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Case Study

Sadre Alam & Associates

A trust-first website for a New Delhi CA firm β€” with 14 structured service verticals, Google Sheets lead capture, and WhatsApp notification workflow for instant inquiry response.

Client
Sadre Alam & Associates
Industry
Chartered Accountant Firm
Timeline
2 Weeks
Location
New Delhi, India
Year
2026
Type
Professional Services
SA Associate β€” Homepage with trust signals, service overview, and lead capture form
Business Challenge

Credibility gap between offline reputation and online presence

Sadre Alam & Associates is an established chartered accountancy firm in New Delhi. They handle audit, tax, GST, company incorporation, and 10+ other financial service verticals for businesses across Delhi NCR. Their offline reputation was strong β€” but their online presence didn't match.

Their previous website was a basic template with a generic contact form. It didn't communicate the breadth of their 14 service verticals, didn't show office details that build trust (address, map, timings), and didn't capture leads in a format the team could act on quickly.

When potential clients searched "CA firm in New Delhi," they'd find competitors with professional websites that clearly listed services, credentials, and contact details. SA Associate's template site wasn't making the shortlist.

Goals

  • Rebuild the website to match the firm's offline credibility
  • Structure 14 service verticals clearly for different client needs
  • Create an inquiry workflow with instant team notification
  • Make contact easy on mobile (call, WhatsApp, form β€” all one tap)
  • Rank for 'CA firm New Delhi' and related local queries

Constraints

  • The firm's team uses Google Workspace β€” leads must land in Google Sheets
  • Mobile traffic is 70%+ β€” WhatsApp and call CTAs must be prominent
  • 14 services need clear presentation without overwhelming visitors
  • 2-week timeline to launch before tax season peak
Results

Professional presence established

Website metrics from the first month after launch.

4
Core Pages
home, about, services, contact
14
Service Verticals
audit, tax, GST, VAT, more
3
Lead Channels
form, call, WhatsApp
<5 min
Inquiry Response
via WhatsApp alerts
Solution

What we built and why

Trust-First Homepage

The homepage leads with what builds trust for a CA firm: the firm's full name and credentials, years of experience, office location with map, and a prominent inquiry form. No flashy animations β€” professional typography, structured content hierarchy, and visible contact details that signal 'established practice.'

14-Service Architecture

Each service vertical (audit, tax filing, GST registration, company incorporation, trademark, FSSAI, valuation, etc.) gets its own structured section with clear descriptions of what's included and who needs it. Card-based layout lets visitors scan all 14 services in 30 seconds and dive into the one they need.

Automated Inquiry Pipeline

Form submission β†’ API validation β†’ Google Apps Script β†’ Google Sheets log + WhatsApp notification. The firm's team sees new leads within minutes on their phones. The Google Sheet acts as a simple CRM β€” no new software to learn, no setup cost, no training needed.

Mobile-First Contact UX

70%+ of traffic is mobile. Call, WhatsApp, and inquiry form are all accessible with one tap from any page. The mobile layout prioritizes contact actions in the sticky header and floating CTAs β€” because the entire point of a CA firm's website is to generate inquiries.

Gallery

Website screens

SA Associate β€” Contact section with office address, map, phone, and WhatsApp integration
SA Associate β€” Contact section with office address, map, phone, and WhatsApp integration
SA Associate β€” Contact page with structured inquiry form and service selector
SA Associate β€” Contact page with structured inquiry form and service selector
SA Associate β€” About page with firm milestones, credentials, and team credibility
SA Associate β€” About page with firm milestones, credentials, and team credibility
Technology Stack

Why we chose each tool

N

Next.js 16

Server-rendered pages ensure every service page is indexable. Static generation for the 14 service verticals means zero server load β€” critical for a professional services site that needs to rank for 'CA firm near me' queries.

T

Tailwind CSS 4

Professional design system with navy/gold accents that communicate financial expertise and trustworthiness. Rapid styling for 14 service pages without custom CSS per page.

G

Google Apps Script

Form submissions are forwarded to Google Sheets via Apps Script β€” no database needed. The CA firm's team already uses Google Workspace, so leads land directly in their existing workflow.

W

WhatsApp Business API

Instant notification to the firm's team when a new inquiry arrives. Response time dropped from hours (checking email) to minutes (phone notification).

L

LocalBusiness Schema

Structured data with office address, phone, email, and business hours for Google's local knowledge panel. Critical for 'CA firm in New Delhi' and similar local searches.

Process

How the inquiry workflow operates

01

Website Form

Step 1

Visitor submits name, phone, email, and selected service. The form validates inputs before submission.

02

Backend Validation

Step 2

Next.js API route validates the payload, sanitizes inputs, and prepares the data for forwarding.

03

Google Sheets Log

Step 3

Google Apps Script receives the data and appends it to the firm's Google Sheet β€” timestamped and categorized by service.

04

WhatsApp Alert

Step 4

The team gets an instant WhatsApp notification with the inquiry details. Response time drops from hours to minutes.

"

The new website looks exactly like how we want clients to perceive our firm β€” professional, established, and trustworthy. The WhatsApp notifications for new inquiries were a game-changer. We now respond to leads in minutes instead of discovering them hours later in email.

Sadre Alam & Associates Team
SA Associate, New Delhi
FAQ

Questions about this project

Why does a CA firm need a custom website instead of a template?+
CA firms sell trust. A template site with generic stock photos signals 'small practice.' A custom site with structured service pages (14 verticals covering audit, tax, GST, VAT, valuation, and more), visible office details, and professional design signals 'established firm worth contacting.' The website doesn't close clients β€” it gets the firm on the shortlist when someone searches 'CA firm in New Delhi.'
How does the inquiry workflow work?+
Visitor fills the form (name, phone, email, selected service) β†’ Next.js API validates the data β†’ Google Apps Script receives and logs it to a Google Sheet β†’ WhatsApp notification alerts the team instantly. The firm's team can respond within minutes instead of discovering leads hours later in email. The Google Sheet serves as a simple CRM β€” no new software to learn.
How did you organize 14 service verticals without overwhelming visitors?+
The services page uses a card-based architecture where each service (audit, tax filing, GST registration, company incorporation, etc.) gets its own expandable section with a clear description of what's included and who needs it. The most-searched services appear first. Visitors can scan the full offering in 30 seconds and dive into the specific service they need.
What local SEO strategy did you implement?+
LocalBusiness schema with the firm's New Delhi office address, phone, email, and business hours. NAP (Name, Address, Phone) consistency across every page. Google Maps embed on the contact page. The combination ensures the firm appears in Google's local pack for 'chartered accountant near me' and similar queries in the Delhi NCR area.
Can you build a similar website for our professional services firm?+
Yes. The SA Associate build took 2 weeks. We need: your service catalog, office details (for local SEO), your team's preferred lead notification method (WhatsApp, email, or both), and your brand guidelines. We handle design, development, schema markup, and deployment.
Related Services

How we can help you

Custom Web Development

Professional service websites with lead capture and local SEO

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Local SEO, schema markup, and Google Business Profile optimization

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