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Case Studies

Real examples of how Guchez improves efficiency and ROI.

SaaS Sales Ops graphic

Inbox to Insights — 40% faster client onboarding

Problem: A B2B SaaS startup spent 8 hours/week triaging sales emails.

Solution: Guchez VA + automation rules organizing leads and drafting replies.

Outcome: First-response time cut by 60%; 15% increase in qualified demos.

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Ops Automation — 25% time saved in reporting

Problem: Manual spreadsheets for weekly KPIs.

Solution: Zapier + dashboards; auto-pull from CRM & billing.

Outcome: 4 hrs/week saved; fewer errors; better decisions.

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Web Revamp — 18% lift in trial signups

Problem: Slow website with unclear CTA.

Solution: Modern, mobile-first rebuild + analytics + A/B tests.

Outcome: +18% conversion; improved SEO and speed.

Detailed Case Studies

SaaS Sales Ops graphic

SaaS Sales Ops Automation — +22% Meetings Booked

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Company: B2B SaaS (32 employees)

Problem: Reps spent ~6 hrs/week on CRM hygiene & lead routing; slow SLA for inbound leads.

Approach: VA-owned inbox triage + lead enrichment (Clearbit), auto-routing by territory, Slack alerts, Looker Studio dashboard.

Stack: HubSpot, Zapier, Slack, Google Sheets, Looker Studio.

Outcome: First-touch down from 3h → 35m; +22% meetings booked; ~5 hrs/week reclaimed.

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E‑commerce Returns & Reviews — +0.3★ Avg Rating

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Company: DTC brand (8k orders/mo)

Problem: Fragmented returns and slow responses hurt post‑purchase satisfaction.

Approach: Centralized helpdesk triage, macros, automated RMA issuance, post‑delivery review requests with sentiment triage.

Stack: Shopify, Gorgias, Klaviyo, Make.

Outcome: Handle time −27%; CSAT +10 pts; average rating up by 0.3★ in 60 days.

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Professional Services Reporting — 3× Faster Month‑End

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Company: Accounting firm (15 staff)

Problem: Manual roll‑ups created delays & errors.

Approach: Data pulls from QuickBooks + CRM into a controlled sheet, checks for anomalies, scheduled PDF reports.

Stack: QuickBooks, Zapier, Google Drive, Apps Script.

Outcome: Prep time −66%; fewer reworks; partners receive KPIs 5 days earlier.

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Website Revamp & CRO — +28% Lead Conversion

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Company: B2B services

Problem: Low conversion on mobile; unclear CTAs.

Approach: Mobile‑first rebuild, speed optimizations, Calendly CTA, analytics & A/B testing.

Stack: Static hosting (cPanel), GA4, Plausible, Calendly.

Outcome: +28% form/call conversions; bounce −12%; Lighthouse performance 95+.