Built to attract better-fit clients, streamline enquiries, and position the firm at the level it operates. This is not a PDF — it’s a live preview of the system.
Note: the examples below are interactive demonstrations (similar to youandiacademy.com), used to showcase what can be built into your new site.
If you’d like, we can phase this: build the website and lead handling first, then add email marketing when the infrastructure is in place.
Most accounting websites aren’t “bad”. They’re just not structured to filter, route and convert enquiries properly. The difference is rarely design — it’s clarity, structure and systems.
Click through live demonstrations of features we commonly build into professional service websites. These aren’t mockups — they’re interactive previews.
Move the sliders. This is the type of “value before contact” feature that increases engagement and improves enquiry quality.
The goal is not to increase noise. It’s to create a clearer system that attracts the right people, filters unsuitable enquiries, and routes the rest quickly.
Happy to talk through anything you see on the demos. If you have something in mind that isn’t shown, tell me what it is and I’ll confirm what’s possible and the best way to implement it.
We can build this in phases: get the website and lead handling right first, then add email marketing once the foundations are in place. Going straight into email without infrastructure usually wastes time and budget.
Website redesign + positioning + enquiry structure.
Automations, CRM logging and follow-up.
Set-up + consistent monthly management.
Clarify positioning, services, enquiry flows and required integrations.
Build core pages, service structure, and lead capture system.
CRM routing, booking, tracking and notifications (as required).
Testing, refinements and go-live. Optional: training walkthrough.
We keep this straightforward. If you want to reduce upfront cost, we can split the website build into four equal instalments.
We can prioritise the website first, then introduce email marketing later in the year once the system is in place.
Per lead (example). We only recommend this once the website + routing are in place.
If you’d like to move forward, you can use this section as the “next step”. In production, we can connect this to Stripe (deposit) + an e-sign agreement + onboarding.
This is a demo acceptance flow. Replace with your real contract / Stripe / CRM steps when deploying.
If you want to talk it through again, no problem — we can keep it short and focus on what you want to achieve.
This proposal template is designed so you can swap copy, prices, and demo focus based on the firm. If a client wants a feature that isn’t shown here, note it — we can confirm feasibility and the best implementation route.