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Services

Optima Business Improvement Services – Helping You Work Smarter, Not Harder!

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Running a business can feel like juggling chainsaws—exciting but a little risky.

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That’s where Optima steps in. Think of us as your on-demand business support, tackling everything from untangling inefficiencies to boosting sales and strategy—without the cost of a full-time executive. We help smooth out the bumps, turn chaos into clarity, and make sure you’re working on your business, not just in it.

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Whether it’s sorting out financial fog, streamlining operations, or setting up for long-term growth, Optima gets things done—so you can focus on what you do best.

Sales / Marketing Processes - Understanding what's bringing business to you

Sales / Marketing Processes - Understanding what's bringing business to you

  • Lead Generation

  • Lead Handling

  • Converting Leads to Opportunities

  • Quote Generation Process

  • Converting Quotations to Sales

  • Sales Handling

  • Terms and Conditions

Sales to Delivery of Services/Goods -Looking to efficiently deliver goods and services to your clients

Sales to Delivery of Services/Goods -Looking to efficiently deliver goods and services to your clients

  • Sales information provided to supply product/service

  • Map delivery process from lead to product/service delivery

  • Understanding what is currently done

  • Understanding what can be done to improve customer engagement and use current resources to assist with this

  • What current processes can be updated to improve customer engagement

  • What can be automated​

Staff Mentoring

Staff Mentoring

  • Raising employees' business acumen

  • Raising owners’ business acumen

  • Allowing Staff to get on with their job

    • avoiding micromanagement

    • increasing autonomy

  • Staff Development

  • Management Development

Supply Chain Review

Supply Chain Review

  • Supplier Audit

  • Duplicate Suppliers

  • Market Review

  • Supplier Agreements

    • Payment Terms

    • Terms and Conditions

  • SLA’s – Service Level Agreements

  • Insurance Coverage

  • Sub Contractors

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HR Review

HR Review

  • Employment Practices

    • Writing Employment Advertising

    • Review Employment Contracts

    • Onboarding and Training

    • Performance Reviews

    • Exit Interviews

  • Creating The Winning Culture

    • Team Alignment​

    • Accountability

    • Drivers and Blockers

    • Communication and Celebration

Reporting

Reporting

  • What do you know about your business

    • Customer Service

      • Customer Satisfaction

      • How well your clients pay you

      • Debtor Days

      • Reviews

    • Profit & Loss Analysis

    • Do you review your P&L and understand what it is telling you.

    • Productivity – how does it compare to KPI’s

Planning and Budgeting

Planning and Budgeting

  • Business Planning - Building a road map

  • Budget Plan - Reviewing results against your budget

  • Forecasting - Adjusting your plan on a regular basis to achieve The Budget

  • Understanding KPIs of the business and how to improve them

Corporate Social Responsibility Development and Review

Corporate Social Responsibility

Development and Review

  • Understanding what CSR can do for your business

  • Why CSR is so important today

  • Focus on what your business culture sees important in the CSR Arena

  • Developing and implanting a CSR Program

End Game Strategy - Planning an exist Strategy

End Game Strategy - Planning an exit Strategy

  • Transferring the business to the next generation

    • Mentoring the next generation

    • Preparing staff for the transfer

    • Preparing the business for sale

  • How to improve the business for sale

    • Improving Reporting

    • What potential buyers will look for

  • The Sales Process

    • Setting expectations​​​

    • What you will encounter

    • Outside assistance

Let’s Work Together

Get in touch so we can start working together.

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2025 Optima Business Improvement Services

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