- Local contact panel
- Location selection
- Location-aware notifications
- Opening hours
Case study: Outsourced CFO
Local routing built into advisory consultations
A single page covered advisory consultations for every location. Working out which phone number or inbox applied was the visitor's problem.
- Client
- Growth and planning consultancy
- Region
- Newark, Delaware
- Size
- 12 staff; one locally managed operation
- Timeline
- 20 working days after content approval, including staff review and handover
Before the build
Where the work started
Growth and planning consultancy in Newark, Delaware: 12 staff; one locally managed operation.
- 01
The starting point
A single page covered advisory consultations for every location. Working out which phone number or inbox applied was the visitor's problem.
- 02
The problem
For advisory consultations, first-contact calls landed anywhere. Staff transferred politely, customers repeated themselves, and the form knew nothing of branches.
The build
What we built
Local contact details now sit beside the service description they belong to. The inquiry carries the selected location into the staff notification, together with business structure, advisory topic and reporting deadline.
Where this lives in the offer
Timeline
20 working days after content approval, including staff review and handover
After launch
What changed
Day to day with advisory consultations, staff no longer begin calls by discovering the caller belongs to another branch. The routing happens on the page, before anyone picks up a phone.
In the client's words
Our internal map used to be the customer's homework. The advisory consultations page does that work for them.
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?
20 working days after content approval, including staff review and handover.
02What did the work include?
Local contact panel, Location selection, Location-aware notifications, Opening hours. Local contact details now sit beside the service description they belong to.
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.