Answer
- One inbox for email, SMS, WhatsApp and calls
- Every lead answered in under a minute
- Qualified and booked on your calendar
- Follow-up until there is a visit or a clear no
Agents that answer, sell, advertise and collect inside your operation.
Our agents work inside the operation of service companies, from the first message to the paid invoice, with a person approving every step that matters.
Loops running today
New lead
- Lead comes in from Google Ads
- Agent replies in 40 seconds
- Ana approves the estimateperson approves
- Site visit booked
- Deposit charged
Late invoice
- Stripe flags the late invoice
- Agent drafts the reminder
- Finance approvesperson approves
- Email and WhatsApp go out
- Paid, team told on Slack
Ad budget
- Agent reads Meta and Google daily
- Suggests moving $300
- Owner approves on Slackperson approves
- Budget adjusted
- Result in the next morning report
and the loop starts again
Our software
Agents
Answer, sell and collect by voice, WhatsApp, Instagram, SMS and email.
/0.1Inbox
Every channel in one queue, with the full history of each client.
/0.2Ads
Google Ads and Meta accounts read every day. Budgets move only after your yes.
/0.3Revenue
Charges, invoices and late payments followed in Stripe until the money lands.
/0.4Otimizia OS
The Mac and iPhone app where your team approves what the agents prepared.
/0.5
Karen DoyleHingham, MA · 7:02
Hi, we'd like a quote for a new paver patio, about 400 sq ft. Are you available this week?
Prepared by the agent · review
Hi Karen, thanks for reaching out. We can stop by Thursday at 4 pm or Friday at 9 am to measure. Which works better?
Crew calendar checked · lead tagged patio, 400 sq ft
Approve and send ↵Edit EAnother version ⇥
Answer
For every lead, in under a minute.
Email, SMS, WhatsApp and calls land in one inbox. Agents read, qualify and leave the reply ready. You approve with one key.
The work runs in a loop.
Otimizia builds products where AI works inside the operation, around the clock, in five steps that repeat. The same loop runs a landscape company, a charter bus line and a factory.
step 1/5Read
Every lead, click, message and invoice lands in one place, per client.
Loops runningexample data
- Landscapinglead answered41 sApprove
- Transportationcharter quote sent3 minAct
- Manufacturingpart found in ERP12 sPrepare
- Cleaningvisit confirmed8 sAct
- Legalcase qualified2 minApprove
Three loops, running from week two.
Grow
- Google Ads, Local Services Ads and Meta
- Tracking to the signed contract, not the form
- Weekly budget moves you approve
- Reviews requested after every finished job
Collect
- Proposal sent the same day
- Invoices and reminders on Stripe
- Maintenance renewals before they lapse
- Revenue next to the ad that brought it
Companies running on Otimizia
Plans and pricing
Plans start at $399 a month. Most companies run on Growth, at $1,000.
Every action has an owner.
Agents prepare the work. A person approves it. Every reply, budget change and invoice is logged with who approved it and when.
Approval by default
Nothing leaves without a yes. You choose, workflow by workflow, where an agent may act alone, after you have watched it work.
See the loopYour data runs your operation
Your inbox, ads and revenue feed your loops and nothing else. Access is per client. Export it or delete it whenever you want.
Talk to the teamFrom the first call to the first loop in two weeks.
- Day 1Diagnosis
A 30 minute call. We look at where leads come from, how fast you answer and what a job is worth.
- Week 1Access and setup
You connect your inbox, ads and payments. We write the agent in your voice and test it on your real leads.
- Week 2First loop live
Every lead gets an answer in under a minute. You approve from the iPhone or the Mac.
- Month 2Ads and billing
Ads tracked to the contract, invoices on Stripe, and a weekly report you can read in two minutes.
Connects with what you already use
Google AdsLocal Services AdsMeta AdsGmailGoogle WorkspaceWhatsApp BusinessSMSStripeQuickBooksJobberGoogle CalendarClaude
No rip-and-replace. Otimizia works on top of the tools your team already runs.
Questions owners ask
Is this a chatbot?
No. A chatbot answers questions. Otimizia runs the work around the lead: answers, books, follows up, runs the ads and collects, with a person approving each step.
Will my clients know it is AI?
Yes, if they ask. The agent writes in your voice, never pretends to be a person and hands off to your team whenever it should.
How fast will I see results?
Response time drops on the first day the loop is live. Booked visits usually move within the first month. We show the numbers weekly.
Do I need to change my software?
No. Otimizia connects to your inbox, calendar, ads, Stripe, QuickBooks or Jobber.
What does it cost?
Plans start at $399 a month. Most companies run on Growth, at $1,000. Ad spend goes straight to Google or Meta.
Who is behind Otimizia?
A Brazilian team that has run marketing and operations for companies in landscaping, transportation, manufacturing, legal and e-commerce, in the US and Brazil.