What was going wrong
- Every offer shared one enquiry form, so nobody could tell which offer was attracting demand.
- Applications abandoned mid-way with no follow-up
- Duplicate applications from the same applicant across branches
Our approach
- Product matching on eligibility captured at enquiry time
- A short qualification step — requirement, timeline and budget band — placed before contact details are requested.
- Application abandonment follow-up with document checklists
- 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.