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Consulting case study/01 Enquiry system

Qualified enquiry system for consulting firms

Enquiry volume looked healthy while the work behind it stayed the same. Vague briefs that could belong to any consultancy. 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.
  • Proposals written for engagements that were never scoped
  • Long gaps between first contact and a signed engagement

Our approach

  • Intake that forces the problem, the trigger and the deadline into the open
  • A short qualification step — requirement, timeline and budget band — placed before contact details are requested.
  • Practice-level landing pages with named engagement types
  • 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.

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