The useful introduction

A quantity surveyor can meet a potential client who has a budget but no agreed scope. Tap Tap Go can bring together a service description, an example deliverable and a contact route. The useful distinction is between an early estimate, a detailed cost plan and ongoing commercial support: they answer different questions and require different inputs.

Make the next step clear

Create a concise document explaining the information needed for an initial discussion. Describe assumptions in a sample report without publishing another client's rates or commercially sensitive quantities. A prospective client should understand what you can assess now and what needs drawings or specifications first. Route the enquiry to a conversation about scope rather than implying that a tap produces a reliable project valuation.

Imagine this

A hypothetical scene

In a hypothetical meeting, a developer shares preliminary drawings after reading the input checklist. The surveyor can discuss the appropriate review stage instead of guessing from a headline budget.

Make it practical.

Use this checklist as you read. Checks are not stored.

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