Case study · Marlow and Finch

Twice the new clients in just 90 days.

A two-partner bookkeeping and tax firm in Portland swapped phone tag for online booking and gave every service its own page. Three months later the calendar was full.

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Missed calls

Four in ten new-client calls rang out while the partners were in meetings, and most never called back.

Services buried

Bookkeeping, payroll and tax returns shared one long page with no prices, so visitors left to compare elsewhere.

Empty slots

One in five consultations was a no-show, and there was no simple way to refill the gap.

The approach

Make booking the easiest thing on the page.

We rebuilt the site around one action. Every service page answers the three questions owners ask most, then offers a meeting slot right there.

Online booking with a $25 deposit, taken off the first invoice
One page per service, with real prices
Reviews beside every booking button
Text reminders 48 hours before each meeting

A Marlow and Finch partner walking a new client through the booking plan

Week 1: Listen

Two hours with the office manager, a look at the call log and a short survey of recent clients.

Weeks 2 to 4: Build

Service pages, booking, deposits and reminders, reviewed with the partners every Friday.

Weeks 5 to 12: Tune

We watched where visitors dropped off and adjusted copy and slot times every two weeks.

In her words

“Owners book at eleven at night, pay the deposit and turn up with their paperwork. The site makes us look like the firm we always wanted to be.”

Booked out within twelve weeks, without adding a single phone line.

5out of 5 Claire Marlow, Managing Partner, Marlow and Finch

Two Northline Builders site leads checking the plans on site

Northline Builders filled their calendar six months ahead

A quote form that asks for photos and budget cut wasted site visits by 40%.

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Two of the Ledgerly team working through a demo at a laptop

Ledgerly cut its sales cycle by three weeks

Public pricing and product tours answered buyers before the first call.

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A baker preparing the morning order behind the counter

Crumb and Co. booked 300 catering orders in a quarter

Instant catering quotes turned a bakery into the go-to for office events.

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Twice the new clients in just 90 days.

A great firm that was hard to book.

Missed calls

Services buried

Empty slots

Make booking the easiest thing on the page.

Live in four weeks, full in twelve.

Week 1: Listen

Weeks 2 to 4: Build

Weeks 5 to 12: Tune

“Owners book at eleven at night, pay the deposit and turn up with their paperwork. The site makes us look like the firm we always wanted to be.”

Different businesses, the same result.

Northline Builders filled their calendar six months ahead

Ledgerly cut its sales cycle by three weeks

Crumb and Co. booked 300 catering orders in a quarter

Ready to put bookings in one place?