WORKSHOP REPLAY
Selling Home Surveys with Confidence
Clients choose people, not portals. In this CPD workshop replay, you’ll learn how to communicate your value clearly, handle enquiries with confidence, and build strong, trusted client relationships. You’ll gain practical strategies to increase conversions, reduce misunderstandings, and support clients in choosing the right survey for their needs.
Sell your surveys with clarity and confidence — without competing on price.
Get Instant Access – £97
Includes practical templates and resources
Your value isn’t set by portals.
It’s shaped by how you connect with clients.
This workshop will show you how to step away from lead-gen tools and instead use your brand, your services, and your conversations to secure instructions.
After the workshop, you’ll have the tools and confidence to:
-
Communicate clearly with clients so you win work without a race to the bottom on price
-
Revisit and refine your services to make sure they reflect your expertise and attract the right instructions
-
Strengthen your professional reputation as the surveyor that clients actively choose
This workshop supports the Client Attraction area within the Love Surveying Business Framework.
If you want better conversations with clients and more confidence in your services, this workshop will help.
Get Instant Access – £97WHAT OTHER SURVEYORS HAVE SAID
“This workshop helped me explain my services without feeling awkward or defensive. I’ve already changed how I handle enquiries.”
Residential Surveyor
“The templates alone were worth it. Clear, practical, and easy to use. I've already had a client want to work with me because I asked them better questions.”
Director, Surveying Practice
RESOURCES THAT MAKE A REAL DIFFERENCE
Alongside the workshop replay, you’ll get exclusive access
to a toolkit of resources that help bring clarity, structure,
and confidence.
These are the same tools I use when supporting surveyors to improve client understanding and confidence.
RESOURCES
Referral & Alternative Income Matrix
This matrix helps you explore alternative income streams and referral opportunities beyond portals and panels.
8 Essential Questions to Ask Before a Home Survey
This guide outlines eight simple but powerful questions every client should ask before instructing a survey.
Sales Enquiry Email Sequence Template
Helping you build credibility, support client understanding, and protect your professional integrity.
SALES TOOLS
Selling Safely PDF
This guide helps you understand how clear, transparent selling protects both you and your clients.
Plain English Self-Check List
This self-check sheet helps you review your reports, emails, and marketing materials to make sure your language is professional, simple, and easy for clients to understand.
Client Communication Checklist PDF
This checklist is designed to help you reflect on the clarity, tone, and consistency of your client communications - from the first enquiry to your follow-up after the report.
Sales Conversation Script
Designed to give you structure and confidence when handling enquiries.
Pricing Confidence Prompts
Designed to help you approach pricing conversations calmly and professionally, so you can explain what your service includes and why it’s worth the investment.
Marketing Leaflet Template & Video
Download and use this editable Canva template to create a professional, client-friendly leaflet that reflects your brand and explains your services clearly.
Access the Workshop Replay and Resource Toolkit for only £97.
Get Instant Access – £97YOUR QUESTIONS ANSWERED
When can I watch the workshop?
How long will I have access?
How do I access the slides and resources?
Who is this workshop for?
Does this workshop count as formal CPD?
Can I get support after the workshop?
ABOUT YOUR HOST
Hi, I’m Marion Ellis.
I’ve spent most of my career supporting residential surveyors to build clearer client journeys, stronger communication, and more sustainable businesses — without losing professional integrity.
I know how easy it is, especially when you’re busy, for marketing, messaging, and client conversations to feel rushed or uncomfortable. But these are often the areas that make the biggest difference to trust, instructions, and long-term reputation.
In this workshop, I share practical tools, wording, and examples you can use straight away — all grounded in real conversations with surveyors and clients.
- Immediate access
- 12 months’ access
- CPD certificate included
