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AI & automation consulting · Sydney

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.

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Who we help

Owner-led businesses.
Familiar busywork.

Your business is different. The admin getting in the way often feels familiar: the same details typed twice, enquiries waiting, reports pulled together by hand.

  • Café
  • Trades
  • Allied health
  • Cleaning
  • Retail
  • Tours
  • Design studio
  • Bookkeeping
  • Bakery
  • Salon
  • Landscaping
  • Small teams

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 consulting

Find a place to start.

Find what keeps taking up your time and choose the first process worth improving.

Explore this serviceImplementation

Put a better process to work.

Put the handoffs, follow-ups and routine tasks into a process your team can use.

Explore this serviceSupport & operations

Keep the work running.

Keep everyday workflows running and adjust them as the work changes.

Explore this serviceContent & marketing

Get found, keep showing up.

Plan, create and distribute content from your real work, published only with your approval.

Explore this service

Example: enquiry follow-up

A small change.
A better working day.

An enquiry arrives while you’re busy with a customer. Instead of becoming another thing to remember, it follows an agreed process.

  1. A salon owner cutting a client’s hair while a new enquiry arrives on her phone

    New enquiry · website“Colour appointment this Saturday?”

    Capture

    She’s with a client. The enquiry lands in one place instead of a missed message.

  2. The salon owner reading a drafted reply on a tablet

    PreparedReply drafted with Saturday’s open times.

    Prepare

    A response is drafted from the details provided, ready when she is.

  3. The salon owner approving the reply on a tablet between clients

    Your teamChecked and approved. Nothing is sent without her.

    Review

    Between clients, she checks the reply and approves it in one tap.

  4. The salon owner seeing a reminder on her phone the next morning

    Follow upReminder: confirm the Saturday booking.

    Follow up

    Next morning, the next step is already on her list. Nothing to remember.

An example of a possible workflow, not a customer result. The tools, approvals and scope are agreed for each project.

How we work

A clear process.
A manageable first step.

Good implementation starts with understanding the work. We keep the scope visible and involve the people who will use the result.

01 · You bring the context

Discover

Talk through what slows your business down and what a useful improvement would mean.

02 · You decide

Scope

Choose a workflow, agree deliverables and responsibilities. Costs explained separately.

03 · Your team approves

Implement

Build and test with your team, with human approvals where they are needed.

04 · We stay involved

Review and support

Check the result against agreed measures and decide what to adjust next.

See how an engagement runs

Our approach

Start small. Stay involved.

We work with you to choose a useful first step and make it work in day-to-day operations.

  • Start with the work you want to improve, not a tool
  • Keep the systems you already use where they fit
  • Agree which actions run automatically and which need a person
  • Review the result, then decide on the next workflow

A 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