IACW
Making advisory enquiries easier to qualify and follow up.
The problem
More enquiries do not help if the team cannot see what each person needs, which documents are missing or who should follow up.
The thinking
The commercial decision
Give every enquiry a route and a next action before increasing media spend. Response quality and document readiness matter alongside acquisition.
How the system fits together
Connect Facebook acquisition to Route Check qualification, dashboard tracking and an email follow-up layer.
How we approached delivery
Review response and document-readiness gaps with the team, then use the operating view to guide the next action.
The connected work
The April delivery record describes a UK enquiry flow using Facebook, Route Check, a lead dashboard, direct email capture and a newsletter foundation.
The recorded outcome
A documented enquiry-to-follow-up workflow
The dated client status report documents the enquiry flow and identifies response handling and document readiness as remaining constraints.
Last documented position
This describes the workflow recorded in April 2026. A fresh end-to-end review is needed to establish its present operating state.
What the evidence means
Client reporting is distinct from independently inspected analytics. Numerical results are withheld here until their reporting context and public-use approval are confirmed. Enquiries do not establish paid cases or advisory outcomes.
Source basis: client project-status report, 8 April 2026, referencing the March report and 31 March handling snapshot.
Reviewed 1 October 2026. Private client records are not reproduced here.