Case Studies

Case Studies

Marketing & Engagement

UK dealership: 3 headcount saved & ROI in 4 weeks via WTFox.ai

Dec 12, 2025

4×

Increase in Responses

2 x

ROI-positive (2 Weeks)
Purple Flower
Purple Flower
Purple Flower

Sarah

Davis

Finance, Beaconly

The Challenge

With a lean Finance team, Sarah Davis needed to review KYCs, review inventory management and approve deals at scale but manual checks and excel didn’t scale. The team risked missing aggressive quarterly targets.

Rolling Out Omni SDR

Sarah fed WTFox.ai her workflow and data. The agent upload photo to text CRM data immediately, tailoring each deal to reference current inventory while checking on the customer's KYC. WTFox.ai coordinated multi-channel sequences (sales channel→ documentation → CRM updates → KYC checks → approval ) and reduce Finance team's workflow to checkers, taking out the paperwork.

Business Results

  1. ROI-positive in just 4 weeks - subscription cost covered by the first closed-won deal

  2. Beaconly’s tiny finance team now “feels” like a 5 person finance unit, freeing her team to focus on escalations and numbers that truly matters.

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