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