Managing & Marketing a Profitable Surveyors’ Firm: Practice Development

Introduction

Sustainable growth in a surveying practice depends on clear market focus, well-designed services and pricing, consistent messaging, and a simple, repeatable sales process.

In practice, firms lose margin through unfocused targeting, generic offers, sporadic marketing and weak hand-offs from enquiry to onboarding.

This webinar is designed to explore practical methods to choose markets, shape services and pricing, develop existing clients and referrers, run a workable channel mix and manage the pipeline from first contact to signed instruction.

What You Will Learn

This webinar will cover the following:

• Market Focus & Service Design: segment clients; define offers that fit need and capability; set indicative pricing approaches (fixed, hourly, retainers)
• Brand & Messaging: points of difference, proof (case studies, testimonials), and where to show up (web, email, SEO, social, events)
• Develop Existing Clients & Referrers: listening loops, simple account plans, and practical referrer strategies (e.g., law firms, planners, engineers)
• Attract New Business: workable channel mix and light-touch thought leadership that fits a delivery-heavy practice
• Sales Process: triage enquiries, run effective discovery calls, scope and price proposals, follow up, and onboard in a way that protects margin
• Practical Tools: 90-day BD plan template, pipeline tracker, enquiry triage checklist and a concise proposal outline

This session builds on operational management by focusing on market strategy, client development, and sales processes; to complement these insights, the webinar Managing & Marketing a Profitable Surveyors’ Firm: Practice Management covers the essential internal systems and team practices.

This pre-recorded webinar will be available to view from Tuesday 12th May 2026

Alternatively, you can gain access to this webinar and 2,101 others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.