SOP Templates > Insulation > Pre-Construction > Sales to Production Handoff
Sales to Production Handoff for Insulation
The Sales to Production Handoff workflow provides insulation contractors with a structured checklist for transferring projects. It covers sharing contracts, material requirements, scope details, and scheduling with production managers. By following this process, insulation companies reduce errors, improve coordination, and strengthen professionalism. Clients benefit from confidence that details are handled correctly, while teams gain accountability. With this workflow in place, insulation contractors can protect margins, increase efficiency, and deliver projects smoothly and on time.
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
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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