Proposal Follow-Up Call Script for Engineering Firms
Engineering firms | Call script

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.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/engineering-call-script