Stuck with Zapier?

Do you need urgent coaching on one of your zaps?
Not sure whether you need a developer or something else…?
Front end, back end, middleware…? Need help setting up software and/or ongoing support?
Zapier, IFTTT, Integromat, Tray.io, struggling to decide which tool to choose?
Are you wasting lots of time and could solve your problems with business automation?
Or are you looking for peace of mind to know you’re doing things in the most efficient way?

We can help.

  • We are certified experts in Zapier automation.

  • We have proven experience connecting apps and automating information, systems and processes with Zapier.

    • Apps we use regularly include: Mailchimp, Xero, Stripe, G Suite, Trello, Asana, CRM’s, helpdesks and online communities

    • Problems we address with Zapier include inbox overwhelm, file storage challenges, syncing data between all your apps, reporting and various onboarding and offboarding challenges.

  • We will work with you, so you get an expert on your team. When we’re done, you’ll have the keys to what we’ve created together, and the knowledge to build on it.

  • We can provide immediate remote coaching with your existing Zaps, help you from scratch to automate your systems and processes or do it all for you.

 
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Where to next?

Step one

Quick assessment.
Free / $0

Join us for a 30 minute no obligation call, we’ll help you move forward with your Zapier workflows. It doesn’t matter whether you’re completely new to Zapier or you’re wanting some power user tips. Either way, we’ll give you some recommendations for what to do next and if you choose, you can sign up to a coaching package.

Step two

Sign up to a one off coaching and support package.

Based on what we find in our initial call, we can help you implement our recommendations, either by coaching you through the process or by taking care of it for you.

Step three

Ongoing partnership.
From $200 NZD per month

If you choose to have us take care of Zapier for you, we’ll regularly monitor your automations, taking care of errors, making sure nothing gets switched off accidentally and upgrading systems when needed. We’ll be available to help at discounted rates whenever you want help to build more automations.

 

Why us?

  • We were NZ’s first Zapier certified experts, and work with clients from around the globe.

  • We’ve been using Zapier on a day to day basis for five years (a long time in internet years!)

  • We’re not just technical experts, we’re experienced business analysts who can help you figure out which tools and automations will add the most value.

  • Although we work with technology, our focus is on coaching people, that means we use a lot more everyday language than your typical developer.

  • We use minimal developer code so our clients don’t get locked in to overly complex systems.

  • We have experience with a growing array of industries and clients including:

    • Education

    • Charities, NFP’s and societies.

    • Fellowships, networks and self-managing companies

    • Wholesalers

    • Developers

    • Accountants

    • Creatives

  • We’re small business owners and entrepreneurs, so we understand the pressure you’re under to get things done on a tight budget.

  • We manage the systems and processes for a range of different companies which means we’ve seen many different problems and solutions.

““Optimi are a joy to deal with! They helped us identify the main data and
technical blocks we had and then set up nimble, easy to use systems that
saved us time and improved our accuracy. All whilst being aware that we’re
working on a small charity budget! ”
— Cheryl, The Gift Trust

The Gift Trust case study

Not ready to book your free assessment? Contact us here

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