Case study · Accounting and finance
Excel FS, booking that runs itself.
Clients pick a service online and book straight into the right adviser's calendar, at the right office. No phone tag, no manual scheduling.
The story
Brief, build, result.
-
01
Before
Excel FS had a standard website with a contact page. Behind it, booking was still manual: calls and emails to find the right adviser, the right service and a time that worked across offices. -
02
What we built
A new website and a multi-team calendar booking system. Clients choose the service they need and book directly into the right team member's calendar, at the office that suits them. -
03
What changed
Booking runs itself. Clients book themselves in, appointments land with the right adviser, and the team spends its time on client work instead of scheduling.
Systems
One way of working, across every site.
This is the kind of work a Systems Alignment project delivers.
Find out what's holding your growth back.
In 30 minutes we'll show you where leads, bookings and data are slipping, and what to fix first.
- Free, with no obligation
- Your top three gaps, in writing
- With our local Melbourne team