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Track the outcome first
Source: Record where the enquiry originated without treating a view or click as a lead.
Fit: Capture qualified, referred, declined, lost, and completed outcomes consistently.
Scope: Separate your work from advisers, employers, government decisions, and other providers.
Evidence: Keep consent and outcome evidence in your own secure CRM.
Case-study permission template
Ask whether you may document an anonymised outcome, send the exact wording for approval, and state that names, logos, quotes, sensitive details, and results will not be published without written permission. Never imply that one outcome is guaranteed for future clients.
Next step
Put this guidance into action
What's next
Related guides and links
More on this site: related guides, official government pages to double-check rules and fees, and quick links to jobs and partners.
Guides that pair well with this page
Ready to act
Open partner dashboardCommon questions
Where do I make these changes?+
Sign in to your partner dashboard, update your profile, and save. Public changes may remain subject to review.
Does following this guide guarantee leads?+
No. It improves clarity and discoverability, but views, clicks, enquiries, and commercial outcomes are not guaranteed.