Sales to Production Handoff for Landscaping

The Sales to Production Handoff workflow supports landscaping contractors by standardizing how jobs are transferred from sales to project managers. It includes contracts, design details, material orders, and schedules. By using this system, landscaping companies reduce delays, prevent miscommunication, and improve efficiency. Clients benefit from confidence in the contractor’s organization and reliability. Sales and production teams gain accountability and alignment. With this workflow in place, landscaping contractors can protect profitability, improve professionalism, and deliver projects more consistently on schedule.

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