Atlas Advisory · 2025
IllustrativeA referral engine for a firm that grows by word of mouth
A new site, a qualifying chatbot and a CRM that follows up before warm introductions go cold.
- 0.8 s
- largest contentful paint
- 2.4×
- qualified inquiries
- 6 min
- median first response
The challenge
Partners sent referrals to a slow site with a generic contact form. Leads sat in a shared inbox for days.
What we built
- 01
Rebuilt the site and brand system with case-led content and measured performance.
- 02
Added a chatbot that answers practice questions and books intro calls.
- 03
Configured HubSpot with enrichment and automated, partner-signed follow-ups.
The outcome
Referrals now land on a site that confirms the recommendation, and every inquiry gets a reply the same hour.
