Case Studies
First cases launching summer 2026.
We started taking clients in May 2026. Real numbers take real time. The case studies below are in progress — check back in July for before/after data from our first cohort.
Want to be part of that first cohort? Apply below — 50% off setup for the first three firms.
Solo practitioner, Atlanta GA
CPA Firm
The problem: 90-minute daily email triage during tax season. Same 7 client questions answered 40+ times per year.
TBD
Hours saved / week
TBD
Client response time
TBD
Owner review time
Case study in progress — launching summer 2026.
2-person team, Southeast US
Mortgage Brokerage
The problem: Document chase emails eating 3–4 hours per loan file. Borrowers going dark because follow-ups fell through the cracks.
TBD
Docs collected on time
TBD
Loans per month
TBD
Borrower reply rate
Case study in progress — launching summer 2026.
5-person firm, Southeast US
General Contractor
The problem: Quote requests going unanswered for days. No system to follow up after estimates. Revenue leaking on unconverted leads.
TBD
Quote-to-close rate
TBD
Response time to new leads
TBD
Follow-up completion
Case study in progress — launching summer 2026.
Metrics will be populated once each engagement completes its first 90-day cycle.
What a W&S case study actually contains.
We don't do vendor-approved marketing fluff. Here's what we commit to publishing.
- →Before/after email volume and response time (anonymised by default)
- →Hours saved per week by the owner and team
- →Which workflows were automated and how
- →What the first 90 days looked like — day by day
- →Honest account of what didn't work and what we fixed
Publication requires your approval of the final draft. You can request anonymisation of any specific data point.
What you get as a first case study client.
Three slots. First come, first served.
50% off setup
Your first month is half price. Setup is already included — this reduces it further.
You control the story
We publish anonymised metrics by default. You choose whether your firm name appears.
White-glove attention
First case study clients get more of Edward's time — weekly calls, faster tuning, personal onboarding.
Cancel anytime
Standard cancel-anytime terms apply. Being a case study doesn't lock you in.
Apply to be our first case study.
50% off your first month. Three slots available. We'll reach out within two business days.
Not ready to apply yet? Book a regular demo call — no case study commitment required.