Grow with rituals,
not grind.

Fine-tune revenue systems that honor results and relationships.
See results in weeks, not months.

→ Try it out. Sign up for the Kickstart session

→ Continue with the Revenue Enabler six-week program

Balancing time, tech, and relationships

Like most other tech businesses, we’ve been following the rapid development and implementation of AI, and particularly how it might be used to save time and increase revenue.

While feast-and-famine is nothing new, we've noticed many small professional services have been feeling the squeeze even more lately. We hear it often, people:

  • don't have enough opportunities in the chute

  • are losing traction on the platforms they've depended on

  • don't know which technologies will make up the difference.

How can small outfits reliably connect with the people who value what they do? To address some of these issues, we’ve developed The Revenue Enabler. This six-week program is designed to help businesses turn messy, founder-led sales and marketing operations into a clear, repeatable systems for attracting, qualifying, and winning the right work, all for a fraction of the usual cost.

In short, the Revenue Enabler helps businesses replace ad-hoc selling with a guided client-journey — one that’s human, repeatable, and measurable.

Our program covers:

  1. Laying the Map - funnel, systems, baselines

  2. Client Intelligence - playbooks per sales stage

  3. Content systems + AI - knowledge management for creating

  4. Dashboards + Automations - the four that matter most

  5. Enablement & Governance - team adoption, rituals & learning

  6. Revenue Backbone - your complete system + partner rhythms

Build systems that grow your capacity

Join the kickstart, free when you take our short survey, and see if the full Revenue Enabler program is for you (limited to 12 for hands-on support).

Revenue Enabler Kickstart

1 SESSION (4TH DEC. NZT / 3RD EST)

Map: your funnel is key to measurable progress; choose one leaky handoff to improve.

Build & Ship: simple AI workflows to get more productive; achieve 1 automation or win.

Sign up now

Revenue Enabler

Extends the kickstart to a
full six-week program.

Live, 60-min weekly sessions

  • Asynch support

  • A clear, weekly build list

+ Cohort (6 weeks)

Choose this option to add
small group sessions, accountable support for building week to week.

  • Live office hours

  • Learn by doing—with others..

See the program

Our guiding principles

Free up resources for building relationships that grow your business.

Build upon what you already use & declutter

Find your unique rituals and right-paced approach

Balance tech and human touch to grow your agency

Trusted by a variety of agencies

A Rocha - Canada

Your takeaways

  • 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

The method behind the growth

We've spent over a decade discovering what makes boutique agencies flourish:

  • Start with your soil: Map existing flows before adding anything new

  • Cultivate diversity: Platform-agnostic solutions, no silver bullets

  • Tend the edges: Optimize handoffs (intake→CRM, sales→delivery) where growth happens

  • Responsive growth: Small capability wins compound into time for relationships

Our founder Malcolm left corporates to put people at the center: revenue operations that measure both pipeline metrics AND your gut sense of fit, alignment, and flow.

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
Optimi was able to provide immense insight that will absolutely translate into saved dollars and headaches, and they knew and could speak to our unique pain points.
— Erika, CEO & Founder at Volition

FAQ

  • See how this program can accelerate your work and attend the Kickstart Session by simply taking our quick survey—the more the merrier.

    Assuming you find it valuable, register immediately for the full program (spots are limited to 12 to ensure hands-on support); see full-program pricing and other details at: https://events.humanitix.com/the-revenue-enabler

  • The kickoff session is a great standalone intro to the value of this work and takes place the 4th of December (3rd of December for North America).

    We expect a number of participants will see progress immediately and want to continue on to the full program which picks up the following Thursday and weekly:

    Thursdays 11am NZDT / 9am AEDT /
    Wednesdays 2pm PST / 5pm EST

  • Yes—designed for small teams under time pressure.

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

  • ~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.

  • Absolutely. Ask our founder about an in-house activation day: malcolm@optimi.co.nz

Take the next step on your growth path 🚀

Join on 4th December (3rd in EST)

Try out the Kickstart

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