Proposal Builder

Strategies for Accurate Surveying Estimates

Strategies for Accurate Surveying Estimates Although estimates are a staple of any solid proposal, they can be the source of numerous headaches. Depending on the scope of the project, preparing potential costs can be tedious and time-consuming. Furthermore, if your initial estimates prove to be inaccurate, a previously professional relationship with a client might

By |2025-01-26T20:30:24+00:00January 26th, 2025|Productivity, Profitability, Proposal Builder, Time Tracking|Comments Off on Strategies for Accurate Surveying Estimates

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?

By |2022-09-05T18:44:52+00:00January 14th, 2019|Business Growth, Customer Service, Marketing Tips, Proposal Builder, Qfactor for Surveyors|Comments Off on Elements of a Strong Proposal

Setting the Proposal Scope

In my last blog post, I provided an overall view of the elements of a proposal and how having a clear, accurate proposal can guard against scope creep. Now, I am going to zoom in on crafting individual parts of the proposal. In this post I will focus on the scope of services portion

By |2024-09-25T07:16:03+00:00February 27th, 2019|Productivity, Profitability, Proposal Builder|Comments Off on Setting the Proposal Scope

Your Proposal Was Accepted. Now What? (Easy Onboarding)

Congratulations on landing that big project! Now that it’s time for work to get underway, here are some steps you can take to ensure a good relationship with your client and manage the project smoothly. Onboard the Client Onboarding is the processes of welcoming a client into your business. On one level, it involves

By |2024-10-26T16:25:08+00:00August 16th, 2019|Business Growth, Customer Service, Productivity, Proposal Builder, Qfactor for Surveyors, Software|Comments Off on Your Proposal Was Accepted. Now What? (Easy Onboarding)

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

By |2024-09-25T07:19:38+00:00March 15th, 2019|Customer Service, Proposal Builder, Qfactor for Surveyors, Uncategorized|Comments Off on When (and How) to Include “Exclusions” in Proposals

What Is a Deliverable?

In my last blog, I wrote about the importance of setting the scope of a project. This week, I’d like to focus on what “deliverables” are, why to include them in any proposal, and the importance of being specific when defining them. By being clear and upfront about what deliverables you can offer, your

By |2024-09-25T07:17:24+00:00April 1st, 2019|Business Growth, Customer Service, Proposal Builder, Qfactor for Surveyors|Comments Off on What Is a Deliverable?
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