Free 30-minute Shortlist Call

Book your free Shortlist Call

A free 30-minute call, no obligation. It is called the Shortlist Call because you leave with a shortlist: the two or three processes in your business most worth automating, in order, and a rough sense of what automating them would cost and how quickly they would pay for themselves.

It is a founder-led practice, so the person on the call is the person who would do the work. Nothing is handed to a salesperson, and if the honest answer is that a process change would fix it for nothing, that is the answer you get.

Meeting details

  • 30 minutes
  • Google Meet or Zoom, whichever you prefer
  • Pick a time that works for you
Stephen Angelo, founder of OptiWork

Stephen Angelo

30 minutes, Google Meet or Zoom

  1. Your details
  2. Confirm your email
  3. Pick a time

Book your Shortlist Call

Four details, then a six digit code by email so we know the address is real. It takes about a minute.

We use your details only to arrange this call. See the privacy policy.

Nothing to buy on the call

There is no price quoted at you and nothing to sign. If it is worth going further, the next step is the written roadmap, and you decide that afterwards, not on the call.

A shortlist you can act on

What comes out of the half hour is yours. Take it to your own developers, take it to another firm, or bring it back to us.

Vendor neutral

We take no commissions from the tools we recommend. The recommendation is about what fits your business, not about what is convenient to build.

Would you rather not use a form?

Call, or send a note, and we will find a time between us.

Questions people ask

Before you book

What happens on the call?

We walk through how work actually moves through your business right now, where requests arrive, who touches them, and where the same information gets typed in twice. Most of the half hour is you describing the work and being asked questions about it.

What do I leave with?

The shortlist the call is named for: the two or three processes in your business most worth automating, in order, and a rough sense of what automating them would cost and how quickly they would pay for themselves. Rough is the honest word: an exact figure needs the paid roadmap behind it, and anyone who gives you an exact figure in thirty minutes is guessing.

Do I need to prepare anything?

No. It helps if you can name the task that annoys you most and roughly how often it happens, but that is a conversation, not homework. There is nothing to fill in beforehand.

Is this a sales call?

It is a conversation with the person who would do the work. Nobody is passed to a closer, and if automation is not the right answer for what you have described, you will be told that on the call rather than sold a project.

What does it cost, and what happens next?

The call is free and there is nothing to buy on it. If it is worth going further, the usual next step is the written roadmap, which is $4,500 and comes off the cost of a build if you start one within 90 days. Plenty of calls end with neither, because the honest answer was a process change.

Why do you send a code to my email?

So the confirmation and the calendar invitation reach a real address, and so the diary does not fill up with bookings nobody turns up to. It is six digits, it arrives in a few seconds, and it is the only step between your details and the calendar.

What if the booking form will not work?

Every step of it offers the phone number and the contact form, and both reach the same place. If something goes wrong part way through, nothing is lost and nothing is charged. Call and we will put a time in between us.

Who is on the other end?

Stephen Angelo, who runs OptiWork. It is a founder-led practice, so the person scoping the work is the person who would build it.

Want the numbers before you talk to anyone? The pricing page publishes what everything costs, the services overview explains how the three kinds of engagement differ, and the articles go through the problems small businesses bring to us most often.

Would you rather just talk?

The form above is the quickest way in, but a phone call works too. Half an hour, no cost and no obligation, and the person who answers is the person who would do the work.

No cost, no obligation, and nothing to sign.