A call comes in with a request for proposal from a prospective customer.
You know the effort that goes into creating a proposal that meets the customer’s needs and provides a profit for your business. Many land surveyors tell us they close just 30-40% of proposals — which means 60-70% never close. All that effort developing proposals that never close costs you money.
Gathering information from the customer about their needs, researching the underlying property, and estimating work effort and pricing can involve the use of multiple, disconnected applications that are challenging to manage with a single proposal . . . much worse if you’re writing 20-proposals per week, involve another team member or two and the process gets more complex.
After the proposal is approved and 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. This takes time and effort. 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%.