File 11 · Routing and the inbox
Routing bookkeeping onboarding to the right local team
For bookkeeping onboarding, routing is decided on the page, before anyone lifts a phone.
Engagement file
Retail bookkeeping and VAT service
Described by type, city and size. The person quoted is named.
Opening balanceNC
Where the practice started
A retail bookkeeping and VAT service in Durham, North Carolina: 14 staff, one locally managed operation.
- 01
The starting point
The bookkeeping onboarding information ignored geography entirely. Contact details were listed without any hint of which one served which area.
- 02
What it was costing them
Day to day with bookkeeping onboarding, every misrouted call cost two conversations. The site had the location information; it simply never connected it to the inquiry.
What we built
Each location's contact information appears next to the relevant description. When someone sends an inquiry, the chosen location travels with it, along with accounting software, business type and last reconciled month.
Where it lives in the packageSingle Entry
Features used
- 01Local contact panel
- 02Location selection
- 03Location-aware notifications
- 04Opening hours
The period20 working days
How long it took
20 working days after content approval, including staff review and handover.
- 01
Day 0
Content approved
The practice signs off the content, and the 20 working days start counting from here.
- 02
The build
Built, then reviewed by the staff
4 pieces of work: local contact panel, location selection, location-aware notifications, opening hours. The practice's own staff reviewed them before handover.
- 03
Working day 20
Handed over
Staff review and handover are inside the timeline, not added after it.
What changed
Closing balanceRouting
For bookkeeping onboarding, routing is decided on the page, before anyone lifts a phone.
People asking about bookkeeping onboarding should not need a map of our internal structure. The page now walks them to the right contact.
See what this would look like for your practice
A 30-minute walk-through of the site you would get. Plans from $137 a month.
Queries04 answers
Questions about this case
The timeline, the build, the plan and the client.
How long did this project take for the retail bookkeeping and VAT service?
20 working days after content approval, including staff review and handover. The practice: 14 staff, one locally managed operation, in Durham, North Carolina.
What was built for the retail bookkeeping and VAT service?
Each location's contact information appears next to the relevant description. When someone sends an inquiry, the chosen location travels with it, along with accounting software, business type and last reconciled month. The features used: local contact panel, location selection, location-aware notifications, opening hours.
Which plan includes routing and the inbox work like this?
It is built from a page for every office you run and enquiries route straight into your CRM, which come with every plan. Single Entry is $137 a month, and the $797 build fee is invoiced only after launch.
Why is this retail bookkeeping and VAT service not named?
Case studies on this site describe the client by type, city and size rather than by business name. This one is a retail bookkeeping and VAT service in Durham, North Carolina. Stephen Weatherby, practice administrator, is named with the quote.
Closing entry
Fix the slowest step in your own intake
Show us the part of your site that costs your team the most time. A 30-minute demo walks through what we would build, with plans from $137 a month and the $797 build fee invoiced only after launch.
Or email hello@getaccountingwebsite.com and a person replies within one working day.