- After-hours request form
- Staff response window
- Morning request summary
- Clear acknowledgment
Case study: Multi-partner firms
Out-of-hours advisory consultations, handled honestly
Outside working hours, advisory consultations visitors could find a phone number and little else. The alternative was an unstructured message with no guidance.
- Client
- Transformation advisory consultancy
- Region
- Tulsa, Oklahoma
- Size
- 18 staff; one locally managed operation
- Timeline
- 10 working days after content approval, including staff review and handover
Before the build
Where the work started
Transformation advisory consultancy in Tulsa, Oklahoma: 18 staff; one locally managed operation.
- 01
The starting point
Outside working hours, advisory consultations visitors could find a phone number and little else. The alternative was an unstructured message with no guidance.
- 02
The problem
Day to day with advisory consultations, messages arrived missing the details a callback needs. Mornings began with channel-checking before anyone could decide what to tackle first.
The build
What we built
After-hours submissions now capture business structure, advisory topic and reporting deadline and tell the sender when a real person will reply and how the path to a discovery meeting with the appropriate adviser works. Nothing masquerades as a live response.
Where this lives in the offer
Timeline
10 working days after content approval, including staff review and handover
After launch
What changed
For advisory consultations, the day now starts with structured requests. Visitors know where they stand, and nobody is pretending to be awake who is not.
In the client's words
We close at night and the site says so honestly. advisory consultations inquiries still arrive in good order by morning.
Want the same kind of fix on your own firm's site? Walk through it with us on a live call.
Book a demoQuestions about this engagement
01How long did this engagement take?
10 working days after content approval, including staff review and handover.
02What did the work include?
After-hours request form, Staff response window, Morning request summary, Clear acknowledgment. After-hours submissions now capture business structure, advisory topic and reporting deadline and tell the sender when a real person will reply and how the path to a discovery meeting with the appropriate adviser works.
03Can a accounting or professional services firm get the same work done?
Yes. Every feature this engagement relied on is included on every plan, from Practice up.
04Why is the client not named?
Clients are identified by type and region only, on purpose. The quote on this page is the client's own, published with their permission, and nothing on the page is invented.
Your firm's version of this fix
A live walk-through of the pages, the inquiry flow and the handover your firm would get, and which plan carries them.