Context
A services firm needed a better way to qualify inbound leads before meetings.
Professional services site with intake and routing
Built a clearer intake flow with scheduling and CRM routing.
Problem
Website inquiries lacked structure, creating scheduling friction and inconsistent handoff to sales staff.
Solution
- Built a focused services site with intent-based intake forms
- Connected forms to scheduling and CRM routing
- Added Slack notifications for high-value requests
- Set up source and conversion reporting
Results
- +33% increase in qualified consult requests
- Scheduling no-show rate reduced by 18%
- Faster lead handoff from marketing to intake
Stack
Next.jsCalendlyCRMSlackGA4