4x the inbound leads
How a B2B institutional supplier went from 30 to 120 inbound leads a month, and built the systems to handle the extra work without piling on admin.
Performance highlights
Background
A B2B supplier selling to schools, government and other institutions, with an in-house crew that delivers and installs most orders. Most customers are government-funded and come back again and again.
New work comes in through referrals and the website, and a typical job runs from a few thousand dollars to hundres of thousands.
Challenge
Quoting took a lot of staff time, often a site visit to measure before a price could go out. Every new enquiry added admin.
In the warehouse, pick slips were exported as PDFs and uploaded by hand. Planning each day's deliveries and confirming bookings with customers was all manual. More leads would only have meant more bottlenecks.
Our approach
A site built to be found on Google and in AI search, with a chatbot and a step-by-step quote form so customers send their own measurements and fewer site visits are needed.
Each job's order becomes one mobile pick slip. Warehouse staff tick items off and see each other's progress live.
Every job on one board. One tool estimates time on site and plans the route, crew and vehicle. Another drafts the customer booking confirmations.
More leads. Less admin.
Want to be our next success story?
Book a 30-minute discovery conversation with James. Straight talk about your market, your competitors, and how to generate more revenue.
Book a free strategy session