Optivant OSOptivant OS
Pricing

One path, three steps, fixed prices.

Not a menu. The assessment scopes the build, the build is credited by the assessment, and the managed plan keeps it alive. The platform is included in every managed plan.

01
Step one

Diagnose.

AI Readiness & Operations Scorecard

Application map, workflow analysis, maturity score, and a prioritized 3–6 month roadmap.

The credit

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

What's in the assessment
How many employees?
$999
1–15 employees · one-time
02
Step two

Build.

Systems deploy as pre-built configuration — typically one to two weeks each.

Fixed price

One system

$4,500

Pick the constraint that costs you most.

Best value

Three-system bundle

$9,500$13,500

Three systems bought separately are $13,500.

Fixed price

Complete build

$15,000

All four systems, configured end to end.

What the systems do
03
Step three

Run.

The platform is included in every plan. No ranges, no separate license bill.

Plan
Operate
$2,500/mo
Most common
Grow
$5,500/mo
Plan
Scale
$9,500/mo
Platform included
✓
✓
✓
Systems governance and monitoring
✓
✓
✓
Incident queue
✓
✓
✓
Quarterly license review
✓
✓
✓
Monthly executive value report
✓
✓
✓
Funnel operated for you
–
✓
✓
Account Intelligence included
–
✓
✓
One improvement sprint per month
–
✓
✓
Monthly strategy call
–
✓
✓
Paid ads managed
–
–
✓
Multi-location and multi-brand
–
–
✓
Weekly review
–
–
✓
Dedicated capacity
–
–
✓
Quarterly executive business review
–
–
✓

Grow bundles what previously cost $8,500 a month bought separately.

Account Intelligence is included in Grow and Scale, or $750/mo standalone on Operate or platform-only. How it works.

  • Platform included
  • Systems governance and monitoring
  • Incident queue
  • Quarterly license review
  • Monthly executive value report

We keep the systems healthy. You keep running the funnel.

  • Everything in Operate
  • Funnel operated for you — response, nurture, no-shows, reviews, pipeline hygiene
  • Account Intelligence included
  • One improvement sprint per month
  • Monthly strategy call

Bundles what previously cost $8,500 a month bought separately.

  • Everything in Grow
  • Paid ads managed
  • Multi-location and multi-brand
  • Weekly review
  • Dedicated capacity
  • Quarterly executive business review

The whole engine, operated end to end.

Platform only — for clients running it themselves

After a build, if you do not want a managed plan. These tiers are included at no extra cost in every managed plan.

Essentials
$97/mo

CRM, pipelines, forms, calendars, SMS and email.

Growth
$197/mo

Adds automation depth, reputation, and reporting.

Pro
$297/mo

Full workflow surface, multi-location, priority support.

Add-ons

Bolt-on services.

Standalone services for clients who want a specific thing run for them. These sit alongside the core path rather than replacing it.

Account Intelligence

$750/mo standalone

Company-level website visitor identification, included in Grow and Scale. How it works.

Email outreach & lead generation

Starter
$597/mo
$500 setup
  • 4 emails / mo (weekly)
  • 1 monthly newsletter
  • 1 standard CTA
  • Basic list segmentation
  • 1 automation workflow
  • Monthly reporting
  • Volume & sending
  • Up to 2,500 contacts in rotation
  • 250 emails/day, ~4,000/mo cap
  • Overage: +$100/mo per 1,000 contacts
Growth
$1,497/mo
$1,000 setup
  • 8–10 emails / mo
  • Custom newsletter
  • 1 company update email / mo
  • A/B tested CTAs
  • Behavioral segmentation
  • Nurture sequence + SMS follow-up
  • Bi-weekly dashboard
  • Volume & sending
  • Up to 10,000 contacts in rotation
  • 750 emails/day, ~15,000/mo cap
  • Overage: +$150/mo per 2,500 contacts
Pro
$2,997/mo
$1,500 setup
  • 12–16 emails / mo + triggered flows
  • Weekly newsletter
  • Ongoing updates + case studies
  • Multivariate testing
  • Advanced segmentation
  • Full pipeline automation + reputation
  • Live dashboard + monthly strategy call
  • Volume & sending
  • Up to 25,000 contacts in rotation
  • 2,000 emails/day, ~40,000/mo cap
  • Custom quote beyond 25k

No per-contact fees. Ever.

Ceilings apply per client account. Sends pause automatically at the monthly cap until the next cycle.

List Hygiene & DeliverabilityLanding Page / Funnel BuildSMS Follow-Up SequencesMissed-Call Text-BackContent CalendarCustom Reporting Dashboard
List Building Only
$497/mo
$300 setup
  • Targeted lead list
  • Verified contacts
  • CRM import
  • Monthly refresh
List + Outreach
$997/mo
$500 setup
  • List build + sequences
  • Reply monitoring
  • Warm handoff
  • Weekly follow-up
Full Appointment Setting
$1,997/mo
$750 setup
  • Outreach + booking
  • Calendar integration
  • No-show follow-up
  • Live pipeline

Content & distribution

Intro offer
$299/mo for 3 months
+ $399 setup · then $599/mo
  • 1 branded email campaign / mo
  • 2 LinkedIn posts / mo from the same news cycle
  • Copywriting + design + CTA to your site included
  • Delivered via your marketing platform of choice
  • 1 revision round per deliverable
  • Monthly performance summary
01

You send us the news

Press release, product launch, hiring update, or any company milestone.

02

We build the package

A polished branded email and two LinkedIn posts, ready within 48 hours.

03

You review and approve

One revision round per deliverable, then we push it live on your platform.

Questions

Answered up front.

Yes. It is how the build gets scoped, and 50% of it is credited toward your build if you proceed within 60 days.

When intake is complete: your tech stack submitted, cost information supplied, and any stakeholder interviews booked. Most clients finish intake the same day they book. The tech stack form is the bulk of it, and it takes about two minutes.

No. The platform is included at no extra cost in every managed plan — Operate, Grow and Scale.

That is Operate. Governance, monitoring, incidents, license review, and the monthly value report — no funnel operation.

Three-month minimum on managed plans, then month to month.

You do, always. We administer them on your behalf and hand over cleanly if you leave.

List hygiene, domain authentication, sender warmup, and reputation monitoring. We follow platform best practices; we do not guarantee inbox placement.

Kickoff, list import and domain authentication typically finish in one week. First campaigns are live by week two.

Start here

Start with the diagnosis.

Book a call