Sales to Production Handoff for Masonry

The Sales to Production Handoff workflow supports masonry contractors by organizing how project details are passed from sales teams to field crews. It includes transferring contracts, drawings, material orders, and schedules. By using this checklist, masonry companies reduce miscommunication, improve efficiency, and build client trust. Clients benefit from predictable project starts and transparency, while teams gain accountability. With this workflow in place, masonry contractors can protect profitability, strengthen credibility, and deliver smoother, more reliable projects.

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