A blueprint to a firm that can run without you.
Every Optivo engagement follows a proven arc — from immersion to embedded systems — then settles into an ongoing monthly rhythm. The diagnostic decides what gets built and in what order, so no two firms get the same plan.
Two layers, running in parallel.
A diagnostic of how the firm actually operates, and a clear view of where the owner wants it to be. The blueprint is where the two meet — always specific to your firm.
Qualify, scope & agree the goals
A discovery call, a fact-find across the leadership, and an anonymous staff diagnostic. We agree the first three priorities and where the firm wants to be before any paid work begins.
Immersion & diagnostic
Understand the firm as it actually operates — workflow, capacity, technology, client experience and commercial health.
The operating model & blueprint
Design the operating model, SOP library and system configuration. A client-specific blueprint that says exactly what we build, and in what sequence.
Configure & implement
Practice management live, core SOPs written and owned, workflows and onboarding journeys built across every priority workstream.
Train, go live & embed
The team is trained, new systems go live, and adoption is measured until the new way of working becomes the normal way of working.
Commercialise & hand over
Use the data to improve margins, pricing and performance — then a before-vs-after review, a 12-month roadmap, and systems left embedded and owned.
The monthly COO rhythm
Weekly sessions, a monthly operating review and continuous improvement — keeping the discipline in place as the firm grows, scales or prepares to sell.
Built to be handed over, not held onto.
Diagnostic-led
The better the diagnostic, the better the blueprint. We start by understanding the firm as it really runs — not how the org chart says it should.
Systems your team owns
SOPs, workflows and rhythms are documented, embedded and owned by your people — so the discipline stays when the engagement ends.
Commercial by design
The point isn’t tidier processes for their own sake. It’s more capacity, better margins and a firm that is easier to run, scale or sell.
Ready to see what your firm’s blueprint would look like?
A confidential, no-obligation call to understand your firm, where it’s stuck, and whether Optivo is the right fit. If it’s not, I’ll tell you.