SOP Templates > Landscaping > Pre-Construction > Sales to Production Handoff
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
1
Matt Richards
Completed June 26
View how-to · 5 Steps
2
Sandra Nichols
Completed June 27
View how-to · 7 Steps
3
Assign Member
June 28
View how-to · 6 Steps
4
Assign Member
June 29
View how-to · 5 Steps
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