Clover Insight

Free Checklist · 2 pages

Sales-to-Production Handoff Checklist

Make sure nothing the customer was told gets lost.

Cover of the Sales-to-Production Handoff Checklist

A two-page checklist for handing a sold job to production so promises, access details, and customer concerns make it to the crew.

What's inside

  • Scope and price
  • What the customer was told
  • Site and access
  • The customer
  • Handoff meeting sign-off

Who it's for

  • Owners and managers
  • Sales training

Made by Clover Insight

RealVisit, powered by Clover Insight, shows home service companies the in-home sales visit through their customers' eyes. It's in private pilot with a small number of companies. Apply for the 60-Day Clover Challenge