All case studies

Engagement preview · Ergonomics & HR consultancy

A small team, a pipeline that wouldn't stop growing.

EtOffice

About

EtOffice (at Office) — ergonomics, HR development, and occupational health promotion. Three service lines — workstation ergonomic analysis, behavioral and leadership training, psychosocial risk assessments — delivered by a deeply specialized, small team. Inbound has been outpacing the team's bandwidth for two years.

The drag

01

Outreach kept slipping. Drafting targeted outreach to HR directors at mid-sized Portuguese firms — the kind of work that fills next quarter's pipeline — got pushed to Friday afternoon, and then off it.

02

Inbound replies sat for days. A qualified prospect filling out the contact form waited three to five days for a useful reply. Half went cold before the team could quote.

03

Every proposal was a clean rebuild. Past proposals lived in a folder no one searched. Each new quote got built from scratch — 2–3 hours of senior time per response.

What the install looks like

Outreach Agent

Owns weekly outbound to a defined ICP (HR leads at 50–500 person Portuguese employers). Drafts personalized first-touch and follow-up messages, runs sequences in Gmail and LinkedIn, surfaces warm replies to the founder.

Inbound Reply Agent

Captures every form fill, LinkedIn DM, and referral email; classifies by service line; drafts a personalized, scoped first response within 10 minutes; books the discovery call automatically.

Quote & Proposal Agent

Pulls from a structured library of past quotes (pricing, scope language, sample deliverables), drafts a full proposal from a 5-minute intake, hands it back for a 10-minute partner edit.

Plugs into

  • Gmail
  • LinkedIn Sales Navigator
  • Google Drive
  • Cal.com
  • HubSpot (or whichever CRM is in place)

Projected outcomes

Ranges drawn from Waldi's installed base across operators in this category.

  • Outreach volume: ~30 messages/month → 200+ targeted touches/month
  • Inbound first-response time: 3–5 days → under 10 minutes
  • Proposal turnaround: 2–3 hours → 15 minutes
  • Senior hours returned per month: 25–35

Annual top-line impact

~€38k/year saved + ~€60k/year in recovered projects

Why this matters

A small consulting team has one structural problem: every billable hour spent on sales is an hour not spent delivering. Most firms solve this by hiring a junior — and discover that junior needs training, supervision, and six months to be useful. Waldi is the alternative. Outreach, replies, and proposals stop being people-shaped work.

Stop running your portfolio on WhatsApp threads.

Book a 30-minute call. We'll map your current ops, show you which agents we'd build first, and quote a fixed pilot.