A call comes in with a request for proposal from a prospective customer.
Effort goes into creating a proposal that meets the customer’s needs and provides a profit for your business. Many land surveyors close 30 – 40% of proposals, which means 60-70% don’t and the effort cost you money.
Gathering information from the customer about their needs, researching the underlying property, and estimating work effort and pricing can involve using multiple, disconnected applications that are challenging to manage with a single proposal, much worse if you’re writing 20-proposals per week and it involves more than one person.
Once the proposal is approved, ready to send to the customer, typically a .pdf is created, stored to a drive with the Word template, and emailed to the customer or printed and faxed. Once sent to the customer, how do you know when and with whom to follow up. Following up proactively can increase converting proposals to projects by up to 20%.