What OptiWork does
OptiWork works with small businesses in three ways: a strategy engagement that produces an automation plan you own, build work that connects the software you already run so data stops being retyped, and custom AI agents that do repetitive work with a human approval step before anything reaches a customer.
It is a founder-led practice, run by a technologist with three decades in enterprise IT. That means you talk to the person doing the work, and the scope stays honest about what automation can and cannot do for a business your size.
Work out what to automate before anything gets built.
A short engagement that maps how work actually moves through your business, finds the places where people are moving data by hand, and ranks them by what they cost you. You end up with a written plan you own outright: you can hand it to your own developers, take it to another firm, or ask us to build it. The plan is the deliverable, not a sales document.
Best fit: Owners who know something should be automated but not what, or in what order.
Read about ai strategy consultingConnect the tools you already pay for so the copying-and-pasting stops.
Most small-business inefficiency is not a missing tool, it is that the tools do not talk. Intake forms that get retyped into the CRM, invoices assembled by hand from three places, follow-ups that depend on somebody remembering. We build the connections between the systems you already run, so a single entry flows everywhere it is needed. Nothing gets ripped out and replaced.
Best fit: Teams whose software stack is fine but whose work between the systems is manual.
Read about business process automationHand off the repetitive judgement calls, and keep the final say.
Agents that triage an inbox, draft the reply, pull the answer out of your own documents, or handle a first-line customer question. Where the decision matters, the agent prepares the work and stops: it drafts, you approve with one click, it sends. That human-in-the-loop step is the default here rather than an upgrade, because an agent acting unsupervised on customer communication is how automation loses people's trust.
Best fit: Businesses where the same kind of message or request arrives all day, every day.
Read about custom ai agentsHow an engagement usually starts
Almost everyone starts with the strategy work, because the ordering matters more than the tooling: automating the wrong step first is how automation projects end up shelved. From there the build work is scoped against the plan, smallest useful piece first, so something is running and earning its keep before the larger pieces begin.
If a problem is better solved by changing a process than by adding software, that is what the plan will say. There is no advantage here in selling you a build you do not need.
The strategy engagement is a fixed $4,500, and the whole of it comes off the cost of a build if you start one within 90 days. Build work starts at $12,000 for process automation and $20,000 for a custom agent. The pricing page sets out what each figure covers.