workflow in place, drywall contractors can protect profitability, strengthen credibility, and deliver projects more efficiently 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