Digital presence

From first click to enquiry: make the next step clear

Follow the route from a post, advert or recommendation to an enquiry, and find the gaps that leave customers doing the work.

Customer using a tablet at the counter of an independent shop

A customer journey is the route someone takes from first hearing about your business to doing something useful, such as asking a question or requesting a quotation. It can cross several channels before anyone speaks to you. Reviewing that route means checking how the pieces connect: what the first message promises, what the website explains and what happens when the customer gets in touch.

Begin where the customer begins

Choose one route that matters to your business. It might start with a social post about a service, an advert for a particular offer or a link you send after meeting a prospective customer. Write down what that person knows at the point they click. Someone following a recommendation may recognise your name but still need to understand what you can do for them.

Now open the destination. Does it continue the same subject, or leave the visitor to start again? For example, imagine a post about improving WiFi in business premises that leads to a broad homepage with several services. The relevant page may exist, but the visitor has to locate it. Linking directly to that page would give the post a clearer destination.

Google advises advertisers to match landing pages to the message and intended action in their adverts. Our recommendation is to use the same reasoning for social posts and links shared in conversations. The wording does not have to be identical everywhere, but the destination should answer the question that prompted the visit. Google’s landing page guidance

That does not mean every post needs a new page. Start with the pages you already have. A useful service page, relevant project or clear contact route may be enough. Create a separate destination only when it has a distinct job and enough substance to help the reader. The aim is to reduce unnecessary searching, not add more pages to maintain.

Answer the questions that come before an enquiry

Once someone reaches the right page, they still need to decide whether contacting you makes sense. Read the page in the order a new customer would encounter it. Does it explain the situation you help with before introducing technical detail? Can the reader tell whether the service is suitable for their type of business? Is there enough information to understand the next step?

Evidence is most useful when its relevance is explained. A project photograph can show completed work, but a short account of the original need and the work delivered tells the reader why it matters. Put that explanation beside the service it supports. Avoid making someone visit several unrelated pages to assemble the case for getting in touch.

The enquiry itself also needs to match the stage of the conversation. Someone exploring whether you can help may not yet know their exact specification or budget. Decide what you genuinely need to begin a useful response and what can be discussed later. W3C recommends asking only for information required to complete the process, noting that irrelevant or excessive requests can contribute to abandonment. W3C forms guidance

This is not an argument for making every form as short as possible. A necessary question can help both sides prepare. Review each field against a practical purpose, explain anything that is not obvious and make required information clear. The page should leave the visitor understanding what they are requesting, not wondering what clicking the button commits them to.

Follow one complete route

Take a real link from your marketing and follow it on your phone. Read the destination, find the supporting information and send a clearly labelled test enquiry. Check that it reaches the right person. Keep a note of each moment when the route asks you to search, repeat yourself or guess.

Improve the handovers as well as the pages

The end of the web form is a handover to the business. If the page encourages someone to discuss a particular service, the person receiving the enquiry needs enough context to continue that conversation. Check the form notification and the way the team records or routes the request. Do not assume the information visible on the website automatically accompanies the enquiry.

A practical review can use a simple record with the entry point, intended destination, observed problem and proposed change. Add who will make the change and how it will be checked. This keeps the discussion specific. “The service link opens the wrong page” is something a person can act on; “the website needs to flow better” still needs investigation.

Ask someone unfamiliar with the site to try the same task without coaching. Listen to the questions they ask, but do not turn one person’s experience into a claim about every visitor. Use their observations to identify changes worth checking. If analytics is available, compare what it records with actual enquiries and conversations, rather than assuming every click represents genuine interest.

Start with a route the business already uses regularly. Fix the clearest problem and repeat the task before widening the work. That gives you a manageable way to improve the connection between marketing and customer contact, while keeping responsibility for the whole journey visible.

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