Sales / Marketing Processes
Understanding what's bringing business to you
- Lead Generation
- Lead Handling
- Converting Leads to Opportunities
- Quote Generation Process
- Converting Quotations to Sales
- Sales Handling
- Terms and Conditions
Helping You Work Smarter, Not Harder
Services
Optima Business Improvement Services – Helping You Work Smarter, Not Harder!
On-Demand Business Support
Running a business can feel like juggling chainsaws—exciting but a little risky.
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.
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 to Delivery of Services/Goods
Looking to efficiently deliver goods and services to your clients
- Sales information provided to supply product/service
- Map delivery process from lead to product/service delivery
- Understanding what is currently done
- Understanding what can be done to improve customer engagement and use current resources to assist with this
- What current processes can be updated to improve customer engagement
- What can be automated
Staff Mentoring
- Raising employees' business acumen
- Raising owners’ business acumen
- Allowing Staff to get on with their job
- avoiding micromanagement
- increasing autonomy
- Staff Development
- Management Development
Supply Chain Review
- Supplier Audit
- Duplicate Suppliers
- Market Review
- Supplier Agreements
- Payment Terms
- Terms and Conditions
- SLA’s – Service Level Agreements
- Insurance Coverage
- Sub Contractors
HR Review
- Employment Practices
- Writing Employment Advertising
- Review Employment Contracts
- Onboarding and Training
- Performance Reviews
- Exit Interviews
- Creating The Winning Culture
- Team Alignment
- Accountability
- Drivers and Blockers
- Communication and Celebration
Reporting
- What do you know about your business
- Customer Service
- Customer Satisfaction
- How well your clients pay you
- Debtor Days
- Reviews
- Profit & Loss Analysis
- Do you review your P&L and understand what it is telling you.
- Productivity – how does it compare to KPI’s
Planning and Budgeting
- Business Planning - Building a road map
- Budget Plan - Reviewing results against your budget
- Forecasting - Adjusting your plan on a regular basis to achieve The Budget
- Understanding KPIs of the business and how to improve them
Corporate Social Responsibility
Development and Review
- Understanding what CSR can do for your business
- Why CSR is so important today
- Focus on what your business culture sees important in the CSR Arena
- Developing and implementing a CSR Program
End Game Strategy
Planning an exit Strategy
- Transferring the business to the next generation
- Mentoring the next generation
- Preparing staff for the transfer
- Preparing the business for sale
- How to improve the business for sale
- Improving Reporting
- What potential buyers will look for
- The Sales Process
- Setting expectations
- What you will encounter
- Outside assistance