Efficient from the start. Personal at every touchpoint.
How Gary and HomeCheck Surveyors built the right foundations for a new practice, reduced administration and preserved the personal customer experience at the heart of the business.
Practical property experience, channelled into confident customer guidance.
HomeCheck Surveyors draws on nearly two decades of experience across construction and property. After years spent building and repairing homes, the practice now uses that practical understanding to help buyers make informed decisions across North East England.
Once the work is put in at the front end and everything is fully customised, most interactions can be dealt with at the click of a button. As a small practice and somebody on the go all the time, that is exactly what I wanted.
Gary Graham · HomeCheck Surveyors
Less routine administration. More energy for customers and surveys.
These outcomes reflect Gary’s experience of creating an efficient new practice without losing the tailored communication and personal service his customers value.
time saved on administration
Once the system was configured, routine interactions could be managed at the click of a button, creating more space for technical surveying work.
communication at every stage
Branded templates, familiar signatures and fully customised wording allow automation to support HomeCheck’s own voice rather than replace it.
quotes through the website
Prospective customers can receive a survey price immediately, creating a strong first touchpoint and giving Gary the opportunity to sell the value of his service.
Results are an individual customer experience and will vary according to each business, implementation and use of the platform.
The efficiency of automation, without losing the human touch.
Gary explains how HomeCheck established efficient foundations from day one while keeping communications recognisable, personal and true to the practice.
- Building efficient processes into a new surveying practice
- Replacing separate spreadsheets with connected administration
- Customising emails with HomeCheck’s branding and wording
- Providing prospective customers with instant online quotes
- Receiving responsive onboarding and ongoing support
A conversation with Gary.
The complete customer interview, lightly edited for readability while preserving Gary’s meaning and experience.
Who are you and HomeCheck Surveying?
My name is Gary Graham. I’m the Director of HomeCheck Surveying, a residential surveying practice based in North East England.
What were your goals, and have you achieved them?
As a new business, it was important for us to start with the correct foundations. The goal was always to provide excellent customer service alongside quality surveys.
Using the CRM ensures that we operate efficiently. Rather than muddling along with our own spreadsheets, Survey Booker has made the administration extremely easy, allowing us to focus more energy on the technical side of the job.
Were you concerned about losing the personal touch?
I was slightly concerned that I might lose a personal touch with customers, but that has not been the case at all.
We received great onboarding and learned how to customise our email interactions fully. They carry our company logo, usual signatures and our own wording, so the emails customers receive feel much like something I would have written organically.
How much time have you saved on administration?
I wanted to know how much time an automated system would actually save, and it has achieved exactly what I wanted.
Once the work is put in at the front end and everything is fully customised, most interactions can be managed at the click of a button. As a small practice and somebody who is on the go all the time, that is exactly what I needed.
How has Survey Booker helped you engage customers?
My favourite feature is the ability to provide an instant quote for a survey. A link on our website connects with Survey Booker, allowing visitors to receive a price immediately.
Consumers want a quick answer about what a survey will cost. That instant quote gives me a foot in the door, and from there it is my opportunity to explain and sell the value of our service.
Would you recommend Survey Booker?
I absolutely would recommend Survey Booker to anybody else going into business as a surveyor. It is so efficient, and the time it has saved is priceless.
It is also competitively priced, and the support we have received from the team has been excellent.
Automation did not replace the personal touch. It created more room for it.
For HomeCheck, thoughtful setup and customisation created a process that feels efficient behind the scenes while remaining familiar, responsive and distinctly personal to every customer.
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