BQE CORE AND TEIGER CONSULTING PRESENT
A Guide to Client Onboarding:
Crafting Winning Proposals
and Contracts
Part 4 of the ‘Blueprint for Success’ Masterclass Series
Now available on demand
The proposal is the pivotal part in the client onboarding process, a gateway that holds the power to set the stage for a successful project journey. However, in the world of architecture and engineering, there's no one-size-fits-all proposal. Join Founder of Teiger Consulting and architectural entrepreneur Douglas Teiger, FAIA, in this comprehensive course where he’ll dive deep into the art of crafting compelling proposals that resonate with each unique project and client.
Explore the anatomy of a proposal, unravel the nuanced differences between proposals and contracts, and gain mastery in sculpting terms and conditions that seamlessly transform your proposal into a rock-solid contract. Discover the invaluable benefits of leveraging AIA agreements, setting the standard for professional excellence.
Join Douglas as he guides you through the critical link between your proposal and project setup, illuminating the path to seamless project execution and embarks with you on a journey to craft winning proposals and contracts that lay the foundation for client success. By the end of this session, you'll possess the knowledge and tools to navigate the intricate realm of client onboarding with confidence and excellence.
By the end of this session, you will learn how to:
1
Define various types of proposals and summarize their applications
2
List the essential components that elevate your proposal, setting it apart from the rest
3
Analyze the fine line that distinguishes proposals from contracts
4
Develop a well-defined Terms and Conditions Exhibit, ensuring clarity and protection
5
Illustrate the benefits of utilizing AIA Agreements in your practice
6
Identify the crucial link between your proposal and project setup, paving the way for seamless project execution
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Did you know that you can receive one LU for this course?
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Douglas Teiger, FAIA
Founder | Teiger Consulting
LEARN FROM AN EXPERT
Douglas Teiger, FAIA, graduated from Cornell University, in 1982 with a BARCH. He opened his own firm in 1989 and grew from a solo practitioner to become managing partner of his 32-person firm.
In 2009, Douglas received a Master’s in Spiritual Psychology from USM, where he learned tools and skills he is sharing with his staff and clients. His ability to effectively streamline the operations allowed for more time to be spent on design and project research while creating a culture that fosters a holistic approach to a work life balance.
In 2017, he served as President of the AIA Los Angeles Chapter and previously served on the AIA National Strategic Council. In 2019 Douglas transitioned out of his firm elevating three associates to partners, sold his shares and started his next venture, Teiger Consulting.
Douglas’s mission is to “live an inspiring balanced life” whether it involves family, coaching, consulting, painting, or sports.
ABOUT THE SERIES
In the world of architecture and engineering, professionals rarely receive the comprehensive business training they need, yet they often find themselves juggling the demands of design and business management. Enter visionary architect and business consultant, Douglas Teiger, FAIA. With a wealth of experience, he has crafted this exceptional series to empower fellow architects and engineers to elevate their firms, mirroring the success strategies of Fortune 500 companies, all while maintaining a harmonious work-life balance.
Douglas Teiger's own journey from a solo practitioner to becoming the managing partner of a thriving 30+-person firm, followed by his venture into Teiger Consulting, serves as a testament to his expertise.
Every third Wednesday of the month, Douglas Teiger delves deep into pivotal topics that promise to fortify your firm's profitability and set the stage for sustainable growth in the years ahead.
Returning to BQE University with an upgraded version of this masterclass for the third year in a row, Douglas equips you with the systems and processes necessary to not only boost profitability but also reclaim the freedom to focus on the aspects of your practice and life that ignite your passion.
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ABOUT BQE: A PROUD SPONSOR OF THIS MASTERCLASS SERIES
BQE CORE is the award-winning firm management software, created by architects and engineers for architects and engineers, that project-based firms trust to run their operations for better project outcomes, and more profitable futures. Their fully integrated suite of intuitive tools with 24/7/365 support provides back-office automation to power front-office insights, making firm management more agile, informed, and data-driven. Learn more at www.bqe.com.