- Staff-reviewed FAQ
- Topic grouping
- Named content owner
- Contact links for individual questions
Case study: Audit and assurance
A common reference for advisory consultations questions
Answers about advisory consultations lived in the heads and outboxes of individual staff. The organization's best explanations had never been written down in one place.
- Client
- Compliance advisory practice
- Region
- Lexington, Kentucky
- Size
- 18 staff; one locally managed operation
- Timeline
- 20 working days after content approval, including staff review and handover
Before the build
Where the work started
Compliance advisory practice in Lexington, Kentucky: 18 staff; one locally managed operation.
- 01
The starting point
Answers about advisory consultations lived in the heads and outboxes of individual staff. The organization's best explanations had never been written down in one place.
- 02
The problem
For advisory consultations, the best answers were buried in old sent emails. New colleagues had nothing reliable to learn from, and visitors could not settle simple points without ringing.
The build
What we built
A curated FAQ now covers partner responsibilities and the engagement process, built from the questions customers actually ask. Owners reviewed their own answers, and anything requiring personal advice is routed to a conversation rather than guessed at online.
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, the same question now gets the same answer everywhere. The page carries the routine load, and individual circumstances still get individual attention.
In the client's words
The starting point was our own inbox, not a template. The advisory consultations page sounds like us on a good day, with the contradictions ironed out.
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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?
Staff-reviewed FAQ, Topic grouping, Named content owner, Contact links for individual questions. A curated FAQ now covers partner responsibilities and the engagement process, built from the questions customers actually ask.
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.