Grow with rituals,
not grind.
Revenue systems that honor results and relationships.
Get it rolling in weeks, not months.
→ Get started with the Revenue Enabler Kickstart (one-off)
→ Continue with the full Revenue Enabler six-week program
Balancing Time, Tech, and Relationships
In a world of exponential growth, hustle culture, and consolidation, boutique agencies are being overwhelmed, outpaced, and priced out. Consumers are also burned out from having to procure and learn new tech that is designed to maximise platforms’ profits rather than actually meet their needs.
Traditional revenue operations treat sales pipelines like efficiency-obsessed factories. But we know that boutique professional services aren't factories - they're a living web of expertise, relationships, and operations. Especially with AI now becoming commonplace - introducing endless possibilities - it’s more important than ever to understand which possibilities lead to dead ends and dissatisfied customers and which ones help your agency thrive.
Tools should create more possibility
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 in your agency
Pathways Forward
Start with the kickstart and continue on to the full Revenue Enabler program.
Seats are capped at 12 agencies for hands-on support. Save your spot for both by signing up now!
Revenue Enabler Kickstart
Buy the intro workshop, get a second session free.
Map & Measure: baseline your revenue flow;
choose one leaky handoff to improve.
Build & Ship: achieve one automation or win.
Credit your $95 fee to the full program →
Revenue Enabler
Full six-week program.
Live, 60-min weekly sessions
Asynch office hours for unblockers
A clear, weekly build list
+ Cohort (6 weeks)
Small group sessions add accountable support for 'build weeks'
Live office hours for unblockers. Learn by doing—with others.
Revenue Enabler - Six-week Program
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.
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
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”
“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.”
“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.”
FAQ
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Yes—designed for small teams under time pressure.
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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
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~1-2 hours per week (or ~2-3 hours per week if you choose a small group cohort)
All sessions are 60-minutes.
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Recordings of all program sessions will be permanently available.
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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.
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Absolutely. Ask our founder about an in-house activation day: malcolm@optimi.co.nz
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