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MASTERCLASS: A Guide to Client Onboarding: Crafting Winning Proposals & Contracts 
Wednesday, April 16th at 1pm ET|10am PT REGISTER

Resources

We've analyzed data from over 1,400 firms across the US using BQE CORE software. By filtering and anonymizing this data, we're able to provide a clear snapshot of industry averages and best practices for the Key Performance Indicators (KPIs) architecture firms should regularly monitor. Download for free. 

We've analyzed data from over 1,400 firms across the US using BQE CORE software. By filtering and anonymizing this data, we're able to provide a clear snapshot of industry averages and best practices for the Key Performance Indicators (KPIs) engineering firms should regularly monitor.Download for free. 

Is your firm operating at peak efficiency, or are hidden challenges holding you back? The BQE Firm Maturity Index is a short, 14-question quiz provides a clear understanding of where your A&E business stands and uncovers actionable insights to advance to the next level.

Leading a design firm offers a variety of unique challenges and opportunities. In this course, we will explore strategies for business planning and effective management within an environment of unpredictability, including case studies illustrating best practices.  

Understanding your AE firm’s value is the first step toward smarter business decisions, whether you’re planning for growth, succession, or a future sale. Get a quick, data-driven estimate with BQE's Firm Valuation Calculator and see where your firm stands.

Plan with confidence using our Revenue Projection Template. Forecast future income across your project pipeline to make informed business decisions.

Set every project up for success with our Client Onboarding Checklist. Use it to streamline communication, align expectations, and start every client relationship on solid ground.

Finish strong with our Project Closeout Checklist. This tool helps you wrap up deliverables, document key info, and ensure nothing slips through the cracks at project completion.

Stay organized and get paid on time with our Milestone Billing Template. Easily track billing phases, progress, and payments across every project.

Additional Content

Our webinar series is created by acclaimed architects, engineers, and business consultants designed to help professional services run their firms more profitably while maintaining a healthy work-life balance.

Register for upcoming webinars or watch on-demand webinars!

BQE customers gain VIP access to our exclusive training courses. Each series helps you master a new process while taking full advantage of all the innovative features BQE CORE has to offer.

Learn how to get the most out of BQE CORE!

 

Successfully managing a firm doesn’t require rocket science. From streamlining daily tasks to improving project profitability, with the right guidance you can learn how to master the art of daily firm management.

Our Ultimate Learning Guides for Firm Management are free to access.