SOP Templates > Flooring > Pre-Construction > Sales to Production Handoff
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
1
Matt Richards
Completed June 23
View how-to · 6 Steps
2
Sandra Nichols
Completed June 24
View how-to · 5 Steps
3
Assign Member
June 25
View how-to · 7 Steps
4
Assign Member
June 26
View how-to · 7 Steps
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