Project scope
Kendrick Sanford is an accounting-services website with automation work in GoHighLevel. Someone looking for an accountant needs to understand the service and know how to make an inquiry; the business then needs a clear way to respond.
The brief connects that public presentation to the agreed follow-up setup. Content should explain the accounting offer in ordinary language, while the automation supports the conversation rather than attempting to replace professional advice or request confidential financial records through a general form.
Platforms and tools
- GoHighLevel
From the brief to the handover
Our approach to Kendrick Sanford
How we approach a brief like this, from planning the work to reviewing the complete experience.
Clarify the accounting services
Organize the offer around the kinds of help prospective clients are looking for and the information needed to start a discussion.
Connect inquiry and follow-up
Plan the landing pages and agreed GoHighLevel actions around a clear owner and next step for each inquiry.
Review the customer experience
Check forms, messages and routing with sample information, keeping sensitive documents outside the general inquiry journey.
Working on something similar?
Tell us about your business and the requirements. We can discuss which parts of the approach are relevant to your project.