Optigate
Optigate runs the busywork,
so you run the business.
Less time re-entering information, chasing follow-ups and pulling reports together. We help organise the work behind your business, from the first improvement to ongoing support.
An animated illustration of scattered operational tasks being brought into an organised process. The same idea is explained in the page content below.
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The work behind the work.
Your business is different. The admin getting in the way often feels familiar.
Too much re-entering
The same information moves between emails, spreadsheets and systems, usually with you in the middle.
Too much chasing
Enquiries, approvals and follow-ups compete for attention when the working day is already full.
Too little visibility
Getting a clear picture of the business means pulling information together by hand.
A small change.
A better working day.
Example: enquiry follow-up
An enquiry arrives while you’re busy with a customer. Instead of becoming another thing to remember, it follows an agreed process.
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- 01
Capture
Bring the enquiry into one place.
- 02
Prepare
Draft a response using the details provided.
- 03
Review
Your team checks and approves the reply.
- 04
Follow up
Create a reminder so the next step is visible.
An example of a possible workflow, not a customer result. The tools, approvals and scope are agreed for each project.
Less chasing. Clearer information.
More time for the work that matters.
We find where work gets stuck, put a better process in place, keep it running, and help the right customers find you. Consulting, implementation, ongoing operations and marketing, shaped around your business.
AI & workflow consultingFind a place to start.
Find what keeps taking up your time and choose the first process worth improving.
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ImplementationPut a better process to work.
Put the handoffs, follow-ups and routine tasks into a process your team can use.
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Support & operationsKeep the work running.
Keep everyday workflows running and adjust them as the work changes.
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Content & marketingGet found, keep showing up.
Plan, create and distribute content from your real work, published only with your approval.
Explore this serviceStart small. Stay involved.
We work with you to choose a useful first step and make it work in day-to-day operations.
How we workA few things you might be wondering.
Do we need to know how to fix the process?
No. Start with the work you want to improve. Consulting helps identify whether AI, a simpler automation or a process change is the right approach.
Will we need to replace our existing systems?
We start by understanding what you already use. Any integration, replacement or additional tool is discussed as part of the scope; compatibility needs to be checked.
How much does it cost?
We scope the work before quoting. Cost depends on the workflows, integrations and level of ongoing support. Implementation, ongoing service and third-party software costs are explained separately.
Which decisions stay with our team?
We agree which actions can run automatically and which require a person to review them. Access, approvals and escalation are part of the workflow design.
What does Optigate do?
Optigate is a practical AI consulting and automation firm for owner-led businesses. We help you find the work worth improving, put it into practice, keep it running, and run your marketing content and distribution.
Do you work with businesses outside Australia?
Yes. We’re based in Sydney and work with businesses in Australia and internationally, in English and Chinese.
Your business needs you.
What can we take
off your desk?
Tell us what keeps landing back on your desk. We’ll discuss what could be simplified, what could be handled for you and where to start.
Request a discovery call