Sales to Production Handoff for Site Preparation

The Sales to Production Handoff workflow provides site preparation contractors with a structured process for transferring projects to operations. It includes contracts, excavation requirements, site surveys, and schedules. By following this process, contractors reduce errors, avoid delays, and strengthen coordination between departments. Clients benefit from clear expectations and professional execution, while teams gain accountability. With this workflow in place, site prep companies can protect profitability, improve efficiency, and deliver projects with greater consistency and reliability.

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