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Live Online Workshop

Client Onboarding
for surveyors

23rd April 2025, 1.30 pm


Discover how to make the best first impression on new clients.
In this 1 hour live workshop, you'll learn practical insights and strategies to help you create a customer focussed onboarding process that will leave your customers feeling confident and secure.

Register today

Feel Confident and Prepared 

Build Processes That Work

Save Time and Money

In business, first impressions count.

Having a well-considered client onboarding process can make all the difference.

Join this live workshop on Client Onboarding for Surveyors and discover how creating the right sign-up process makes a difference to you and your clients.

You'll get practical insights and strategies to help you get started. By the end of the workshop, you'll have the tools and knowledge to ensure:

  • You are communicating clearly with your clients to reduce misunderstandings, which may lead to complaints
  • Your clients feel informed and valued as they get the information they need at the right time
  • Your reputation is enhanced as you are established as a trusted expert
Book your spot today
WHAT'S INCLUDED

Practical CPD you can apply today


This live event can count as formal CPD and includes:

  • Live webinar followed by Q&A, recorded and available as a replay
  • Proven strategies so you know exactly what to do and you don’t get overwhelmed 
  • Ready-to-go editable templates for days when you feel stuck and to maintain a consistent quality of correspondence
  • Useful checklists and prompts to empower you to make the best decisions (and finding the right support)
Your investment? Only £97 per person
Book your spot today
HEAR FROM PAST
MASTERCLASS ATTENDEES

Create a stand-out first impression that leaves your clients wanting more.

Register today
YOUR QUESTIONS ANSWERED
Onboard client's with confidence and ease.
Register today for the live workshop.
Register today
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 just 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. 

Book your spot today
DON'T MISS OUT

Join our live workshop to develop an organised and consistent approach to client onboarding.


I can't wait to welcome you.

Register today