Find out where the work breaks before you buy anything.
A fixed-fee review of one workflow in your business, such as an inquiry becoming a booked job, or an order becoming a paid invoice. We trace it through every tool it touches and hand you a written verdict and a costed plan. The plan is yours, whoever builds it.
One workflow. Four lenses. One written verdict.
Tools and data
Every tool, account and handoff the workflow touches, mapped end to end. What works, what fights you, and what nobody logs into.
Spend
What you pay for along that workflow, what overlaps, and what can be cut. Subscriptions, licenses and renewal dates included.
Risk
Backups, access and single points of failure on that workflow. What breaks first, and who would notice.
The plan
What to fix, in what order, with a cost and a rough effort for each step. Carry it out with us or with anyone.
A costed plan you own, whoever builds it.
A written report in an editable format, a one-page map of the workflow, and a working session where we walk your team through it. If the honest answer is that a tool you already pay for solves the problem, the report says so and the engagement ends there.
One workflow. Fixed fee.
- Workflow map, end to end
- Tools, accounts and spend along the workflow
- Risk and single points of failure
- Prioritized fixes with costs
- A working session to walk through it
Not included: other workflows (each is its own review), carrying out the fixes, hardware, and any legal, compliance or security certification.
Listen. Examine. Deliver.
- 01
Listen
We learn the business first: how you make money, who does what, which tools you run, and where the friction is.
- 02
Examine
Read-only access wherever the tool allows it. We trace how work, money and data actually move through the workflow.
- 03
Deliver
Written findings, a costed plan and a working session to go through it together.
The systems review, answered plainly.
- What does the OptiVis Marketing systems review cost?
- The systems review is a fixed fee for one workflow, quoted on the first call. Other workflows are reviewed separately, so the price never grows while the work is underway.
- What counts as one workflow?
- One workflow is one process with a clear start and end, such as an inquiry becoming a booked job or an order becoming a paid invoice. If you are unsure which to pick, we start with the one that costs your team the most time.
- Do we have to hire OptiVis Marketing to carry out the plan?
- No. The plan is written so any competent vendor, or your own staff, can carry it out. You own the report in an editable format.
- Do you need access to our systems?
- The review runs on read-only access wherever a tool allows it. It needs the workflow and the volumes, not your customers' personal details.
- What if nothing needs to be built?
- Then the report says so. If a tool you already pay for solves the problem, the review names it and the engagement ends there.
Pick the workflow that hurts most.
15 minutes. No pitch. We will tell you straight if a review is worth it.