Case file FWS-CS-1717 of 20Grounds and landscaping

Separate doors for new and returning facility walkthroughs contacts

What changed

When it comes to facility walkthroughs, 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.

File card

Client
Industrial estate facilities contractor
Region
Stamford, Connecticut
Team
14 staffone locally managed operation
Timeline
10 working daysafter content approval, including staff review and handover
Features
4 used
01Before

Where it started, and what was in the way

Starting point

Following up on facility walkthroughs meant starting over. The website had no concept of a continuing relationship.

The problem

With facility walkthroughs, follow-ups arrived looking like new business. Staff played archivist, hunting the original thread, before anyone addressed what the customer was asking.

02Build

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 property use, floor area and service schedule, and the two streams arrive under distinct subjects.

  1. 01Existing-request contact routeEnquiries into your CRM
  2. 02Optional reference fieldEnquiries into your CRM
  3. 03Separate email subjectsEnquiries into your CRM
  4. 04New-inquiry formEnquiries into your CRM
03Timeline

How long it took

Start

Content approved

10 working days

Finish

Staff review and handover

As recorded for this project: 10 working days after content approval, including staff review and handover.

04After

What changed afterwards

When it comes to facility walkthroughs, 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.

In the client's words

For facility walkthroughs, the follow-up path respects that a conversation already exists. Re-introducing yourself to a website was always absurd.
Prudence FalmouthClient services manager, industrial estate facilities contractorStamford, Connecticut

Next step

Want your walkthrough requests to arrive like this?

Book a 30-minute demo and we look at how inquiries reach your team today. Plans from $137 a month, the $797 build fee invoiced only after launch.

05Queries

Questions about this project

How long did this project take?

10 working days after content approval, including staff review and handover.

Which parts of the site did the work use?

Existing-request contact route, Optional reference field, Separate email subjects, New-inquiry form. They sit within enquiries into your crm, which every plan includes.

Why is the client not named?

Case studies on this site identify each client by type and region only, here a industrial estate facilities contractor in Stamford, Connecticut. The quote is from Prudence Falmouth, client services manager, published with permission.

Could the same work be done for our company?

Yes, if it fits how your inquiries arrive. Plans run from $137 a month plus a $797 build fee invoiced only after launch. Book a demo and we look at your current site with you.

Close of file

See it built for your service lines

A live walk-through, on your screen, from $137 a month plus a $797 build fee invoiced only after launch.