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
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