Proposals

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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

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

Qfactor Demo Login Instructions

As promised, you've been sent a user invitation to Qfactor's demo site so you can 'kick the tires' before buying. Keep a look out for an email from 'qfactor@bizwatt.com.' If you found this post and would like an invitation, email us to request one at fdyste@bizwatt.com. Since this is a demo account, we've only

By |2024-09-25T07:15:03+00:00January 26th, 2021|Customer Service, Profitability, Proposal Builder, Qfactor for Surveyors, Time Entry, Time Tracking|Comments Off on Qfactor Demo Login Instructions

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
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