One visitor, one number, one order. And it all lands in Odoo.
CodaClean automates CODA file processing for accounting firms. The engagement does not stop at the website: lead magnet, ROI calculator, online ordering and demo booking form a single acquisition chain, connected to Odoo. A 6-month engagement, ongoing.
- Duration
- 6 months · ongoing
- Sector
- Accounting firms · CODA automation
- Size
- SME · Belgium
CodaClean
CodaClean, a Belgian vendor of a CODA automation solution for accounting firms. A market of accounting firms with a short decision cycle, buying time savings before any other promise.
How did it work before?
The product existed, the machine to sell it did not. No way for a prospect to quantify their gain before talking to anyone, and no way to order online. Requests arrived by email and were re-entered by hand.
A decision to treat acquisition as a product in its own right: build the tools, automate what connects them, and steer the strategy that feeds them.
Step by step.
- Phase 1
A sellable offer, sharpened
The offer structured into readable, comparable packs, a prerequisite for selling it online. A single content model behind it, designed to scale without rebuilding everything when new languages are added.
- Phase 2
The acquisition tools
Lead magnet and ROI calculator: the visitor gets a number on their own situation (client count, bank accounts, mandates) before any sales contact. Value is demonstrated, not asserted.
- Phase 3
Online ordering and the Odoo connection
Pack configuration, environment activation and a qualifying demo booking. Every tool writes into Odoo: leads, demo requests and orders arrive qualified in the same place, with no re-entry.
- Phase 4
Marketing guidance and iterations
Marketing and communication strategy, positioning, messaging, then iterations on the conversion journeys based on what Odoo shows. The engagement is ongoing.
What is measurable.
- 6 monthsOngoing engagement, continuous iterations
- 4Acquisition tools delivered
- OdooLeads, demos and orders centralised
- 0Manual re-entry
Awaiting clientEngagement ongoing: acquisition figures will be published at closing.
Not (yet) ready to talk?
Try the AI Radar first : a free AI diagnostic in 10 minutes, with a prioritized roadmap as outcome.
What follows.
The tools and the strategy evolve together: what Odoo shows about leads and orders drives the messaging, and every adjustment to the journeys is measured in the same place.
A context close to yours?
Scope, timeline and price in writing within 5 business days, before any commitment.
Describe your trade.
We'll show you the tool.
30 minutes to understand your need, then a scope, a timeline and a price in writing within 5 days. And a prototype before any commitment.