How a UK accountancy practice stopped losing qualified leads silently
Qualified enquiries were untracked, leaking pipeline. We identified the operational gap, built a diagnostic capture system and CRM pipeline — increasing qualified enquiries by 340% and converting at 8.2%.
Key Results
+340%
Qualified Enquiries
From diagnostic captures
8.2%
Conversion Rate
Up from 1.4%
<1hr
Time to First Response
Automated lead routing
+65%
Lead Quality Score
Better qualified prospects
+180%
Organic Traffic
From authority content
4x
Discovery Calls Booked
Month-over-month increase
The Challenge
Crestline Accounts is a mid-sized accountancy practice serving SMEs and property investors.
The Problems:
• Generic Website: Their existing site looked like every other accountant—no differentiation • Low Conversion: Visitors browsed but rarely enquired • No Lead Capture: Only a basic contact form with no qualification • Manual Follow-up: Enquiries sat in inbox with no systematic follow-up • No Authority: Limited content to demonstrate expertise • Poor Analytics: No visibility into what was working
They needed a site that positioned them as specialists and converted visitors into qualified leads.
Our Solution
We built a complete digital infrastructure focused on conversion and authority.
What We Delivered:
1. Premium Website Build Strategic messaging focused on their SME and property investor niche. Clear page structure with conversion-focused CTAs throughout.
2. Diagnostic Capture System A custom "Tax Health Check" diagnostic that qualifies leads and captures key information before the first call.
3. CRM Integration HubSpot pipeline with automated lead scoring, task creation, and follow-up sequences.
4. Authority Content 3 cornerstone guides targeting their ideal clients, optimised for search.
5. Analytics Setup Full GA4 implementation with conversion tracking, form submissions, and key page engagement.
Technical Stack: Next.js, Tailwind CSS, HubSpot CRM, Google Analytics 4, Vercel hosting.
What We Delivered
Technologies Used
“The diagnostic completely changed how we generate leads. Instead of generic enquiries, we now get qualified prospects who understand their problems and are ready to talk solutions. The CRM automation means nothing falls through the cracks.”
Managing Partner
Crestline Accounts
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