Case file FWS-CS-1818 of 20Integrated facilities management

Evidence for facility walkthroughs content decisions

What changed

For facility walkthroughs, content discussions now start from recorded evidence rather than impressions.

File card

Client
Mixed-use building facilities company
Region
Durham, North Carolina
Team
17 staffone locally managed operation
Timeline
15 working daysafter content approval, including staff review and handover
Features
4 used
01Before

Where it started, and what was in the way

Starting point

The business received inquiries about facility walkthroughs but could not tell which service page had prompted them. Content decisions rested largely on recollection.

The problem

Day to day with facility walkthroughs, traffic numbers existed, but they could not answer the only question that mattered: which page convinced someone to get in touch.

02Build

What we built

Inquiries carry their source page with them, next to property use, floor area and service schedule. Reporting distinguishes real submissions from visits and never touches what people wrote.

  1. 01Originating-page fieldEnquiries into your CRM
  2. 02Service categoryEnquiries into your CRM
  3. 03Inquiry reportingEnquiries into your CRM
  4. 04Exclusion of sensitive message textBuilt for this client
03Timeline

How long it took

Start

Content approved

15 working days

Finish

Staff review and handover

As recorded for this project: 15 working days after content approval, including staff review and handover.

04After

What changed afterwards

For facility walkthroughs, content discussions now start from recorded evidence rather than impressions.

In the client's words

Knowing where a facility walkthroughs inquiry began changed our review meetings. We discuss evidence now, not impressions.
Robin SavilleBusiness support manager, mixed-use building facilities companyDurham, North Carolina

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?

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

Which parts of the site did the work use?

Originating-page field, Service category, Inquiry reporting, Exclusion of sensitive message text. 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 mixed-use building facilities company in Durham, North Carolina. The quote is from Robin Saville, business support 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.