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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 |2022-09-05T18:40:25+00:00April 1st, 2019|Business Growth, Customer Service, Proposal Builder, Qfactor for Surveyors|Comments Off on What Is a Deliverable?

Strategies for Accurate 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 turn sour. Yet, with the

By |2023-03-02T20:34:51+00:00April 18th, 2019|Productivity, Profitability, Proposal Builder, Time Tracking|Comments Off on Strategies for Accurate Estimates

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 |2022-09-05T18:42:16+00:00March 15th, 2019|Customer Service, Proposal Builder, Qfactor for Surveyors, Uncategorized|Comments Off on When (and How) to Include “Exclusions” in Proposals

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 |2022-09-05T18:43:52+00:00February 27th, 2019|Productivity, Profitability, Proposal Builder|Comments Off on Setting the Proposal Scope

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

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

By |2022-09-05T18:45:45+00:00December 3rd, 2018|Customer Service, Marketing Tips, Proposal Builder, Qfactor for Surveyors|Comments Off on Can you answer the question on the first call?
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