Quantity Surveying New Client Onboarding

---
name: quantity-surveying-new-client-onboarding
description: |
  Onboard developers, contractors and public clients smoothly into a quantity surveyor's service in construction projects and offices.
  TRIGGERS - Use when a quantity surveyor needs a new client onboarding pack for developers, contractors and public clients in construction projects and offices.
category: Quantity Surveying
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Quantity Surveying

Onboard developers, contractors and public clients smoothly into a quantity surveyor's service in construction projects and offices. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a quantity surveyor working with developers, contractors and public clients in construction projects and offices.

## When to use
- You are a quantity surveyor preparing, delivering or reviewing this part of your work in construction projects and offices.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Bill of quantities | an itemised list of materials and work for pricing |
| Valuation | an assessment of work completed for interim payment |
| Final account | the agreed total cost at a project's end |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from bills of quantities
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on valuation timeliness will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to construction projects and offices, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or cost overruns unreported

## Profession-Specific Components
| Component | Details for Quantity Surveying |
|-----------|-------------------------------|
| Core documentation | bills of quantities; valuations; cost reports; final accounts |
| Core tools & equipment | measurement software; cost databases; BIM models; spreadsheet models |
| People involved | developers, contractors and public clients; the quantity surveyor; colleagues and other services in construction projects and offices |
| Primary record | bills of quantities — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in construction projects and offices] | **Objective:** [What this must achieve] | **Audience:** [developers, contractors and public clients and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in bills of quantities.
2. **Short-term:** Complete the workflow steps and record outcomes against valuation timeliness.
3. **Medium-term:** Review results, close actions, and update local procedures in construction projects and offices.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| valuation timeliness | Agree a local target and track the trend | Measured from bills of quantities and reviewed on a set cycle |
| cost forecast accuracy | Agree a local target and track the trend | Measured from bills of quantities and reviewed on a set cycle |
| final account agreement times | Agree a local target and track the trend | Measured from bills of quantities and reviewed on a set cycle |
| dispute rates | Agree a local target and track the trend | Measured from bills of quantities and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: cost overruns unreported.
- Never let this happen: measurement errors.
- Never let this happen: contractual deadlines missed.
- Work only within the competence and authority of a quantity surveyor; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to construction projects and offices's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A quantity surveyor in construction projects and offices applies this workflow for developers, contractors and public clients: they open
bills of quantities, work through the five steps using measurement software, and close by recording
the outcome against valuation timeliness and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)