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Optima Full Operations Path Bundle (One Time)
$247
You took the Business Foundation Assessment, so you know where the gaps are. Now you need to fix them in the right order, without buying one tool at a time and guessing what comes next.
This bundle is the whole Optima Path in one purchase. Every tool runs in your own Claude, and each one hands its results to the next, so you never start over.
Who it’s for
Small business owners who are tired of holding everything together themselves. You want the full system: a plan, written processes, clear roles, and AI employees taking on the repeat work.
What’s inside, in the order you use them
Optima Action Planner. Your 30-60-90 day plan, plus a dashboard that tracks what you’ve finished and tells you what to build next.
Optima Client Journey Mapper. Maps every step a client goes through, from first inquiry to offboarding, and shows you which processes are missing.
Optima SOP Builder. Turns your repeated tasks, or an Optima template, into branded Master SOPs. Flags which tasks stay with a person and which can be automated.
Optima Role Builder. Groups your SOPs into roles, writes the job descriptions and scorecards, builds your org chart and shows you the empty seats.
Optima AI Employee Builder. Checks each job description against your SOPs, lays out what the role does every day, and builds an AI employee you upload into Claude. You or your team still approve anything that goes to a client or moves money.
Optima Workflow Builder. Pulls everything into one workflow, from first inquiry to getting paid. It finds what still falls through the cracks and sends you back to the step that fixes it.
How it works
Assess → Act → Build → Automate.
Start with your Assessment scores. Each tool reads what the last one made, so your plan, journey map, SOPs, roles and AI employees all build on each other.
What you get
Six Claude skills (.zip) to install in your own Claude
A How to Use guide for each tool
The Action Planner Word worksheet
Bought separately, these six tools cost $412. The bundle is $247.
One-time payment, lifetime use in your own business.
Haven’t taken the free Business Foundation Assessment yet? Start there: optimaoperationsconsulting.com/business-foundation-assessment
License: optimaoperationsconsulting.com/tool-download-license-and-disclaimer
This bundle is the whole Optima Path in one purchase. Every tool runs in your own Claude, and each one hands its results to the next, so you never start over.
Who it’s for
Small business owners who are tired of holding everything together themselves. You want the full system: a plan, written processes, clear roles, and AI employees taking on the repeat work.
What’s inside, in the order you use them
Optima Action Planner. Your 30-60-90 day plan, plus a dashboard that tracks what you’ve finished and tells you what to build next.
Optima Client Journey Mapper. Maps every step a client goes through, from first inquiry to offboarding, and shows you which processes are missing.
Optima SOP Builder. Turns your repeated tasks, or an Optima template, into branded Master SOPs. Flags which tasks stay with a person and which can be automated.
Optima Role Builder. Groups your SOPs into roles, writes the job descriptions and scorecards, builds your org chart and shows you the empty seats.
Optima AI Employee Builder. Checks each job description against your SOPs, lays out what the role does every day, and builds an AI employee you upload into Claude. You or your team still approve anything that goes to a client or moves money.
Optima Workflow Builder. Pulls everything into one workflow, from first inquiry to getting paid. It finds what still falls through the cracks and sends you back to the step that fixes it.
How it works
Assess → Act → Build → Automate.
Start with your Assessment scores. Each tool reads what the last one made, so your plan, journey map, SOPs, roles and AI employees all build on each other.
What you get
Six Claude skills (.zip) to install in your own Claude
A How to Use guide for each tool
The Action Planner Word worksheet
Bought separately, these six tools cost $412. The bundle is $247.
One-time payment, lifetime use in your own business.
Haven’t taken the free Business Foundation Assessment yet? Start there: optimaoperationsconsulting.com/business-foundation-assessment
License: optimaoperationsconsulting.com/tool-download-license-and-disclaimer
Bundle Includes
Here are all the products that are included in your bundle
