- Purpose-specific fields
- Readable notifications
- Clear response expectations
Case study: Multi-partner firms
Repairing the opening step of advisory consultations
For advisory consultations, the market entry consultancy offered little more than an email address on the contact page. Notes arrived in every shape, most missing the basics.
- Client
- Market entry consultancy
- Region
- Tulsa, Oklahoma
- Size
- 12 staff; one locally managed operation
- Timeline
- 10 working days after content approval, including staff review and handover
Before the build
Where the work started
Market entry consultancy in Tulsa, Oklahoma: 12 staff; one locally managed operation.
- 01
The starting point
For advisory consultations, the market entry consultancy offered little more than an email address on the contact page. Notes arrived in every shape, most missing the basics.
- 02
The problem
Day to day with advisory consultations, the inbox dictated the pace: every inquiry needed a clarifying reply before real work could start. On full days, clarification was the work.
The build
What we built
A rebuilt inquiry form now asks for business structure, advisory topic and reporting deadline up front. Each submission arrives in a tidy email format, carries a clear category label and sets out a discovery meeting with the appropriate adviser as the next step.
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, staff can act on the first message instead of the third. The walkthrough shows a cleaner handover while keeping clear that an inquiry does not become a booking on submission.
In the client's words
Our replies to advisory consultations start with answers instead of questions. That is the whole improvement, and it is not a small one.
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?
Purpose-specific fields, Readable notifications, Clear response expectations. A rebuilt inquiry form now asks for business structure, advisory topic and reporting deadline up front.
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.