Before starting a construction project, any competent architect or builder understands how important it is to have a positive working relationship with the client. However, one of the most difficult responsibilities that professionals in the building business must deal with is managing client expectations throughout the extensive process of building or designing a structure, whether it's a house, an office, or an industrial facility.
Because of this, it's essential to comprehend client expectations up front and make sure you can manage or fulfill them. A great way to do this is by including an architecture client questionnaire in your onboarding process that will help you anticipate future needs and draft better fee proposals.
To help you create your own questionnaire, let's dive into the basic information you must know and some questions to include.
Note: With Bonsai's custom client forms, you can design professional, branded questionnaires to get the input you need from your clients. You can fully customize it to fit each client as well as project site to ensure a unique and well-designed form. Claim your free trial today!
A client questionnaire is a set of questions you must ask each of your prospective clients, to clarify their needs and goals regarding the design or construction project. It can include personal questions to determine their budget or how they intend to use the space, as well as specific project-related questions such as any particular architectural style or material preference. You can make these questions part of your client phone calls, or you can ask them to fill out a physical document such as a written format.
Drafting your construction or design proposal can take up a lot of (unpaid) time. From doing the proper research, meeting with the client and calculating estimates, this process is usually costly and exhausting. So before you begin drafting your proposal, it's good business to make sure your company is a suitable fit for the project and the project owner by starting your partnership with a clear client onboarding procedure. A client questionnaire is one of the best ways to solve this issue, because it will give you a clear insight as to how committed the customer is to your firm and their own project before making any commitment.
When creating your construction or design questionnaire, you should include questions that help you discover your client's budget and get a better understanding on what they are looking for. You may also be able to find signs or evidence that they might just want some design ideas without an actual intent of hiring you for the services.
These are just some of the probing questions that most design firms use to get a better idea on the long term plan clients have for their project. Feel free to add more questions you think will help guide you in the right direction.
In order to achieve design excellence, you want your new clients to give this questionnaire careful consideration, taking the time to answer these questions with as many descriptive words as possible. Consider adding an 'important note' section to remind them of the following:
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But that's not all! Here are some other tools that make Bonsai the go-to product for many independent workers and small business owners.
Free architecture proposal templates especially designed for your profession and completely customizable. Send it as an online document and receive a notification when your prospective client receives and accepts your project proposal.
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Time and task tracking software to help you stay on top of your deadlines and monitor employee performance. Our reports can automatically be downloaded in the form of an invoice to make billing your clients a bliss.
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A verbal contract (formally called an oral contract) refers to an agreement between two parties that's made —you guessed it— verbally.
Formal contracts, like those between an employee and an employer, are typically written down. However, some professional transactions take place based on verbally agreed terms.
Freelancers are a good example of this. Often, freelancers will take on projects having agreed on the terms and payment via the phone, or an email. Unfortunately, sometimes clients don't pull through on their agreements, and hardworking freelancers can find themselves out of pocket and wondering whether a legal battle is worth all the hassle.
The main differences between written and oral contracts are that the former is signed and documented, whereas the latter is solely attributed to verbal communication.
Verbal contracts are a bit of a gray area for most people unfamiliar with contract law —which is most of us, right?— due to the fact that there's no physical evidence to support the claims made by the implemented parties.
For any contract (written or verbal) to be binding, there are four major elements which need to be in place. The crucial elements of a contract are as follows:
Therefore, an oral agreement has legal validity if all of these elements are present. However, verbal contracts can be difficult to enforce in a court of law. In the next section, we take a look at how oral agreements hold up in court.
Most business professionals are wary of entering into contracts orally because they can difficult to enforce in the face of the law.
If an oral contract is brought in front of a court of law, there is increased risk of one party (or both!) lying about the initial terms of the agreement. This is problematic for the court, as there's no unbiased way to conclude the case; often, this will result in the case being disregarded. Moreover, it can be difficult to outline contract defects if it's not in writing.
That being said, there are plenty of situations where enforceable contracts do not need to be written or spoken, they're simply implied. For instance, when you buy milk from a store, you give something in exchange for something else and enter into an implied contract, in this case - money is exchanged for goods.
There are some types of contracts which must be in writing.
The Statute of Frauds is a legal statute which states that certain kinds of contracts must be executed in writing and signed by the parties involved. The Statute of Frauds has been adopted in almost all U.S states, and requires a written contract for the following purposes:
Typically, a court of law won't enforce an oral agreement in any of these circumstances under the statute. Instead, a written document is required to make the contract enforceable.
Contract law is generally doesn't favor contracts agreed upon verbally. A verbal agreement is difficult to prove, and can be used by those intent on committing fraud. For that reason, it's always best to put any agreements in writing and ensure all parties have fully understood and consented to signing.
Verbal agreements can be proven with actions in the absence of physical documentation. Any oral promise to provide the sale of goods or perform a service that you agreed to counts as a valid contract. So, when facing a court of law, what evidence can you provide to enforce a verbal agreement?
Unfortunately, without solid proof, it may be difficult to convince a court of the legality of an oral contract. Without witnesses to testify to the oral agreement taking place or other forms of evidence, oral contracts won't stand up in court. Instead, it becomes a matter of "he-said-she-said" - which legal professionals definitely don't have time for!
If you were to enter into a verbal contract, it's recommended to follow up with an email or a letter confirming the offer, the terms of the agreement , and payment conditions. The more you can document the elements of a contract, the better your chances of legally enforcing a oral contract.
Another option is to make a recording of the conversation where the agreement is verbalized. This can be used to support your claims in the absence of a written agreement. However, it's always best to gain the permission of the other involved parties before hitting record.
Fundamentally, most verbal agreements are legally valid as long as they meet all the requirements for a contract. However, if you were to go to court over one party not fulfilling the terms of the contract, proving that the interaction took place can be extremely taxing.
So, ultimately, the question is: written or verbal agreements?
Any good lawyer, contract law firm, or legal professional would advise you to make sure you formalize any professional agreement with a written agreement. Written contracts provide a secure testament to the conditions that were agreed and signed by the two parties involved. If it comes to it, a physical contract is much easier to eviden in legal circumstances.
Freelancers, in particular, should be aware of the extra security that digital contracts may provide. Many people choose to stick to executing contracts verbally because they're not sure how to write a contract, or they think writing out the contract terms is too complicated or requires expensive legal advice. However, this is no longer the case.
Today, we have a world of resources available at our fingertips. The internet is a treasure trove of invaluable information, platforms, and software that simplifies our lives. Creating, signing, and sending contracts has never been easier. What's more, you don't have to rely on a hiring a lawyer to explain all that legal jargon anymore.
There are plenty of tools available online for freelancers to use for guidance when drafting digital contracts. Tools like Bonsai provide a range of customizable, vetted contract templates for all kinds of freelance professionals. No matter what industry you're operating in, Bonsai has a professional template to offer.
A written contract makes the agreement much easier to prove the terms of the agreement in case something were to go awry. The two parties involved can rest assured that they're legal rights are protected, and the terms of the contract are sufficiently documented. Plus, it provides both parties with peace of mind to focus on the tasks at hand.
Bonsai's product suite for freelancers allows users to make contracts from scratch, or using professional templates, and sign them using an online signature maker.
With Bonsai, you can streamline and automate all of the boring back-office tasks that come with being a freelancer. From creating proposals that clients can't say no to, to sealing the deal with a professional contract - Bonsai will revolutionize the way you do business as a freelancer.
Why not secure your business today and sign up for a free trial?