Optivant OSOptivant OS
Assess → Implement → Manage

Three steps, in order.

You cannot automate a process nobody has mapped, and you cannot keep a system healthy that nobody owns. This is the sequence, and we do not skip it.

01
Step one

Diagnose.

AI Readiness & Operations Scorecard

We identify where software, manual work, and disconnected data are creating avoidable cost. You get an independent application map, workflow analysis, a maturity score, and a prioritized 3–6 month roadmap. Your report lands 48 hours after intake is complete.

Most operations assessments take two to three weeks. Ours takes two days, because the intake does the heavy lifting up front.

The credit

50% credited toward your build if you proceed within 60 days.

See assessment pricing
Wireframe lens scanning a network of system nodes
01

Application map

Every tool, what it costs, who actually uses it.

02

Workflow analysis

Handoffs, rework, and where the manual work hides.

03

Maturity score

0–5 scale across a weighted 100-point scorecard.

04

Roadmap

Stabilize → Simplify → Automate → Optimize, prioritized.

The 48 hours
02
Step two

Build.

Built once, redeployed as configuration. Weeks, not quarters.

Form, chat, or call capture routes and assigns, then SMS and email inside sixty seconds, with a booking link into the calendar.

CaptureRouteReply < 60sBook
Build · 2 weeks

Appointment triggers 48-hour, 24-hour, and 2-hour reminders. Confirm and reschedule replies update the calendar automatically.

Booked48h24h2hConfirmed
Build · 1–2 weeks

Opportunity won or service complete, then a delay, then an SMS review request. Positives routed public, negatives routed to private feedback.

CompleteDelayAskRoute
Build · 1 week

Workflows monitor stale opportunities, missing next steps, and unworked leads, then nudge the owner and digest it for the manager.

WatchDetectNudgeDigest
Build · 1 week

Compliant opt-in is built into every form. Messaging registration is part of onboarding, not an afterthought.

See build pricing
03
Step three

Run.

Systems that nobody owns drift. We monitor them, hold an incident queue, review your licences quarterly, and send a monthly report that says in plain terms what the system did and what it saved. On the higher plans we operate the funnel itself.

How we work

Non-negotiable.

Never priced per lead. We guarantee the system and the activity.

Three-month minimum, then month to month.

The platform is included in every plan. Never a separate license bill.

Ad spend on your card. Never ours, at any tier.

You own every subscription and all data. We administer.

Scope capped by contact volume or campaign count. Never “unlimited.”

See managed plan pricing

Independent map, workflow analysis, score, roadmap. 48 hours after intake.

Assess stage illustration
Start here

Start with the diagnosis.

Book a call