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Healthcare case study/01 Enquiry system

Qualified enquiry system for clinics and hospitals

Enquiry volume looked healthy while the work behind it stayed the same. Enquiries arriving by phone, WhatsApp and form with no single record. 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.
  • Appointment requests handled on the same day they arrive
  • No follow-up on enquiries that were never booked

Our approach

  • Symptom and specialty-led intake forms with urgency triage
  • A short qualification step — requirement, timeline and budget band — placed before contact details are requested.
  • Instant booking for routine appointments, callback routing for urgent ones
  • 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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