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Case Study - Sode Consulting

Sode Consulting

Sode Consulting is a consulting firm specializing in change management and organizational development. They support companies in navigating complex changes through structured methods and years of experience. Their model, ChangeBlocks, is used to assess what type of change initiative best fits the client’s situation.

Sode Consulting

Sode Consulting is a consulting firm specializing in change management and organizational development. They support companies in navigating complex changes through structured methods and years of experience. Their model, ChangeBlocks, is used to assess what type of change initiative best fits the client’s situation.

changeblocks photo

Project Overview

Sode Consulting wanted to digitize their ChangeBlocks model to use it during the initial dialogue with new clients. The goal was to develop a form where the user answers a series of questions, receives an automatic evaluation based on a total score, and gets an email with the result and recommendation — while Sode Consulting also collects their contact information.

Project Overview

Sode Consulting wanted to digitize their ChangeBlocks model to use it during the initial dialogue with new clients. The goal was to develop a form where the user answers a series of questions, receives an automatic evaluation based on a total score, and gets an email with the result and recommendation — while Sode Consulting also collects their contact information.

Objectives

United IT Objectives

Set up a 20-question Google Form with 5 answer options per question and a point system (1–5 points per answer).

Calculate a total score (20–100 points) and automatically match it to one of three ChangeBlocks packages.

Automate email replies with personalized recommendations based on the score.

Integrate a simple lead flow where contact info is saved in a connected Google Sheet.

Make the solution fully transferable and easy to manage internally at Sode Consulting.

Our Approach

2

Form design and structure: We structured the questions into four key areas with five questions each and defined a clear point system, so every answer contributed to the final evaluation.

Script and automation: We developed a Google Apps Script integrated into the form. The script calculates the score based on user responses and sends a customized email with the corresponding evaluation and recommendation.

Ownership and transfer: The solution was made 100% transferable and implemented in Sode Consulting’s own Google account, so all future emails are sent directly from their domain and they have full control over usage and updates.

Key Features

3-2

Interactive questionnaire with a dynamic scoring system.

Automatic email with personalized evaluation and recommendation

Branded emails including the ChangeBlocks and Sode Consulting logos.

Lead collection in Google Sheets, ready for follow-up

User-friendly setup, easy to scale or customize internally

Results

United IT Results

Sode Consulting now has a professional and automated tool that:

Qualifies leads from the very first interaction

Demonstrates the value of their method instantly

Makes it easy to match clients with the right solution

Effectively integrates ChangeBlocks as a proactive sales and dialogue tool

Objectives

United IT Objectives

Set up a 20-question Google Form with 5 answer options per question and a point system (1–5 points per answer).

Calculate a total score (20–100 points) and automatically match it to one of three ChangeBlocks packages.

Automate email replies with personalized recommendations based on the score.

Integrate a simple lead flow where contact info is saved in a connected Google Sheet.

Make the solution fully transferable and easy to manage internally at Sode Consulting.

Our Approach

2

Form design and structure: We structured the questions into four key areas with five questions each and defined a clear point system, so every answer contributed to the final evaluation.

Script and automation: We developed a Google Apps Script integrated into the form. The script calculates the score based on user responses and sends a customized email with the corresponding evaluation and recommendation.

Ownership and transfer: The solution was made 100% transferable and implemented in Sode Consulting’s own Google account, so all future emails are sent directly from their domain and they have full control over usage and updates.

Key Features

3-2

Interactive questionnaire with a dynamic scoring system

Automatic email with personalized evaluation and recommendation

Branded emails including the ChangeBlocks and Sode Consulting logos

Lead collection in Google Sheets, ready for follow-up

User-friendly setup, easy to scale or customize internally

Results

United IT Results

Sode Consulting now has a professional and automated tool that:

Qualifies leads from the very first interaction

Demonstrates the value of their method instantly

Makes it easy to match clients with the right solution

Effectively integrates ChangeBlocks as a proactive sales and dialogue tool

At Digitalgate, we’re proud to have helped Sode Consulting transform their methodology into a digital flow that saves time and adds value from the very first click.

At Digitalgate, we’re proud to have helped Sode Consulting transform their methodology into a digital flow that saves time and adds value from the very first click.

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