Master Your Sales To Production Hand Off: Less Finger Pointing, More Referrals

Misaligned expectations between contractor and client are the route of all evil when it comes to:

• Hitting or missing budget
• Finishing the project on time or way behind schedule
• And creating a happy customer who will refer you for years or not

Sales handoff is one of the most critical links in the overall chain that is your business’s workflow.

Get this right and producing the job you sold can, believe it or not, go off without a hitch.

Get it wrong though and your production team can be stuck in a hellish nightmare for way longer than planned, hurting the project’s profitability and team unity.

Your sales handoff can seem more straightforward than it actually is though, which is why we’ve got Paul Atherton, one of BTA’s most senior coaches on for this episode.

• How to prevent “I thought you guys would do this too” from the customer (and end death by 1000 requests)
• What it looks like to set “bumper guards” on the job so things like deadline and expenditures don’t get out of hand
• The common assumptions that will kill your project
• The best way to avoid false promises during the quoting process from being made in the first place
• How to use a Project Charter to insure everything is communicated properly at key points along the project
• Using a DECA Analysis to be able to ask the right questions at the start of the job