Proposal Builder

Save time, increase profits

You're a professional surveyor, but running the business feels like a constant struggle. Many of you face the same issues: wasting time on manual time entry and struggling to see true project profitability with vague, lump-sum revenue reports. Recently I was approached to write a business handbook for surveyors and I might do it. It

By |2026-05-05T22:05:16-07:00March 8th, 2026|Productivity, Profitability, Proposal Builder, Time Tracking|Comments Off on Save time, increase profits

Strategies for Creating Accurate Estimates for Land Surveyors

Strategies for Accurate Estimates for Surveyors Although accurate 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

By |2026-05-05T22:05:18-07:00January 26th, 2025|Productivity, Profitability, Proposal Builder, Time Tracking|Comments Off on Strategies for Creating Accurate Estimates for Land Surveyors

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 |2026-05-05T14:02:57-07:00January 14th, 2019|Business Growth, Customer Service, Marketing Tips, Proposal Builder, Qfactor for Surveyors|Comments Off on Elements of a Strong Proposal

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 |2026-05-05T14:02:57-07:00February 27th, 2019|Productivity, Profitability, Proposal Builder|Comments Off on Setting the Proposal Scope

Your Proposal Was Accepted. Now What? (Easy Onboarding)

Congratulations on landing that big project! Now that it's time for work to get underway, here are some steps you can take to ensure a good relationship with your client and manage the project smoothly. Onboard the Client Onboarding is the processes of welcoming a client into your business. On one level, it involves

By |2026-05-05T22:05:26-07:00August 16th, 2019|Business Growth, Customer Service, Productivity, Proposal Builder, Qfactor for Surveyors, Software|Comments Off on Your Proposal Was Accepted. Now What? (Easy Onboarding)

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'tgoing to do. Sounds a little weird in a proposal, right? However, exclusions are just another

By |2026-05-05T22:05:30-07:00March 15th, 2019|Customer Service, Proposal Builder, Qfactor for Surveyors, Uncategorized|Comments Off on When (and How) to Include “Exclusions” in Proposals
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