Case 17 / Intake and forms
Separate doors for new and returning outsourced finance support contacts
Freelancer bookkeeping practice in Baton Rouge, Louisiana, 4 staff. Built in 10 working days after content approval, including staff review and handover. The full account below is the client's own.
- Client
- Freelancer bookkeeping practice
- Region
- Baton Rouge, Louisiana
- Size
- 4 staff; one locally managed operation
- Build time
- 10 working days
- Focus
- Intake and forms
- Plan
- Every plan
- Received
- Reconciled
- Built
- Filed
The engagement
How the build ran, start to finish
In the client's own account: the starting point, the thing that kept getting in the way, and what was built to fix it.
Where they started
Following up on outsourced finance support meant starting over. The website had no concept of a continuing relationship.
What was getting in the way
With outsourced finance support, follow-ups arrived looking like new business. Staff played archivist, hunting the original thread, before anyone addressed what the customer was asking.
What we built
A labeled follow-up route asks for any reference the customer holds and their question. New requests keep the full form collecting reporting needs, current software and reconciliation status, and the two streams arrive under distinct subjects.
Features used
The pieces that did the work
What the client lists as delivered, and where the same work sits in the package every firm receives.
- 01 Existing-request contact route
- 02 Optional reference field
- 03 Separate email subjects
- 04 New-inquiry form
Filed
What changed
When it comes to outsourced finance support, the team can distinguish a continuing conversation from a new request without opening the message. Returning contacts have a shorter path that skips the full intake.
10 working days after content approval, including staff review and handover.
For outsourced finance support, the follow-up path respects that a conversation already exists. Re-introducing yourself to a website was always absurd.
Questions about case 17
01How long did the freelancer bookkeeping practice build take?
10 working days after content approval, including staff review and handover, as the client measured it.
02What exactly was built?
A labeled follow-up route asks for any reference the customer holds and their question. New requests keep the full form collecting reporting needs, current software and reconciliation status, and the two streams arrive under distinct subjects. The pieces used were: existing-request contact route, optional reference field, separate email subjects, new-inquiry form.
03Which plan carries this kind of work?
Engagement scope request tool and Inquiries into your CRM are included on every plan. Plans start from $137 a month, with the $797 build fee invoiced only after launch.
04Why is the business not named?
Every case study on this site is anonymized on purpose. The client is described by type, size and region (freelancer bookkeeping practice, 4 staff; one locally managed operation, Baton Rouge, Louisiana), and the quote is attributed to the person who gave it, Florence Ravenswood, bookkeeping supervisor.
Related
More intake and forms cases
Services behind this build
- Virtual bookkeeping firm websiteA virtual bookkeeping firm has no walk-in visits, so the website has to do the trust-building work an office and a handshake usually do.
- Small business accounting firm websiteThe specific needs of a smaller, generalist accounting firm competing against DIY software and bigger competitors: approachable and credible.
Built the same way for
Filed
Put the same fix on your firm's site.
A live walk-through of the site you would get, built around how your inquiries actually arrive. Plans from $137 a month, the $797 build fee invoiced only after launch.