OptiTier

Services: AI Automation and Microsoft 365 License Reviews

Two services, one way of working: a short call, a written plan with a fixed quote, then the build in your own accounts.

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AI Automation: Hand Off the Jobs That Interrupt You

For local businesses where the owner or a small front office answers every call, chases every quote and retypes every form.

  • AI phone answering: answers every call, takes messages, books appointments and sends you a text summary
  • Text follow-up: missed-call text-back, quote and appointment reminders, review requests
  • Cold outreach: list building, short email sequences, replies routed to your inbox
  • Process automation: forms to CRM to invoice, email to task, so the same detail is typed once

How each AI automation works

Microsoft 365 License Review: See What Each Seat Is For

For businesses with roughly 10 to 300 Microsoft 365 seats, where nobody has matched the plans to the people in a while.

  • Unused seats: licenses on accounts that left or stopped signing in
  • Overlaps: two licenses on one person that cover the same apps
  • Plan fit: Business Basic, Standard or Premium, E3 or E5, Exchange Online Plan 1 or Plan 2, per person
  • Renewal timing: when your monthly or annual commitment lets each change take effect
  • A walkthrough call with the findings, and help making the changes if you want it

How the license review works

How Every Project Runs

  • A 30-minute call about where your hours go
  • A written plan with a fixed setup quote and each tool's own monthly price
  • The build, in accounts you own
  • A check-in after launch to tune the wording and the rules

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