OptiTier
AI Automation for Local Businesses: What We Set Up
Every call answered, every quote chased, every form typed once. Here is what each automation does, and what we need from you to set it up.
Phone Answering That Picks Up Every Call
An AI receptionist answers on your number, says it is an assistant, answers the questions you approve, takes a message or books a slot in your calendar, and texts you a summary. Callers who want a person get their message straight to you.
Text Follow-Up Customers Answer
A missed call gets a text back within a minute. A quote gets a reminder a few days later. A finished job gets a review request. Each message is written with you and sent from your business number.
Cold Outreach Without the Busywork
We build a list of the local businesses or households you serve, write a short email sequence in your voice, and route every reply to the right inbox. Sending stays inside the limits your email provider sets.
Process Automation Between Your Apps
Web form to CRM, CRM to quote, quote to invoice, email to task list. We connect the apps you already pay for, with Power Automate, Zapier or Make, so a detail typed once lands everywhere it belongs.
What We Need From You
- 30 minutes to walk through your week
- Admin access to the accounts the automation will use, or your IT provider on the call
- Your approval of the plan, the wording and the monthly tool costs before anything goes live
AI automation guides
The first guides are being written now.
Ready When You Are
Tell us which job eats the most of your week, or how many Microsoft 365 seats you run. We reply by email to set up a 30-minute call.
Book a 30-Minute Call