Helping Visionaries to
Achieve Operational Clarity
When your backend flows, your business grows.
We don’t just organize your business — we optimize the way it works.
Whether you’re a fast-growing digital agency, creative firm, or founder-led team, chances are your operations are starting to feel messy, manual, or out of sync. At The OptX, we turn that operational chaos into seamless flow by designing custom systems that bring clarity to your backend — aligning your tools, team, and time so your business can finally breathe (and grow).
From automated CRMs to strategic workflow design, we build infrastructure that removes guesswork and manual tasks. Whether you’re scaling fast or untangling years of inefficiency, we create solutions that simplify the complex and make your next level sustainable. Every workflow is tailored, every automation purposeful — designed to eliminate busywork, unlock bandwidth where you need it most, and save you money where it’s needed most.
We’ve helped founders reclaim their time, teams find their flow, and businesses shift from reactive to proactive. This is your next evolution — clean systems, clear direction, and growth you can actually keep up with.
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Client: A Mid-Sized Creative Agency in Atlanta
This agency came to us with a scattered tech stack: ClickUp, Google Drive, Trello, and Slack — none of it integrated, and everything was manual. Projects slipped through the cracks, and onboarding took over a week per client. We stepped in with a full systems audit, mapped their entire workflow, automated their client intake using ClickUp and Zapier, and unified communication with templated SOPs and timelines. Within 14 days, their average onboarding time dropped by 70%, missed tasks fell to zero, and the team finally had a clear, scalable operations engine that could grow with them.
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Client: A Rapid-Growth Coaching Collective
As their client roster grew, this coaching business struggled with internal accountability and repeatable workflows. Their ClickUp was disorganized, and SOPs were scattered across docs and memories. The OptX stepped in to architect a plug-and-play SOP engine inside ClickUp — complete with auto-generating task lists, deadline automation, and a visual dashboard to monitor progress. Coaches could now launch client workflows with one click, while the admin team gained visibility into every moving part. The result? A 50% time savings on admin work and a 40% reduction in onboarding errors.
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Client: Boutique Marketing Firm in Austin
This firm was losing leads weekly, relying on a Frankenstein mix of Google Sheets and sticky notes. We built them a custom Airtable CRM — beautifully designed, automation-ready, and tailored to their unique lead lifecycle. It logged inquiries from their website automatically, sent follow-ups, and tracked each lead’s status with clarity. Paired with training videos and SOPs, the team hit the ground running. Within 30 days, their response time improved by 3x, they recovered $12,000 in previously untracked leads, and their sales pipeline finally became a growth asset instead of a liability.
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Client: Outpatient Mental Health Practice
The Health Practice was grappling with internal instability: a CEO who hadn’t been paid in months, a biller working remotely with limited knowledge of current policies, and leadership struggling to make clear, aligned decisions. The OptX conducted a full operational and leadership audit, revealing critical structural misalignments and revenue leakage from outdated billing systems. We delivered a 90-day execution roadmap inside ClickUp, proposed key leadership restructuring, rebuilt SOPs for billing workflows, and realigned executive focus with a strategic board-ready document. Within weeks, morale improved, collections increased, and they finally had a clear, accountable operational path forward.
WHAT CLIENTS SAY
Some valuable words from our loving and ever growing customers.
Working with The OptX completely changed the way we operate. For the first time in months, our leadership team is aligned, our billing systems are functioning smoothly, and we finally have clarity on how to move forward. Their insight and execution were exactly what we needed.
The OptX helped us turn chaos into clarity. From rebuilding our client onboarding to automating half our daily tasks, their team gave us time back and structure we didn’t know we needed. We’re now scaling with confidence.
We were juggling too many tools, too many people, and no real system. The OptX came in, listened, mapped everything out, and gave us structure that actually fits how we work. It wasn’t just a setup — it was a game changer.