- Page inventory
- Maintenance notes
- Backup reviewer
- Form check instructions
- Support contacts
Case study: Multi-partner firms
Instructions included: advisory consultations after launch
The business had previously been handed a website with no practical handover. Questions about maintaining advisory consultations information meant tracking down the original designer.
- Client
- Change management consultancy
- Region
- Santa Rosa, California
- Size
- 9 staff; one locally managed operation
- Timeline
- 25 working days after content approval, including staff review and handover
Before the build
Where the work started
Change management consultancy in Santa Rosa, California: 9 staff; one locally managed operation.
- 01
The starting point
The business had previously been handed a website with no practical handover. Questions about maintaining advisory consultations information meant tracking down the original designer.
- 02
The problem
With advisory consultations, simple updates became small crises of uncertainty. Without documented steps, the safest option was always to do nothing.
The build
What we built
Documentation delivered with the site covers pages, procedures and contacts, and walks the team through the path to a discovery meeting with the appropriate adviser. Partner responsibilities and the engagement process have an assigned owner and a deputy.
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, maintenance no longer depends on memory or on any single individual. Whoever picks up the task finds instructions, contacts and ownership written down.
In the client's words
The advisory consultations notes were tested by my absence, which is the only test that matters. My cover ran the site without ringing me once.
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?
Page inventory, Maintenance notes, Backup reviewer, Form check instructions, Support contacts. Documentation delivered with the site covers pages, procedures and contacts, and walks the team through the path 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.