When (and How) to Include Exclusions in Proposals

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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Customer Service, Proposal Builder, Qfactor for Surveyors, Uncategorized

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Setting the Proposal Scope

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 of the proposal. In the coming weeks, you can also expect detailed advice on setting exclusions, defining deliverables, and preparing estimates.

Set Clear ...

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Profitability, Proposal Builder, Uncategorized

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Elements of a Strong Proposal

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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Customer Service, Marketing Tips, Proposal Builder, Qfactor for Surveyors

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Can you answer the question on the first call?

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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Customer Service, Marketing Tips, Qfactor for Surveyors

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Still Using Paper for Time Entry? Excel?

Still Using Paper for Time Entry? Excel?

Is it Saturday?
Are you once again trying to update payroll and projects?
Would you like your Saturdays back?

Time Tracking Made Simple

Time entry mistakes cost businesses millions, especially in industries like land surveying that require tracking billable hours for multiple clients. If you are relying on paper time cards, Excel spreadsheets, or programs that can’t talk to your accounting software, you’re  already familiar with the giant time suck that is manual data entry. Relying on ...

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eBillity, Profitability, Qfactor for Surveyors, Time Entry, Time Tracking

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