AI Automation for Small Business Owners

Reclaim 10+ Hours Per Week With Intelligent Automation

Custom AI agents autonomously handle email triage, data entry, and customer support, freeing your team to focus on strategic growth. Enterprise security with small business agility.

Free 30-minute audit • No commitment required

Trusted by 50+ small businesses

CISSP-certified founder

We Integrate With Your Favorite Tools

SalesforceHubSpotGmailSlackQuickBooksShopifyNotionZapierOutlookXeroStripeZoomSalesforceHubSpotGmailSlackQuickBooksShopifyNotionZapierOutlookXeroStripeZoom

What Services Does OptiWork Offer?

We don't sell hype. We build practical systems that generate revenue from Day 1.

AI Consulting & Advisory

Stop guessing where to start. We conduct a comprehensive audit of your current workflows, identify bottlenecks that slow you down, and deliver a clear roadmap for AI implementation. Our strategy focuses on quick wins that pay for themselves in weeks, not months, ensuring your investment is safe and scalable.

Learn about Consulting

Business Process Automation

Eliminate the busy work that slows your team down. We build invisible bridges between your existing software, connecting your CRM, email, project management, and accounting tools. The result? Data flows automatically, errors disappear, and your team reclaims 20+ hours a week for strategic work that actually grows your business.

Learn about Automation

Custom AI Agents

Imagine a customer support rep who never sleeps, never forgets a detail, and speaks 50 languages. We build custom AI agents trained on YOUR specific business data. Whether it's qualifying leads, booking appointments, or answering complex support tickets, our agents handle the frontline so you can focus on closing deals.

Learn about Agents

Built For Your Industry

We understand the unique challenges of your sector. Our solutions are built specifically for your needs.

Local & Home Services

Stop playing phone tag. Automatically quote, book, and dispatch jobs while you're out in the field.

E-commerce & Retail

Recover lost sales 24/7. AI shopping assistants handle returns and questions so you wake up to more orders, not more tickets.

Healthcare & Wellness

Focus on patients, not paperwork. Automate intake forms, scheduling, and reminders with 100% HIPAA-compliant security.

Professional Services

Onboard clients in minutes. Streamline contracts, document collection, and invoicing for agencies, firms, and consultants.

Marketing & Agencies

Scale your outreach without scaling headcount. Automate SEO content, email campaigns, and lead qualification.

Recruiting & Staffing

Hire faster, stress less. Screen resumes and schedule interviews automatically so you only talk to the best candidates.

How Does OptiWork Approach AI Implementation?

In the rush to adopt new technology, many businesses lose sight of what makes them special: their people. At OptiWork, we take a fundamentally different approach to automation. We don't build bots to fire your staff; we build them to give your staff superpowers.

We believe that the future of work isn't about man vs. machine, it's about man plus machine. By automating the repetitive, soul crushing administrative tasks that bog your team down, we liberate them to do what humans do best: think creatively, solve complex problems, and build genuine relationships with your customers.

Our Human Centric AI methodology ensures that every tool we build is intuitive, ethical, and transparent. We don't just hand you a black box algorithm. We partner with you to redesign your business processes for the modern era, ensuring that technology serves your business goals, not the other way around.

Partner-Led Approach

We work WITH your team, not just for them.

OptiWork team collaborating on AI strategy
Enterprise AI security and infrastructure

Our Enterprise Foundation

OptiWork helps small businesses reclaim 10+ hours per week through intelligent AI automation. We specialize in deploying custom AI agents that autonomously handle repetitive tasks like email triage, data entry, customer support, and workflow orchestration, allowing your team to focus on strategic work that drives revenue.

Unlike generic automation tools, our Human Centric AI methodology ensures technology amplifies your team rather than replacing them. Founded by Stephen Angelo, a 30 year IT veteran and Certified Information Systems Security Professional (CISSP), OptiWork combines enterprise security with small business agility.

Our AI Strategy Consulting service analyzes your current workflows, identifies high impact automation opportunities, and architects custom solutions using cutting edge technologies like Natural Language Processing, Robotic Process Automation, and Agentic AI systems. No tech background required.

How We Transform Your Business

Our proven 3-step framework takes you from chaos to automated in as little as 4 weeks.

