Optivize AI: the Fractional C-Suite

One brain.

Your jobs, invoices, estimates and cash, read in one place.

Five executives. One assistant.

Open it up and there's a whole C-suite inside, each minding one part of your business.

  1. CEOThe big picture

    • “Are we on track for this year's goal?”
    • “What needs my attention this week?”
  2. CFOCash and profit

    • “Will cash cover payroll next month?”
    • “Who owes us money, and how late is it?”
  3. COOJobs and crews

    • “How many jobs did we finish this week?”
    • “Is our average ticket going up?”
  4. CMOLeads and marketing

    • “How many new leads came in this week?”
    • “Are we winning new customers?”
  5. CROSales and revenue

    • “How many of our estimates do we win?”
    • “Is revenue keeping pace with our goal?”
  6. AssistantYour day

    • “Find me an hour for a site visit Thursday.”
    • “Draft a reply, and send it once I approve.”

They check with each other.

Ask one, and it asks the others what it needs to know.

One question. The answer, the numbers and the next step, ready for your OK.

You“Am I leaking revenue anywhere?”

CFO“Three invoices are over 60 days late: $14,200, mostly Henderson Builders.”

Assistant“I've drafted a friendly reminder to Henderson with the invoice details. Send it?”

Your data stays yours.

  • Kept separate from every other customer's data.
  • Encrypted in transit and at rest in our database.
  • Your AI learns your business. Your data never trains a shared AI model.
  • Nothing is sent or booked until you approve it.

How we keep your data safe

One plan. Everything included.

Your whole AI C-suite for one monthly price. No setup fee.

The Fractional C-Suite

Your CEO, CFO, COO, CMO and CRO, plus your Assistant.

$500a month

No setup fee. Billed monthly.

  • All five AI executives and your Assistant
  • Every integration, at no extra cost
  • Nothing sent or booked without your approval

Let's look at your numbers together.

Pick a time that works for you. We'll walk through your numbers and get you set up.