California Surveyor Magazine Article – “Better Writing for Increased Profits”

How Digital Is Changing Proposal Writing

For land surveying projects, the proposal writing process can be daunting, time consuming and inefficient. However, there is an upside: The more proposals you submit, the more work you get!

Obviously, each proposal needs to be thoroughly researched and well written. But often, clunky spreadsheets and word document software are used to create and revise ...

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When (and How) to Include Exclusions in Proposals

In my last post, I described how to set clear expectations in the scope of services section of your proposal. Expectations can be further clarified in the “exclusions” portion, in which you describe to your client what you aren’t going to do. Sounds a little weird in a proposal, right? However, exclusions are just another opportunity to have a conversation with potential clients about their needs and expectations.

What are “exclusions”?

In the scope ...

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Elements of a Strong Proposal


Scope, Deliverables, and Profitability


Have you ever completed a project only to have the client call you and ask why there aren’t stakes driven into the corners of their property. Weren’t they also supposed to get hard copies of those CAD drawings? Don’t they get to keep the photos you took with your drone? In full color? Now you are going back and forth, and your costs are creeping up. You might start giving away valuable deliverables ...

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Can you answer the question on the first call?

What is First Call Resolution?

You’re headed out the door to visit a site for an estimate when the phone rings. The client on the other end is demanding the drawings for their parcel, but your brain is already half out of the door. You put down your maps and briefcase to shuffle through the papers on your desk. Did they make their final payment? Have you even billed them yet? You put them on hold to look ...

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Dread the Follow-up Call?

4 Tips to Make Follow-up Calls a Success

You’ve done the parcel and title research, written the survey proposal, and submitted it. Time to sit back and wait  for a response. If they like it they’ll call you, right? Sadly, no. Even if you’ve written the perfect proposal for land surveying services, your work isn’t over. You need to follow up.

Research has shown that success rates for business proposals increase by 20% with even just one call. But making that call can be tough, especially ...

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