Skip to content

Accounting case study/01 Enquiry system

Qualified enquiry system for accounting practices

Enquiry volume looked healthy while the work behind it stayed the same. General enquiries with no mention of the entity type or the deadline. Nothing in the enquiry path separated a serious request from a casual one, so the best hours went into conversations that were never going to close.

Client name withheld — we do not have permission to publish it.

Enquiry system

What was going wrong

  • Every offer shared one enquiry form, so nobody could tell which offer was attracting demand.
  • Deadline-driven demand spikes caught unprepared in January
  • No structured follow-up on enquiries filed but never closed

Our approach

  • Enquiry forms that capture entity type, service line and due date
  • A short qualification step — requirement, timeline and budget band — placed before contact details are requested.
  • Deadline-led campaign timing against known filing windows
  • Every enquiry scored, routed to the right person, and stamped with the page it came from.

The difference it makes

  • Enquiries arrive with scope, timeline and budget attached, before anyone is committed to a call.
  • Follow-up can be ranked by intent instead of being worked in arrival order.
  • Attribution shows which page produced the enquiry, not only which page was visited.

What was delivered

A multi-step qualifying form, enquiry scoring, and an admin inbox with status tracking and source attribution.

  • Multi-step forms
  • Enquiry scoring
  • Routing
  • Attribution

Results

This study describes the engagement and the system it produced. Client names are withheld because we do not have permission to publish them, and no performance figures are shown because none have been approved for publication. When a client approves a figure, it belongs here.

Same sector

More Accounting studies

  • Local visibility

    Local visibility/Accounting

    Local search visibility for accounting practices

    The business was easy to find by people who already knew its name, and invisible to people searching for its services by area. Advisers quoting work that is out of their scope. Nothing on the site matched a specific search.

    AccountingWebsite DevelopmentDigital Marketing
    Read the study
  • Follow-up

    Follow-up/Accounting

    Closing the enquiry follow-up gap for accounting practices

    Enquiries were arriving and being answered, and then nothing happened next. People who were not ready to buy in the first week were never contacted again, and the pipeline lived in one inbox. Deadline-driven demand spikes caught unprepared in January.

    AccountingLead GenerationAI Integration
    Read the study
WhatsApp Call 7559436583