WORKSHOP REPLAY
Client Onboarding
for Surveyors
A clear and confident onboarding process sets expectations early, reduces risk, and helps clients understand exactly what will happen next.
In this workshop replay, you’ll learn practical steps to create smoother client journeys, communicate with clarity, and build stronger relationships from the very first enquiry.
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Feel Confident and PreparedÂ
Build Processes That Work
Save Time and Reduce Risk
In business, first impressions count
Great onboarding doesn’t just feel better; it reduces risk, builds trust, and helps clients feel confident about the service they’re receiving.
In this workshop replay, you’ll learn a simple, structured approach to client onboarding that supports the Home Survey Standard. You’ll see how to handle enquiries confidently, communicate what clients need to know, and guide them through the process with clarity and consistency.
Whether you're newly qualified, running a small practice, or want more organised systems, you’re in the right place.
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Start Watching NowWHAT OTHER SURVEYORS HAVE SAID
Mark, MRICS Surveyor
Independent Business Owner
"This workshop gave me the confidence to communicate properly with clients - it reduced my queries instantly!"
James, AssocRICS Surveyor
Independent Surveyor
"The onboarding templates alone saved me hours each week. My clients immediately felt clearer about the process."
WATCH THE WORKSHOP
1-Hour Workshop Replay & Slides
Learn the full onboarding process step-by-step
with real examples and explanations
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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 to every client enquiry.
CLIENT DISCOVERY TOOLS
Client Discovery Questions Template
Ask the right questions early to avoid misunderstandings and reduce risk.
Client Discovery Questions Template – HSS Ready
A version that aligns with the Home Survey Standard.
Client Onboarding Email Sequence Template Â
Save hours on admin with ready-made, client-friendly email templates.
CLIENTÂ JOURNEY TEMPLATESÂ
Client Journey Action Planner
Turn enquiries into a clear, consistent process you can follow every time.
Client Journey Action Planner – HSS Ready
A version that aligns your workflow with the Home Survey Standard.
Dont miss the chance to start making a difference today.Â
Access the Workshop Replay and Resource Toolkit for only ÂŁ97.Â
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ABOUT YOUR HOST
Hi, I’m Marion Ellis.
I’ve spent most of my career helping surveyors create outstanding customer experiences. It’s easy to focus on the technical side of our work and overlook the positive impact that clear communication and structured onboarding can have on client confidence.
During my Client Onboarding workshop, I share practical tools and knowledge to help you create an organised, consistent approach that leaves your clients feeling informed, supported, and secure.
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