The Workshop Library
On-demand workshops for residential surveyors. Practical, structured, and designed to support your surveying practice.
Learn at your own pace. Includes CPD certificates and practical templates.
Not sure where to start? Take the free roadmap quiz.
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Start the Roadmap Here
HOW THE PATHWAYS WORKÂ
Practical workshops, organised to make it easier to choose
The Workshop Library is organised into simple pathways to help you decide where to focus — without needing to do everything at once.
Each pathway groups together workshops that solve related challenges. You can:
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follow a full pathway,
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choose a single workshop, or
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mix and match depending on where you are right now.
There’s no fixed order and no pressure to “catch up”.
This is about progress — not perfection.
Foundations & Confidence
Get the basics working properly — so everything else feels easier.
Best for:  surveyors who want clearer processes, confident client conversations, and fewer day-to-day worries.
This pathway helps you put solid foundations in place, especially if your work feels technically sound but the business side feels rushed, reactive, or inconsistent.
Workshops in this pathway:
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Client Onboarding for Surveyors
Create a clearer, more consistent client journey from first contact to instruction. Explore this workshop -
Selling Home Surveys with Confidence
Explain your services and fees with confidence — without feeling awkward or salesy.  Explore this workshop -
Helping Your Client Use Your AdviceÂ
Support clients after the survey with clear, professional guidance that protects boundaries and expectations. (Coming Soon)
Risk, Resilience & Protection
Reduce exposure. Improve outcomes. Protect your reputation.
 Best for: surveyors who want to feel more in control when things don’t go to plan.
This pathway focuses on managing risk sensibly — through preparation, structure, and good communication — rather than firefighting problems as they arise.
Workshops in this pathway:
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Complaint Handling for Surveyors
Triage issues early, respond clearly, and manage expectations before they escalate. Explore this workshop -
Auditing for Your Surveying Business
Build an audit approach that supports quality, consistency, and review readiness. Explore this workshop -
Business Continuity Planning for Surveyors
Put plans in place to protect your clients, income, and reputation when disruption happens. Explore this workshop.
Visibility & Better Enquiries
Be easier to find — and clearer about what you offer.
Best for:Â surveyors who want better enquiries without feeling salesy or over-exposed.
This pathway is about visibility and clarity — helping potential clients understand what you do before they pick up the phone.
Workshops in this pathway:
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Branding Basics for Surveyors
Communicate your value clearly and consistently — without pretending to be someone you’re not. Explore this workshop. - Marketing Basics for Surveyors (Coming Soon)
Understand what marketing actually means for a surveying business — and how to attract the right work without constant posting or pressure. - Google Business Profile for Surveyors (Coming soon)
Optimise your profile so it reflects your services, builds trust, and supports higher-quality enquiries.
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Each workshop works on its own — but they’re designed to work well together.
You don’t need to commit to a full programme.
Start with one workshop that solves a real problem, then build from there if and when it’s useful.
Set yourself up for success.
Take our free quiz to receive your own personalised Surveying Success Roadmap.
Running a successful surveying practice is not just about being good at the technical stuff. It also involves learning how to create opportunities for business, trusting your instincts, and managing risks.
The Surveying Success Roadmap quiz considers your current skills, then guides you to essential resources and tools necessary for growth and success as a surveying business owner.
* It takes just 5 minutes
* It’s completely free
* Receive a personalised Surveying Success Roadmap.
Live WorkshopsÂ
HOW WE HELP
Practical workshops
for real results
I believe small surveying businesses should have access to clear, practical support — without needing a big team, big budget, or endless time.
That’s why my workshops are designed to be affordable, high-quality, and immediately useful, focusing on the real challenges surveyors face when running a business day to day.
Each workshop includes practical resources and ready-to-use templates you can adapt for your own practice, alongside clear guidance to help you apply what you’ve learned with confidence.
My aim is to support you with tools and insight that make a genuine difference — helping you take confident, meaningful action in your business.