- Confirmation page
- Acknowledgment email
- Correction contact
- Opening-hours guidance
Case study: Multi-partner firms
Closing the loop on advisory consultations submissions
After a advisory consultations submission there was nothing: no confirmation, no summary, no indication of what would happen or when.
- Client
- Performance improvement practice
- Region
- Tacoma, Washington
- Size
- 6 staff; one locally managed operation
- Timeline
- 25 working days after content approval, including staff review and handover
Before the build
Where the work started
Performance improvement practice in Tacoma, Washington: 6 staff; one locally managed operation.
- 01
The starting point
After a advisory consultations submission there was nothing: no confirmation, no summary, no indication of what would happen or when.
- 02
The problem
With advisory consultations, duplicate submissions and 'just checking' calls became routine. The team spent mornings untangling messages that belonged to a single conversation.
The build
What we built
Submissions now conclude with a confirmation page that recaps the request and describes the route to a discovery meeting with the appropriate adviser. The acknowledgment email covers corrections and realistic response times.
Where this lives in the offer
Timeline
25 working days after content approval, including staff review and handover
After launch
What changed
When it comes to advisory consultations, senders can see their request has landed and know exactly how to chase it if needed. The team works from one conversation rather than reconciling near-identical submissions.
In the client's words
Our advisory consultations confirmation explains the next step in plain terms. A customer should never have to ring just to ask if a form went through.
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?
25 working days after content approval, including staff review and handover.
02What did the work include?
Confirmation page, Acknowledgment email, Correction contact, Opening-hours guidance. Submissions now conclude with a confirmation page that recaps the request and describes the route to a discovery meeting with the appropriate adviser.
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.