Sales to Production Handoff for Flooring

The Sales to Production Handoff workflow helps flooring contractors transition projects seamlessly from sales to field operations. It includes passing contracts, scope details, material specifications, and scheduling information to production staff. By standardizing this process, flooring companies reduce errors, improve scheduling, and present a professional image. Clients benefit from clear communication and predictable project starts. Teams gain accountability and efficiency. With this workflow in place, flooring contractors can strengthen credibility, protect profitability, and deliver consistent, on-time results.

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