More selling time
Spend less time researching and updating records, and more time speaking to relevant prospects.
PRACTICAL AI. HUMAN THINKING.
Less admin.
More possibility.
Find the right prospects. Keep sales moving. Make everyday work flow. We build practical AI and automation that gives your people more time to grow your business.
✳ Built around your business. Explained in plain English.
A LITTLE LESS BUSYWORK
Prospects identifiedA focused list to work from
✓New enquiryLet’s get things moving
✓CRM updatedDetails, in the right place
✓Follow-up readyYour team stays in control
✓Marketing & retargetingRelevant messages, ready for review
✓ MORE ROOM FOR THE HUMAN STUFF ↗
Made for real businesses✳Connected to the way you work✳People firmly in the picture✳No jargon required
01 / THE OPPORTUNITY
AI doesn’t need to be daunting.
It needs to be useful.
Maybe you know exactly what needs fixing. Maybe you just know your team spends too much time on the same tasks.
We help you find the right place to start, then build a practical solution around your people, processes and priorities.
Here’s how we can help ↘
GOOD TECHNOLOGY. BETTER WORKDAYS.
More time with people.
Less time between systems.
Researching prospects. Updating a pipeline. Chasing a handover. We connect the repeatable steps, so your team can get on with the work that needs their judgement.
Explore the everyday examples ↗02 / WHAT WE DO
Better ways to work.
Built for you.
Start with the challenge.
We’ll work out the right technology.
MORE WAYS WE HELP YOUR BUSINESS GROW
From the first prospect to the work that happens after the sale.
03 / AI, IN EVERYDAY TERMS
Less “what is AI?”
More “that would help.”
Explore a few possible workflows.
Small changes can make a useful start.
AN ILLUSTRATIVE EXAMPLEFrom new enquiry
From new enquiry
to next step.
An enquiry arrives. Instead of copying details between tools and remembering to follow up, the routine steps are connected.
◎
Your team reviews the response and handles the conversations that need a human touch.
These are examples of what we could build, not client case studies or guaranteed outcomes. The right approach depends on your tools and requirements.
THE BUSINESS IMPACT
Make the benefit
something you can measure.
Less admin is a start. We also look at response time,
handover quality and capacity for higher-value work.
Faster next steps
Prepare replies, assign enquiries and trigger reminders without waiting for someone to copy the details.
Less operational friction
Reduce duplicate entry and make ownership clearer between sales, onboarding and delivery.
WHAT INDEPENDENT RESEARCH HAS FOUND
15%
more customer issues resolved per hour on average with AI assistance in one customer-support study.Brynjolfsson, Li & Raymond · Generative AI at Work ↗
25.1%
faster completion on a set of consulting tasks within AI’s capabilities in an experiment with consultants.Dell’Acqua et al. · Organization Science ↗
Research context, not OptiAi results or a forecast for your business. Benefits varied by worker and task; AI also reduced performance on a task outside its capabilities. We agree a baseline and test your actual workflow.
TRY A SIMPLE TIME-SAVING SCENARIO
What could one
repetitive task add up to?
10
hours per week freed up60% less time on this task
Illustrative arithmetic using your assumptions, not a predicted saving. Include checking and exception handling in the “after” time. This is time capacity, not guaranteed cash savings.
04 / YOUR JOURNEY WITH OPTiAI
Start with a project.
Build a partnership.
We get to know the business behind the brief,
so the work stays connected to where you want to go.
The first solution is a starting point. Our aim is to become a trusted part of your business: understanding your people, sharing your priorities and helping you make useful progress over time.
YOUR BUSINESS GOALSOUR SHARED DIRECTION ↗
- 01
Start with a conversation
Tell us what’s keeping you busy, where you want to go and what you’d like to change. No technical brief needed.
A shared starting point - 02
Discover what matters
Together, we map your processes, tools and priorities. We identify where AI or automation could make a useful difference.
Clear challenges and opportunities - 03
Agree the plan
We propose a focused first project, with scope, costs, responsibilities and success measures agreed before work starts.
A practical proposal and roadmap - 04
Build around your business
We create the right solution: an AI assistant, connected workflow, bespoke tool or a combination that fits how you work.
A solution shaped around your team - 05
Test, prepare & launch
We test realistic scenarios, work through exceptions and help your team get comfortable before the agreed launch.
A supported move into everyday use - 06
Fine-tune in the real world
We gather feedback, refine the details and agree the maintenance and support needed to keep things working.
A solution that settles into your day - 07
Review against your goals
Regular check-ins look at performance, time saved, adoption and changing priorities, with a review rhythm agreed together.
Visibility, accountability and clear next steps - 08
Grow the next opportunity
As your business evolves, we revisit the strategy and recommend further improvements where they support your goals.
An ongoing partnership, at your pace
LISTEN → BUILD → LEARN → EVOLVE
Your business moves forward.
We keep moving with you.
Ongoing reviews, maintenance and new opportunities form part of an agreed working relationship, shaped around your needs and growth.
Shared goals, not isolated tasks.A clear scope, not an open-ended commitment.A relationship that develops as you do.
✳
Human
by design.
by design.
FOUNDER-LED. TEAM-POWERED.OptiAi ↗
05 / THE PEOPLE BEHIND IT
Serious about AI.
Easy to talk to.
OptiAi is led by founder Rosy Patman, alongside a team that turns business challenges into practical AI solutions.
With a background in sales, digital marketing and content, Rosy starts with the commercial question: what will actually make life easier for your business?
We bring curiosity, straight-talking advice and a human approach. You don’t need to know all the terminology. That’s what we’re here for.
Tell us what’s keeping you busy ↗06 / GOOD QUESTIONS
A little clarity.
Before we chat.
Something else on your mind?
We’re happy to talk it through.
Do I need to know what AI solution I want?+
No. Bring the problem, even if it’s just “we spend too much time on admin”. We’ll explore where a sensible first step could be.
Can you work with the tools we already use?+
That’s where we start. We’ll assess your existing systems and integration options before recommending changes. Some tools have limitations, which we’ll explain before agreeing the build.
Is this about replacing my team?+
Our focus is reducing repetitive work so your people can spend more time on decisions, relationships and the tasks that need their expertise. We design the level of human review around the workflow.
What does a project cost?+
Projects are bespoke. Cost depends on the workflow, systems, complexity and ongoing support required. We’ll agree the scope and pricing before work starts, so you can make an informed decision.
What about our business and customer data?+
We discuss the data involved, access requirements and suitable providers as part of discovery. We’ll define permissions and handling requirements with you before connecting a solution.
Can we start small, and get support afterwards?+
Yes. A focused workflow can be a useful starting point. We can then discuss testing, handover, ongoing maintenance and improvements to suit the solution.
07 / LET’S MAKE SPACE FOR BETTER
What could your
team do with
more time?
Tell us what’s slowing you down.
We’ll help you explore what’s possible.
↗
A conversation, not a technical exam.No calendar booking needed. We’ll arrange a time together.
Find your AI opportunity
Leave your details. We’ll get in touch for a brief chat, then arrange a meeting together if it’s a good fit.
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