Pré-visualização · Occupational health & safety
The two-partner SHST firm running on muscle memory.
Sobre
Belas-based firm in Segurança, Higiene e Saúde no Trabalho. Five service lines — occupational medicine, workplace safety, environmental analysis, HACCP, consulting and training — across hundreds of client sites. Two partners at the top: Cláudia Gonçalves (29 years in SHST) and Carina Carvalhal (Mestre em Ergonomia, 20+ years). Every recurring compliance cycle — exam scheduling, audit reports, training delivery, HACCP renewals — moves through their hands.
O atrito
Compliance paperwork eats partner weeks. Every client visit produces a deliverable: audit report, medical fitness summary, HACCP recommendation. Drafting by hand keeps Carina at the keyboard when she should be on site.
Scheduling is a manual relay. Coordinating annual medical exams across dozens of client sites — booking the doctor, confirming with the HR contact, rescheduling no-shows — runs on email, WhatsApp, and phone calls; new business waits behind ops.
Inbound from referrals lands in the same inbox as client deliverables. Quotes for new SHST contracts get drafted at 9pm.
O que instalamos
Compliance Report Agent
Ingests on-site visit notes (audio, photos, structured forms), drafts the full audit or training report in Saniwork's house format, flags risk items for partner review.
Exam Scheduling Agent
Pulls each client's annual exam calendar, books doctors and rooms, sends WhatsApp confirmations, owns the no-show recovery loop.
Proposal Agent
Triages every inbound SHST inquiry against past pricing and service mix, drafts a fully-scoped proposal within 15 minutes, hands it back for partner sign-off.
Liga a
- Gmail
- WhatsApp Business
- Google Drive
- Saniwork client portal
- Microsoft 365
- Cal.com
- Autoridade Tributária e Aduaneira invoicing
Resultados projetados
Intervalos baseados na base instalada da Waldi em operadores desta categoria.
- Audit report turnaround: 3–5 days → same-day draft
- Partner hours returned per month: 30–40
- Proposal-to-send time: half a day → 15 minutes
- Exam no-show recovery: anecdotal → tracked daily
Impacto top-line anual
~€45k/year saved + ~€96k/year in new contracts
Porque importa
A two-partner firm scales one way: less time on paperwork, more time on the work clients actually pay for. Cláudia and Carina don't need a third partner. They need their evenings back.
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