See the work and the workflow.
Our own audit shows what we changed. The interactive example below explains the wider customer journey.
Our website saves audit and proposal requests into our internal CRM. Our team handles qualification, follow-up and scheduling. This is an internal operating example; client results are not established by it.
Follow an inquiry.
One place for the inquiry, owner, next action and opportunity history.
EXAMPLE INQUIRY / 001Received
A request with its context.
A visitor asks about a heat-pump service through a service page. Their stated need and permitted source evidence stay with the request.
- Source
- Website · service page
- Need
- Heat-pump service
- Owner
- Office team
- Next action
- Review fit and service area
Next useful action
The office team reviews the request.
An illustration of the intended workflow. Supported connections and client setup are confirmed during discovery.
Start with a growth audit.
Tell us what needs to improve. We’ll review fit and agree the scope and any fee.