Proposal Follow-Up Call Script for Engineering Firms
Use this when: You've submitted a proposal and want to understand the client's decision process.
Opening "Hi [name], it's [your name] from [firm]. We sent our proposal for [project] on [date]. Do you have a couple of minutes?" Questions - "Does our scope match what you had in mind?" - "Are there any technical concerns we should address?" - "Who else is involved in this decision?" - "What's your timing for selecting a consultant?" If they raise fees "Let's look at scope first. If we changed [scope item], the fee would change, and here's what that would mean for the project." Next step "Would a short call with our project lead help answer the technical questions?" Close Summarize the call by email and note the next date in your CRM.
Before you use this: Follow your engineering regulator's practice rules, and never reduce scope in ways that affect safety.
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