Sales to Production Handoff for Painting
The Sales to Production Handoff workflow provides painting contractors with a structured method for transferring jobs from sales to production staff. It includes sharing contracts, scope details, color selections, and scheduling requirements. By following this process, painting companies reduce mistakes, improve efficiency, and present a more professional image. Clients benefit from clear expectations and confidence in the contractor’s preparation. Sales and production teams gain accountability and organization. With this workflow in place, painting contractors can strengthen credibility, protect profitability, and deliver projects more consistently 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
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