A professional services firm that stops losing enquiries
Business context
A twelve-person advisory firm generating most work through referral, with an ageing website and enquiries handled manually from a shared inbox.
Challenge
Enquiries arrived without context, were answered inconsistently, and nobody could say which sources produced fee income.
Customer journey
- AI and organic search
- Specialist service page
- Qualification form
- CRM record created
- Consultation booked
- Automatic confirmation
- Proposal and payment
- Client onboarding

What was built
- Positioning and service architecture
- Five service landing pages with structured data
- Qualification form with routing logic
- CRM integration with source capture
- Booking and confirmation automation
- Proposal and payment flow
- GA4 conversion tracking
Systems connected
- CRM
- Calendar
- Payments
- Email automation
- GA4
- Search Console
Measured results are not shown because this is a demonstration build rather than a live client engagement.
