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
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Lead Generation
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Lead Handling
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Converting Leads to Opportunities
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Quote Generation Process
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Converting Quotations to Sales
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Sales Handling
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Terms and Conditions
Sales to Delivery of Services/Goods -Looking to efficiently deliver goods and services to your clients
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Sales information provided to supply product/service
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Map delivery process from lead to product/service delivery
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Understanding what is currently done
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Understanding what can be done to improve customer engagement and use current resources to assist with this
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What current processes can be updated to improve customer engagement
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What can be automated​
Staff Mentoring
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Raising employees' business acumen
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Raising owners’ business acumen
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Allowing Staff to get on with their job
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avoiding micromanagement
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increasing autonomy
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Staff Development
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Management Development
Supply Chain Review
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Supplier Audit
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Duplicate Suppliers
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Market Review
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Supplier Agreements
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Payment Terms
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Terms and Conditions
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SLA’s – Service Level Agreements
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Insurance Coverage
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Sub Contractors
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HR Review
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Employment Practices
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Writing Employment Advertising
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Review Employment Contracts
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Onboarding and Training
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Performance Reviews
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Exit Interviews
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Creating The Winning Culture
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Team Alignment​
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Accountability
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Drivers and Blockers
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Communication and Celebration
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Reporting
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What do you know about your business
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Customer Service
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Customer Satisfaction
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How well your clients pay you
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Debtor Days
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Reviews
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Profit & Loss Analysis
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Do you review your P&L and understand what it is telling you.
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Productivity – how does it compare to KPI’s
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Planning and Budgeting
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Business Planning - Building a road map
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Budget Plan - Reviewing results against your budget
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Forecasting - Adjusting your plan on a regular basis to achieve The Budget
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Understanding KPIs of the business and how to improve them
Corporate Social Responsibility
Development and Review
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Understanding what CSR can do for your business
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Why CSR is so important today
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Focus on what your business culture sees important in the CSR Arena
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Developing and implanting a CSR Program
End Game Strategy - Planning an exit Strategy
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Transferring the business to the next generation
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Mentoring the next generation
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Preparing staff for the transfer
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Preparing the business for sale
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How to improve the business for sale
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Improving Reporting
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What potential buyers will look for
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The Sales Process
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Setting expectations​​​
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What you will encounter
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Outside assistance
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Let’s Work Together
Get in touch so we can start working together.