Personalised Cards & Letters for Chartered Surveyors
Delight home buyers and commercial property clients with custom direct mail sent automatically from your CRM. Personalized Marketing designs bespoke cards, postcards, and letters featuring client details, premise photos, and tracked QR codes. From post-survey thank-yous to annual valuation reminders, we handle design, printing, and postage seamlessly.
Free to try · printing and UK postage included when you send
Put in your website and see the card your chartered surveyors would send — in about a minute.
Try it freeWhen surveyors send post
Six moments that work — each card written for the person it goes to.
Post-Survey Thank You
Sent right after delivering a Level 2 or Level 3 Home Survey report.
“Dear Sarah, thank you for choosing us for your recent home survey. Moving house can be stressful, so we hope our report gave you peace of mind. Please scan the QR code to leave us a quick Google review.”
Annual Valuation Reminders
Sent twelve months after providing a probate, tax, or commercial valuation.
“Hello Sarah, it has been a year since our last valuation on your property portfolio. Property markets shift rapidly, so scan the QR code inside to schedule an updated inspection or discuss your ongoing property advice needs with our team.”
Homeowner Moving Anniversary
Sent on the anniversary of the buyer completing on their new property.
“Happy anniversary in your home, Sarah! We loved carrying out the building survey on your property last year. If you are planning alterations or need advice on project management, scan the code to get in touch with us anytime.”
Commercial Lease Renewal Outreach
Sent to commercial property clients ahead of upcoming lease events or rent reviews.
“Hello Sarah, with your upcoming commercial lease review on the horizon, expert professional advice can protect your position. Scan the QR code to review your tailored proposal and watch a short video message from our lead commercial chartered surveyor.”
Solicitor & Agent Referral Thank You
Sent to conveyancers and estate agents who refer new survey instructions.
“Dear Sarah, thank you for recommending our surveying services to your buyer. We truly value our professional relationship with your practice. Scan the QR code to check our current availability for any upcoming instructions you might have.”
Client Win-Back Campaign
Sent to past commercial or residential clients who have not instructed you recently.
“Hello Sarah, we missed working with you on your property matters. As trusted local chartered surveyors, we would love to support your next purchase or development. Scan the QR code to see our updated service offering and latest case studies.”
Automated Post directly from CRM
Connect HubSpot, Zapier, or your custom CRM to trigger printed cards instantly when a report is completed or an instruction closes. Postage, printing, and bespoke formatting are entirely handled for you.
Bespoke Branding and Property Imagery
For business recipients, our software automatically pulls branding, website images, and photos of the target premises onto the letter or card. Every piece of post feels genuinely hand-crafted and highly relevant.
Track Scans Clicks and Reviews
Include dynamic QR codes that send clients to personalized landing pages, video messages, or Google review links. Monitor scans and conversions in real time to measure campaign success accurately.
Questions surveyors ask
How does the platform pull building or business details for commercial mailings?+
When you send to a business contact, our system analyzes their web address to retrieve company logos, team photos, and images of their premises. It automatically incorporates these visual elements into the card or letter layout.
Can we integrate this with our current practice management software?+
Yes, Personalized Marketing integrates directly with HubSpot, Zapier, Shopify, and offers a flexible API. You can automatically trigger post whenever a job status changes in your system.
Are Royal Mail postage costs included in the service?+
Yes, printing, custom design, envelope addressing, and postage are all included in a single automated service. There are no separate postage stamps or trips to the post office required.
How do personalized QR codes help us collect Google reviews?+
Every card or postcard can feature a unique QR code directing home buyers straight to your Google review page. You can track exactly which client scanned the code and submitted feedback.
See yours in a minute
Put in your website — our studio makes a card and postcard from your chartered surveyors to your customers. Free.
✨ Design my card