01

Roadmap & Strategy

We don't believe in cookie cutter solutions. We start by deeply understanding your business model. We map out every step of your current operations to identify the hidden factories-the manual, repetitive tasks that are silently killing your profitability.

02

Build & Integrate

Our engineers build your custom automation infrastructure. We connect your disparate software tools (CRM, ERP, Email) into a unified ecosystem. We develop and fine-tune AI agents using your proprietary data, ensuring they speak your brand voice perfectly.

03

Train & Launch

Technology is only as good as the people using it. We provide comprehensive training for your team, ensuring they feel empowered, not replaced. We launch the system, monitor performance 24/7, and iterate based on real-world data.

Calculate Your Automation ROI

See exactly how much money you're wasting on manual tasks every single year.

10 people

How many staff members do you have?

10 hours

Time spent on data entry, emails, scheduling per person.

$40/hr

Salary + benefits + overhead per employee.

Weekly Savings

$4,000

Potential Annual Savings

$208,000

The Old Way

  • Hiring expensive full-time staff for repetitive tasks
  • Manual data entry errors costing thousands
  • Slow response times losing potential leads
  • Burnout from administrative overload
  • Disconnected software tools creating silos
RECOMMENDED

The OptiWork Way

  • AI Agents handling 80% of routine work for pennies
  • 100% accurate data processing, 24/7/365
  • Instant lead response and automated follow-up
  • Team focused on high-value creative strategy
  • Fully integrated tech stack flowing seamlessly
Enterprise Grade Security

How Does OptiWork Protect Your Data?

We understand that trust is the currency of the AI era. That's why we build with a Security First architecture. We use private instances, zero retention policies, and bank level encryption to ensure your proprietary data never trains public models.

SOC2 Compliant Tools
Zero Training Policy
Private Cloud Hosting
End to End Encryption
Secure Data Center

AI Terminology for Business Leaders

Understanding the tech behind the transformation.

Autonomous Agents

Digital employees that don't just chat, they perform actions. They can log into your CRM, send emails, and update spreadsheets just like a human would.

Private Knowledge Base (RAG)

Training AI on YOUR specific business data (PDFs, past emails, SOPs) so it answers questions accurately without hallucinating or leaking data.

Human in the Loop

A safety mechanism where the AI drafts a response or action, but waits for your one click approval before sending. Perfect for high stakes tasks.

API Integration

The invisible wiring that lets your apps talk to each other. We connect your email, CRM, and accounting software so data flows automatically without copy pasting.

Common Questions

Is my business too small for AI?

Not at all. In fact, small businesses often see the biggest ROI because automation frees up the owner's time to focus on growth rather than admin. If you spend more than 5 hours a week on repetitive tasks, AI will pay for itself.

How long does implementation take?

We focus on 'quick wins' first. Most clients see their first automated workflow live in under 2 weeks, with full system rollout in 4-6 weeks. We don't do multi-year consulting projects; we build for immediate impact.

Do I need to hire a developer to maintain this?

No. We build low code and no code systems that you can manage yourself. Plus, we offer ongoing support packages if you prefer hands off maintenance. You own the system, not us.

Is my data secure?

Absolutely. We use enterprise grade encryption and ensure your data is never used to train public AI models. We can also deploy private, local models that run entirely on your own infrastructure for 100% data sovereignty.

What if the AI makes a mistake?

We design Human in the Loop workflows for critical tasks. The AI drafts the email or report, but it waits for your one click approval before sending. You stay in control while doing 90% less work.

How much does it cost?

We offer fixed-price project packages as well as monthly retainer options for ongoing optimization. Book a free audit to get a custom quote based on your needs.

Can you integrate with my specific software?

Likely yes. We specialize in connecting tools via APIs. Whether you use Salesforce, HubSpot, QuickBooks, or a niche industry-specific ERP, we can usually build a bridge to automate data flow.

What happens if an API changes?

We monitor all our active integrations. If a software provider updates their API, we're alerted immediately and will update your connectors to ensure zero downtime.

From the Blog

Latest Insights

Practical guides and strategies to help you automate your business and reclaim your time.

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Book a free 30-minute discovery call. We'll audit your current workflow and show you exactly where AI can save you time and money.

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