Managing & Marketing a Profitable Surveyors’ Practice

Introduction

You need to be more than an excellent technical surveyor to manage and grow a practice. Whether you serve commercial or residential markets, you’ll need a host of leadership, management, strategy, financial, human resources and business development skills.

This virtual online workshop is aimed at those who are progressing into management roles and need a foundation in business skills. It also attracts those who are experienced leaders who wish to refresh their thinking or seek new ideas to overcome common challenges (e.g. motivation, succession, virtual teams, complaints management, competition).

The facilitator has worked with the management teams of small and large surveying practices and real estate consultancies. As well as case studies and examples from the sector, the course offers practical guidance to manage and grow a profitable practice and facilitates discussion to help you apply the ideas and learn from your peers.

What You Will Learn

This live and interactive session will cover the following:

• Your interests and challenges
• Part One - Practice Management
• Become a practice leader
• Build a vision and plan
• Analyse your market, position, resources and performance
• Understand your goals
• Develop your strategies
• Prioritise actions and build a business plan
• Manage resources and operations
• Finance fundamentals
• People strategies (recruitment, engagement, development, progression)
• Information, processes and technology adoption
• Manage growth challenges and organizational change
• Part Two - Practice Development
• Select your marketing and business development strategies
• Segment markets and target clients
• Select services and agree pricing approaches
• Develop your brand (differentiation) and messaging
• Develop existing clients and referrers
• Client care and listening
• Relationship strategies (referrers and key clients)
• Attract new business
• Digital marketing strategies (email, web sites, SEO, social media, advertising)
• In person events and networking
• Create and measure communications and thought leadership campaigns
• Manage enquiries, the sales process and pitching
• Onboarding new clients
• Summary and action planning

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.