What was going wrong
- Every offer shared one enquiry form, so nobody could tell which offer was attracting demand.
- Eligibility discovered only after the adviser has been booked
- Advice enquiries handed to sales without context
Our approach
- Consent captured and stored on every enquiry before any follow-up
- A short qualification step — requirement, timeline and budget band — placed before contact details are requested.
- Eligibility questions at intake so only viable cases reach an adviser
- 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.