Clearer insight. Stronger connections across the business.
How Phoebe and Viking Surveyors use Survey Booker to streamline administration, understand sales performance and keep customers, referrers and colleagues connected.
A family-run practice with a more connected way of working.
Viking Surveyors is a private, family-run firm of Chartered Surveyors with more than 17 years of experience. The independent, well-established practice is focused on making property reports and the wider customer journey easier to understand.
Our sales have grown immensely because we are now able to track quotes and the source of those quotes efficiently.
Phoebe Isabella Porter · Viking Surveyors
Useful information made visible. Better decisions made possible.
These outcomes reflect Phoebe’s experience of using Survey Booker to bring customer communication, referrer visibility, internal tasks and sales reporting into one connected process.
administration time savings
Streamlined processes reduced repetitive administration and gave the team a more efficient way to manage work across the customer journey.
quote and lead-source reporting
Visibility of quotes and where they came from helps Viking understand performance, refine marketing activity and support continued sales growth.
journey for customers, referrers and teams
Automated updates keep customers informed, referrers can follow progress, and internal tasks help colleagues stay accountable.
Results are an individual customer experience and will vary according to each business, implementation and use of the platform.
From disconnected updates to visibility across the whole journey.
Phoebe explains how Viking uses Survey Booker to communicate more consistently, understand sales performance and connect customers, referrers and the internal team.
- Keeping customers informed with automated updates
- Tracking sales statistics and quote sources
- Giving referrers visibility of progress and expected income
- Assigning internal tasks and deadlines
- Connecting wider platforms through integrations and automation
A conversation with Phoebe.
The complete customer interview, lightly edited for readability while preserving Phoebe’s meaning and experience.
Who are you and Viking Surveyors?
Hello, my name is Phoebe Isabella Porter. I’m Head of Surveying Services here at Viking Surveyors, a residential surveying company in the UK.
What challenges did you face before Survey Booker?
We needed a system that could give our clients efficient and regular updates at every stage of their journey.
We also wanted accurate statistical reporting, so we could easily look back at previous months and understand how the business was performing.
How does Survey Booker help you?
The customer portal allows clients to track every stage of their journey, from receiving a quote through to completion.
We can also generate sales statistics reports quickly, giving our sales team the information they need without having to assemble it manually.
How much time have you saved on administration?
We have saved a huge amount of time in our administrative section through the streamlined processes Survey Booker has given us.
How much have your sales grown?
Our sales have grown immensely because we are now able to track quotes and the source of those quotes efficiently.
The sales reports allow us to see what is working, make informed changes to our marketing and continue supporting the business’s growth.
How has Survey Booker helped you engage customers?
Customers receive automated updates at each stage, supported by customised email templates, so they know how their instruction is progressing.
Our referrers can also track quotes, provide quotes and see expected income in one central place instead of having to chase us for updates. Internally, we can assign tasks and deadlines so responsibilities remain clear.
What have you been most impressed with?
I have been most impressed by the number of platforms Survey Booker integrates with and the automation that brings those systems together.
Would you recommend Survey Booker?
I would recommend Survey Booker to new firms looking for modern software that can connect the dots and save a huge amount of administrative time.
The ongoing support has also been excellent. Our questions are never left unanswered, and the team works with us to find the best solution.
The value is not one isolated feature. It is having the whole business connected.
For Viking, connecting customer updates, referrer visibility, team responsibilities and sales reporting makes the day-to-day process clearer while giving the business stronger information for future decisions.
More real experiences from surveying practices.
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