Grow with rituals, not grind.

You want revenue systems that honor results and relationships, and to get it rolling in weeks, not months.

→ Start with a Revenue Jumpstart Workshop

— Two sessions for the price of one

→ See the six-week Reliable Revenue Ladder

— Install a light RevOps enablement system that compounds connection into capacity.

Time to Build

In a world of exponential growth and hustle culture, only a few giants with seemingly endless resources can compete, leaving boutique agencies overwhelmed, outpaced, and priced out.

The good news? This frenzied push for bigger, faster, better has left consumers burned out and looking for grounded alternatives that fit their needs without having to ninja their way through the minefield of tech options.

Don’t default. Tools should create more possibility

Bring your agency into balance of tech and human touch

Better understand its unique, right-paced approach

Free yourself to deliver the value only you can provide

Mind the gap

Your expertise hasn't changed. Your delivery quality hasn't dropped. Yet winning work feels harder than it did 18 months ago. You're not imagining it. The squeeze is real.

AI and traditional RevOps treat your pipeline like a factory, efficiency-obsessed. But boutique professional services aren't factories. They're a living web of your expertise, relationships, and operations.

We connect what you already use, help you fill the gaps, and develop the rituals so opportunities move, context sticks, and your ideal client base grows.

Revenue Jumpstart Workshop:

  1. Map and Measure – baseline your flow and choose one leaky handoff

  2. Build and Ship – activate one automation/win

    • Credit your fee to the full program:

Reliable Revenue Ladder Program (6 weeks)

  • Live, 60-min weekly sessions

  • Asynch office hours for unblockers

  • A clear, weekly build list

Reliable Revenue Ladder + Cohort (6 weeks)

  • Small group sessions add accountable support for 'build weeks'

  • live office hours for unblockers. Learn by doing—with others.

Pathways Forward

Outcomes you can expect

  • Weekly warm conversations (on purpose, not by accident)

  • Shorter time from first touch → proposal → close

  • Clean pipeline hygiene and shared visibility

  • Content that feeds sales (without pushing harder)

  • The enablement you need to increase qualified leads and win-rate

Reliable Revenue Ladder (Six weeks)

Week 1 — Laying out the Map

  • Connecting to your ideal clients: Map your funnel & systems

  • Identify 1 missing notification or connector

  • Identify 1 critical dashboard

Week 2 — Client Intelligence

  • Foundations and baselines

  • Playbooks for each stage (Discovery, Qualifying, Closing, Follow-through)

  • Preview: Where AI can help

Week 3 — Content and AI

  • Content System (calendar, database, repurposing)

  • Knowledge Management

  • Getting the most out of AI

Week 4 — Light automations & dashboard

  • Four drag-killers (routing, nudges, lost-reason capture, delivery kickoff)

  • AI for enrichment

  • Revenue/Activity dashboard and weekly roll-up.

Week 5 — Enablement & governance

  • Managing your ecosystem

    • Automations hub

  • Rituals and learning

    • Owner Handbook

    • Retrospectives

Week 6 — Capstone & partner/referral loop

  • Demonstration revenue backbones for small-to-medium consultancies

  • Capture case snapshots, and set up a simple partner/referral rhythm.

Trusted by a variety of agencies

Working differently (like an ecosystem)

  • Build from what you have: small wins snowball into time to build relationships, trust, and revenue

  • Diversity over monoculture: no silver bullets, plus we’re platform agnostic, using whatever’s best for the job (and with an exit plan for tools & clients)

  • Growth edges: Attend to the handoffs:

    • intake → CRM, sales → delivery → knowledge

  • Quality measures: Quantitative and qualitative.

Testimonials

“Optimi’s approach allowed us to offer a service that would’ve been near impossible with our budget”
— Cheryl Spain, CEO at The Gift Trust
“Their work cleared out the operational cobwebs. I would highly recommend talking to Optimi for any operational process conversations.… the path forward is so much clearer.”
— Tasha Van Vlack, Founder of The Nonprofit Hive
“Malcolm was able to provide immense insight that will absolutely translate into saved dollars and headaches, and he knew and could speak to our unique pain points.”
— Erika, CEO & Founder at Volition

FAQ

  • Yes—designed for small teams under time pressure.

  • We’re platform agnostic, but for reference we often see mixes of: HubSpot/Pipedrive/Close + Notion/Coda/Google Sites + Zapier/Make/n8n + Calendly/cal.com + Mailerlite/Mailchimp/ConvertKit

  • ~1-2 hours per week (or ~2-3 hours per week if you choose a small group cohort)

    All sessions are 60-minutes.

  • Recordings of all program sessions will be permanently available.

  • We take an experimental and data-driven approach, but it’s not just numbers!

    Tracking weekly warm conversations, pipeline velocity, asset efficacy, and leading metrics from first touch to qualification is important, but so is your gut sense of a ‘good fit’, or sensing the screen-time for your best work.

Take the next step on your growth path 🚀

Buy the Jumpstart and get a second workshop free, fee is credited to your seat in the full program.

Prefer a private rollout? Ask our founder about an
in-house Activation Day: malcolm@optimi.co.nz