WORKSHOP REPLAY

Client Onboarding
for Surveyors

A clear and well-managed onboarding process sets expectations early and reduces your risk of complaints. In this workshop replay, you’ll learn practical steps to create smoother client journeys, communicate with confidence, and build stronger relationships from the first enquiry onwards.

Instant Access £97

Feel Confident and Prepared

Build Processes That Work

Save Time and Reduce Risk

In business, first impressions count

Creating a smooth, calm onboarding experience isn’t just good customer service — it’s an essential part of managing expectations, reducing your risk, and building long-term trust with your clients.

In this workshop replay, you’ll discover a clear, structured approach to client onboarding that supports the Home Survey Standard, helps you handle enquiries confidently, and gives your clients the information they need at the right time.

Whether you're newly qualified, running a small practice, or simply want your systems to feel more organised and consistent, you're in exactly the right place

WHAT YOU'LL LEARN

Great onboarding doesn’t just feel better – it reduces risk, builds trust, and helps clients understand exactly what will happen next.

By the end of this workshop replay, you’ll be able to:

Communicate clearly with clients to reduce misunderstandings
Set expectations early in the process so everyone feels informed
Build a smooth, repeatable onboarding workflow
Feel more confident talking about risks, limitations, and next steps
Strengthen your professional reputation with a consistent, customer-focused approach

What other surveyors have said...

Independent Surveyor

The onboarding templates alone saved me hours each week. My clients immediately felt clearer about the process.

RICS Surveyor

This workshop gave me the confidence to communicate properly with clients — it reduced my complaints instantly.

WATCH THE WORKSHOP

1-Hour Workshop Replay & Slides

Learn the full onboarding process step-by-step with real examples and explanations.

CLIENT DISCOVERY TOOLS

Client Discovery Questions Template

Ask the right questions early so you avoid misunderstandings and reduce the risk of complaints.

Client Discovery Questions – HSS Ready

A tailored version supporting conversations aligned with the Home Survey Standard.

Client Onboarding Email Sequence Template

Save hours on admin with ready-made emails that keep communication clear and consistent.

CLIENT JOURNEY TEMPLATES

Client Journey Action Planner

Turn enquiries into a clear, simple process you can follow every time.

Client Journey Action Planner – HSS Ready

A version that aligns your workflow with the Home Survey Standard.

YOUR QUESTIONS ANSWERED

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Feel confident onboarding clients with a clear, repeatable process.

Get instant access to the workshop replay and resources.

Get Instant Access £97

ABOUT YOUR HOST

Hi, I'm Marion Ellis,

I've spent most of my career supporting surveyors to create outstanding customer experiences.

As busy surveyors, it’s easy to focus on the technical side of the services that we deliver, ignoring the positive impact exceptional customer experience can bring.

During my Client Onboarding Workshop, I share tools and knowledge to help you create an organised and consistent approach to creating unforgettable first impression that will leave your clients feeling confident and secure.