Sales to Production Handoff for Home Builder

The Sales to Production Handoff workflow helps home builders and remodelers transfer projects smoothly from sales teams to field operations. It includes sharing contracts, specifications, client expectations, and schedules with project managers. By standardizing this process, builders reduce miscommunication, prevent costly mistakes, and create accountability across departments. Clients benefit from confidence that all details are aligned, while teams gain efficiency and consistency. With this workflow in place, home builders can strengthen professionalism, improve client satisfaction, and set projects up for successful execution from the very first day on site.

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