You don’t need more leads - you need better follow-up.
Automate it | Track it | Scale it
Our CRM turns chaos into conversions that convert.
You don’t need more leads - you need better follow-up.
Automate it | Track it | Scale it
Our CRM turns chaos into conversions that convert.
Ditch the overwhelm!
Our systematic approach brings clarity to every project with real-time visibility, deadlines, and accountability - so nothing falls through the cracks.
Ditch the overwhelm!
Our systematic approach brings clarity to every project with real-time visibility, deadlines, and accountability - so nothing falls through the cracks.
Optimize how work gets done. We build streamlined systems that eliminate bottlenecks, automate routine tasks, and empower your team to operate with clarity, consistency, and confidence.
We don’t just set up tools - we optimize your business through our proven five-part framework:
S.C.A.L.E. - Simplify, Connect, Automate, Lead, Evolve.
THE PROCESS
DISCOVERY & ROADMAP
We start by simplifying your operations - auditing what’s working, what’s not, and what’s just noise. Then we connect the dots: your people, platforms, and priorities. You’ll leave this phase with a clear roadmap and aligned vision for optimizing Project, Operations, and Customer Management.
Successful Satisfied
Projects Customers
BUILD
We build smart systems to automate what’s holding you back. From lead workflows to task pipelines and reporting dashboards, we eliminate manual processes so you and your team can focus on high-impact work.
ADOPTION & SUPPORT
We guide you and your staff through hands-on training, real-data integration and strategic change management - so your systems stick and your team feels confident.
Optimization isn't just a one time thing - it's an evolution! As your business grows, we provide ongoing support to adapt and refine your systems. Whether it’s new hires, new tools, or new goals, we’re with you for the long haul.
Ongoing system enhancements
Strategic recommendations
Tech support
Cristy Lime
Strategy & Optimization Specialist
Cristy has over 15 years in business leadership & consulting. She is passionate about empowering business owners to achieve success, while eliminating unnecessary time and energy specializing in custom CRM's and operating systems to help you work on your business instead of in your business.
Jon Clark
Technology & Optimization Specialist
Jon is a father, husband, best selling author and business enthusiast. He has 10 years of software experience. In those 10 years he has served as a software engineer and product manager in large technology companies where he provides a huge focus on improving user experience. He has a passion for helping remove small inefficiencies in software and processes giving users more energy to do what they do best.
Founding Partner | Schriver Carmona CPAs
"Our team members know exactly where they are, what they have on their plate, and what they need to meet their goals. Additionally, we now know everyone's capacity and can re-assign engagements in real time. This has completely transformed the way we run our engagements.
They were able to build out the workflow in Monday.com and it checks every single box we were looking for! This was definitely worth the investment, and I would highly recommend Jon and Cristy to any of our colleagues." - Derek S.
Chief Revenue Officer | 7 Figure MSP
"There was limited visibility into the key metrics leadership needed in order to track progress, set goals and achieve those goals. With dozens of sources, it was a laborious task for our team to track what we needed to track. I was seeking a operations team to help us streamline tracking and create a leadership board system within monday.com" - Michelle T.
President, CEO | Epic Engineers
"We needed to optimize our topographic survey tracking board for both office and field work.
The Optimization Specialists took time to listen and evaluate the problem and then come back with a solution that helps us track and manage our schedules.
The Optimization Specialists have worked with Epic Engineers to streamline our processes. This has made us more efficient and effective." - Troy M.
Tax Supervisor | Schriver Carmona CPAs
"Originally, I was skeptical about hiring a firm to setup our Monday dashboards. We had tried the software and could have figured out how to use it. However, Jon & Cristy’s expertise saved us months of trial and error and got us up and running immediately.
They listened to our needs and designed dashboards that work seamlessly with our process. I could not be happier with their services and would definitely consider using them again." - Jackie R.
Our customers are our passion. We put a big focus on your experience from the first call to the handoff and ongoing support. We want you to feel like you are a true VIP, because you are!
As we continue to grow, we want to identify areas of improvement. We are on a never ending journey of continuous optimization. Operational efficiency is a mindset and we bring it to every project we work on.
We celebrate taking responsibility for our actions, ensuring reliability and trustworthiness in every partnership and within our team, fostering a culture where transparency leads to outstanding results.
We believe the best way to grow our business is by going above and beyond in providing value. We truly enjoy helping our customers meet their next milestone.
Universal Inbox
2 Way Text Messaging *
Web Chat
Facebook Messenger
Instagram DMs
Google Messaging
Google Call Tracking
Automatic Review Management
Appointment Reminders
Calendar Integration
Respond To Reviews
Review Sharing
Missed Call Text Back
High Engagement Video Texting
Text To Pay Invoicing
Full CRM
Detailed Reporting
Pipeline Management
Manage Leads and communicate through mobile app!
Up to 5 Team Members
Up to 5,000 Leads/Contacts
* Includes up to 750 free sms per month
Price does not include non-refundable setup /Implementation Fee
Everything in Communicate +
Customizable Sales Funnels
Email Marketing
Text (SMS) & Email Templates
Customer Surveys /Forms
Customizable Forms
Full Invoicing & integration
Blogs
Up to 15 Team Members
Unlimited Leads /Contacts
Easy Import/Export Leads
Up to 10,000 Leads /Contacts
Price does not include non-refundable setup /Implementation Fee
Everything in Grow +
Memberships & Courses
Full Website Capabilities
Customer Portal
Visual Workflows
HTML Builder
Trigger Links (If This/ Then That)
Unlimited Team Members
Unlimited Leads/Contacts
* Includes up to 7,400 free sms per month
Price does not include non-refundable setup /Implementation Fee
Systems that scale. