- Scope explanation
- Staff-reviewed limitations
- Request status wording
- Related reference links
Case study: Multi-partner firms
What advisory consultations covers, and what it does not
The advisory consultations page amounted to a few general sentences. Neither the limits of an online request nor the need for confirmation were mentioned.
- Client
- Operations improvement consultancy
- Region
- Chandler, Arizona
- Size
- 12 staff; one locally managed operation
- Timeline
- 15 working days after content approval, including staff review and handover
Before the build
Where the work started
Operations improvement consultancy in Chandler, Arizona: 12 staff; one locally managed operation.
- 01
The starting point
The advisory consultations page amounted to a few general sentences. Neither the limits of an online request nor the need for confirmation were mentioned.
- 02
The problem
When it comes to advisory consultations, assumptions hardened into expectations before anyone spoke. Staff opened calls by unwinding what the page had allowed people to believe.
The build
What we built
The revised page draws a clean line between published information, initial requests and confirmed arrangements. It sets partner responsibilities and the engagement process beside a concise explanation of a discovery meeting with the appropriate adviser, with every limitation reviewed by the business.
Where this lives in the offer
Timeline
15 working days after content approval, including staff review and handover
After launch
What changed
With advisory consultations, the distinction between asking and agreeing is now explicit. Staff spend the first call on the customer's situation, not on revising the website's wording.
In the client's words
I no longer brace for the 'but your website said' moment. The advisory consultations wording is careful because we finally made it careful.
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?
15 working days after content approval, including staff review and handover.
02What did the work include?
Scope explanation, Staff-reviewed limitations, Request status wording, Related reference links. The revised page draws a clean line between published information, initial requests and confirmed arrangements.
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.