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Conveyancing Workshop:  How to win more higher value conveyancing instructions ... and "clients for life."


BEST PRACTICE on new conveyancing enquiries to generate better business, referrals and recommendations across your private client practice.

Why you need to do this?

Getting it right consistently and with conviction will enable your practice to build lifetime relationships with your best key prospects for other legal services, their friends, family and work colleagues too.

A thought-provoking, inspiring and practically-focused IN-HOUSE WORKSHOP for up to 12 of your conveyancing team, including support staff in contact with clients.  

Presented by Allan Carton, a long-established business development specialist working in the conveyancing sector.  


Your practice will produce a quick return on investment from:


  • Improved employee confidence and satisfaction 

  • Better engagement with clients

  • An increase in more profitable instructions

  • Improved client satisfaction

  • Higher fees per transaction

  • Increased referrals and recommendations


Your people will:


  • Learn very practical ways to sell your services on value - not price; which they can and should start to apply the very next day.


  • Understand why winning conveyancing business is not just about price - learning what other benefits clients value and how to present your service to appeal to different enquirers; which few conveyancers currently even try to do.


  • Be equipped to engage more effectively in internal discussions about pricing, enabling you optimise your prices.


  • Recognise their potential and their role to generate more private client business for your practice from clients and prospects who should stay with you "for life". Every conveyancing enquiry comes from a potential lifelong client!


  • Finalise a Personal Action Plan, so they can start to sell your and their services more successfully.


  • Get client conversations off on the right foot, ask the right questions at the right time throughout the conversation and ask for the business at the end - every time.


  • Be equipped to agree a consistent "best practice" approach and supporting systems to tap into the potential of every new conveyancing as source of further business for your private client practice.


During the session your people will explore:


  • The wider market  for conveyancing and other private client services.

  • The lifetime value of conveyancing clients and their (generally untapped) potential to refer and recommend their friends, work colleagues and family to you; how to help clients to do this.  How they can co-ordinate with other departments to agree best practice to cross-sell services

  • Mystery Shopping and Market research on your practice, your competitors and your local conveyancing market. A Mystery Shop Me! is included in the price and will be provided in advance of any training, giving you:

  • A report and evaluation of how calls are currently handled at your firm

  • Conveyancing Opportunity analysis based on volume of transactions and market shares

  • ConveyancingMap transaction data


  • What most clients really want when they ask for a "quote"; why and how to talk about strengths and benefits, rather than focus on price.


  • How to apply the AIDA model at every stage of handling a new conveyancing enquiry / quote.


  • What works and what does not when selling conveyancing services; enabling your people to share their experience and then agree "best practice" for everyone to adopt with confidence.


  • How to make it easier for clients to refer and recommend you as routine.  Why you want to know more about who their family, friends and work colleagues are .. and what to do with that.


  • A personal action plan to put what they have learned during the day into practice.


... and much more  besides, depending on the conversation, issues and challenges discussed candidly during the day.


Price : £1,200  plus vat and expenses.

Terms:  50% payable on placing order - 50% on completion of training.

Allan Carton
Training Request Form

Your name and contact details

Thank you for getting in touch. We will get back to you as soon as possible.

Conveyancer Firm, East Sussex

...we have restructured the way we engage with new business and have a dedicated resource to manage our new enquiries. We feel fitter as a business and are far more confident winning new clients than we were before. 

Conveyancer Firm, West Midlands 

We have stopped apologising for our fees as we now know just how competitive we have been. We have increased our fees and still know that we are not the most expensive firm. The 5% of clients that are comparing us on fees can go elsewhere thanks. Your insights have been invaluable.

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