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Turning down work but retaining client

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(@totalsurv)
Posts: 797
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Looking for some advice for how to turn down certain projects from clients but retain them as clients long term. I am going fully solo for a while and I will be turning down jobs that I know I just won't be able to do myself. I have tried raising rates but sometimes I still get the job.

Any thoughts?

?ÿ

 
Posted : 07/01/2023 8:34 am
(@flga-2-2-2-2-2-2-2-2)
Posts: 7403
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I am going fully solo for a while

What are you doing now? Owner, employee, solo?

 
Posted : 07/01/2023 10:00 am
(@totalsurv)
Posts: 797
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Topic starter
 

@flga-2-2 Owner. Latest employee is leaving after only a few months and I just don't want to spend the same amount of time training anyone again so need to cut back on workload.

 
Posted : 07/01/2023 10:10 am
(@holy-cow)
Posts: 25292
 

Simply tell them the truth.?ÿ Explain you want to do work for them but at this time you probably would not get there within the timeframe that is critical to them.?ÿ Recommend a couple of other surveyors that the caller could contact to see what their schedule is at this time.?ÿ Be the client's best friend.

 
Posted : 07/01/2023 10:27 am
(@olemanriver)
Posts: 2432
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@totalsurv well it is so difficult to retain people if you can even get them in the door. ?ÿI bet as a small shop that is very frustrating. I canƒ??t imagine investing and getting someone spun up and then leaving. ?ÿ I wish you luck it is some crazy times. I have often thought of going solo myself once i get licensed but I am not as young as I once was and I do run a hay business and cattle. ?ÿSo that would be tough for me. I really enjoy the company and people i am with now and itƒ??s much easier for me to flip the surveyor switch to farmer this way now.

 
Posted : 07/01/2023 10:56 am
(@totalsurv)
Posts: 797
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@olemanriver Yes it is incredibly frustrating. It's the amount of time spent training someone in the equipment/software, safety training and legally required courses with no guarantee of employee retention. Just going to work solo for as long as possible before considering employing someone again. Would like to keep existing clients as much as possible.

 
Posted : 07/01/2023 11:25 am
(@olemanriver)
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@totalsurv I hear you. I like holycows advice. Just tell the truth. Truth always wins in the long run. I had a surveyor call once wanting to get on a vrs network. We scheduled a time for me to come discuss it and do a demonstration and talk about the pros n cons. He was a leader in the surveying community and the main owner and other partner knew if we landed him and he was happy more surveyors would subscribe to our network. When i arrived and did the dog and pony show we sat down and i asked him more about what types of jobs and such he did and how he looked at implementation of using vrs rtk. Once he started educating me on his business practices and such i I said you will not be happy with rtk. You should buy a robot instead. ?ÿThe vertical accuracy was not going to help him using rtk in anyway at that time. He had quotes from different manufacturers for a rover and had seen demos etc. we did not care what brand of equipment you had we were selling a service to use vrs. My boss and other business partner asked why i didnƒ??t keep my mouth shut. ?ÿI said he will come back and he will be ready and then he will be happy. ?ÿ3 days later 4 companies called and said hey can you come to our area and do a couple days on some real jobs and show us how to make money with rtk vrs. ?ÿI did 4 different companies and all together we went from job to job playing on real sites with their data etc. all 4 bought subscriptions. ?ÿ6 months later that man surveyor i was honest with bought one and he was the word of mouth to the other 4 companies. He changed some business practices and took on some new jobs different from what he had before. He had purchased two robots during that time and then two rovers. ?ÿHonesty all ways wins. ?ÿGood luck man good luck. ?ÿLook for those young bucks that are investing in themselves going to chapter meetings and ceu classes but are just starting out. Build the relationship over time and when they are ready to move up or move on from there current role you will have that longer term helper. Make sure what they want to learn is the type of work you are doing. ?ÿI interviewed with a man said he would hire me before I took this job. We talked bounced ideas off each other. He knew where i wanted to go in my career where my weaknesses were (drafting) etc. we still talk message often. ?ÿWhy he was honest he said i would love to have you. But you will not be happy here as what you need i donƒ??t do at this time. He had some big projects that were not going to help me get prepared at this time. ?ÿ See I know now exactly what to expect. I have the utmost respect for people like him. ?ÿTo many make promises and say what i wanted to hear. He did not. ?ÿYou will be ok you will make it. Donƒ??t know what area you are in or type of work but send me a pm and if i hear or know of anyone i will let you know.

 
Posted : 07/01/2023 12:03 pm
(@bruce-small)
Posts: 1508
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You can't be everything to everyone all the time. I have a core group of wonderful clients who feed me a lot of work and pay by return mail, but sometimes a particular project is not a good fit for me. I explain it to them and they have always been understanding. If you aren't the best one for that job tell them why and recommend someone better.?ÿ

 
Posted : 07/01/2023 1:07 pm
(@brad-ott)
Posts: 6185
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I raised my rates and increased estimated turnaround time frame (currently 4 to 5 months), so I can set myself up to ƒ??underƒ? promise and hopefully ƒ??overƒ? deliver.

Let them be the ones to turn down your honest proposal, rather than you turning them down.

 
Posted : 07/01/2023 2:50 pm
(@holy-cow)
Posts: 25292
 

Good clients will appreciate your temporary situation, use someone else for their immediate problem but understand that you are helping them out.?ÿ Bad clients will probably never come back and this is perfectly fine in the big scheme of things.

