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
1
Matt Richards
Completed July 13
View how-to · 6 Steps
2
Sandra Nichols
Completed July 14
View how-to · 7 Steps
3
Assign Member
July 15
View how-to · 5 Steps
4
Assign Member
July 16
View how-to · 5 Steps
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