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.
14 tasks
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
You Found the SOP
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