We are working on a big project right now that technically is the job of another firm.?ÿ In fact, I'm working on it with them.?ÿ Right now I can't be out in the field at all, thanks to my sciatic nerve pain.?ÿ I'm handling the research and drafting while they handle the field work.?ÿ At the same time, we both are working on another big job that is technically my job.?ÿ Same procedure as above.?ÿ Win-win.?ÿ Both making money and maintaining good relations with the clients.

Perhaps you could work out a similar relationship with a nearby surveyor you trust.

 
Posted : 07/01/2023 3:04 pm
(@jitterboogie)
Posts: 4275
Famed Member Customer
 

@flga-2-2 Owner. Latest employee is leaving after only a few months and I just don't want to spend the same amount of time training anyone again so need to cut back on workload.

?ÿ

wow... that sucks.

just up and quit or was there any reason given?

Ive been moving toward license and make it perfectly clear when I'm being courted by recruiters that the timeline isn't infinite.?ÿ so after I get hired i monitor the work and mentoring to insure it beneficial to both sides.

I also don't tolerate toxic culture and if I can't ferret it out before getting hired, I will leave them with notice and never look back.

?ÿ

it's a good place to be in survey because the lack of good legitimate people keep the working coming in albeit stacked up and slowly getting done....

?ÿ

you're going to be A-Ok!

?ÿ

 
Posted : 08/01/2023 7:07 am
(@holy-cow)
Posts: 25292
 

Many years ago I needed to hire a secretary.?ÿ Had eight decent applicants.?ÿ Narrowed it down to two for interviews.?ÿ Coin toss as to which would be the better employee.?ÿ Called both with my decision.?ÿ The one I hired showed up for one day of work and promptly resigned at the end of the day.?ÿ The call to the one who had just been told we didn't need her, but, needed her now was extremely awkward.?ÿ Fortunately, she agreed to my offer of employment and was still working there a few years later when I left.

 
Posted : 08/01/2023 7:31 am
(@rover83)
Posts: 2346
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@jitterboogie

Ive been moving toward license and make it perfectly clear when I'm being courted by recruiters that the timeline isn't infinite.?ÿ so after I get hired i monitor the work and mentoring to insure it beneficial to both sides.

I also don't tolerate toxic culture and if I can't ferret it out before getting hired, I will leave them with notice and never look back.

Amen. This is the 21st century economy / job market. Volatility is the name of the game, both employers and employees have to adapt.

I also have yet to work for a firm that has actually nailed the hiring process. If they're desperate to hire someone now, they don't get to complain when that employee they wanted now leaves the firm later.

Also, if an employee seems like they might be wanting to leave, might be a good idea to talk to them and find out what they are missing in their current role. Most exiting employees can point to very specific, often minor, fixes that would have kept them around if changed.

 
Posted : 08/01/2023 11:52 am
(@olemanriver)
Posts: 2432
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@rover83 I believe you have just about nailed it. I talk to many friends across the usa that either own or manage in the surveying profession. ?ÿWhat i am told is the good ones they hire are the ones most likely to leave. The ones who want to learn and want to grow their skill sets. The ones who ask question and challenge themselves. ?ÿA good friend said he can hire a decent crew chief and retain him but thats all he will ever be or ever desires to be. Not that itƒ??s bad they just have a job and enjoy it and never want to do more than they currently do. I told him I think you need to implement a training program. Figure out a way to personally spend the time on jobs before and after to train and mentor those who desire to grow. ?ÿFrom a business standpoint itƒ??s a double edged sword. Because they can still leave and possibly become a competitor. On the flip side it is benefiting the profession even though they possibly leave. New a company in the 90ƒ??s. The RLS said my best field guys are the ones I pick up at the bar late at night. He always hired the party animals. ?ÿ Because they had to have enough money to bar hop Friday and Saturday night they lived for it. Now he had some long term employees but it came with a cost. Higher insurance from duiƒ??s. Equipment was always in bad shape. Etc. ?ÿThese are very interesting times. Who in the profession will rise and produce some of the best surveyors ever. ?ÿI believe those will be the ones standing because they will have the employees that care and will do well. We all know that at some point the economy will tighten down again and people will be calling begging for a job. But counting on that to hire in my opinion is not that the best way. Itƒ??s a bandaid fix and will have some cons as well.

?ÿ

The pay will have to increase for entry level unfortunately at some point. These young folks can make more money riding a zero turn mower than they can starting out as a beginning surveyor. I know a young guy that works his rump off he is making 70k cutting grass and doing landscaping for a guy. He is interested in surveying but he has no experience. 25 years old good at math and when i tell him all my boss is willing to pay starting out he sais i have a wife and baby I canƒ??t do that. He hustles doing hay with me and cleaning stalls for a horse barn keeping arena grades etc in addition to his day job. The whole $20 per hour is way outdated. Wawa and Sheetz pays that to a high-school kid. ?ÿ I know we can only charge so much so this choke point is coming at some point.?ÿ

 
Posted : 08/01/2023 12:29 pm
(@jitterboogie)
Posts: 4275
Famed Member Customer
 

Who in the profession will rise and produce some of the best surveyors ever....

I'm doing everything I can to learn what not to do and take the best things I've learned and master them to pass them along...

I know you do too, all of us do...it's how we were mentored....

 
Posted : 08/01/2023 7:30 pm
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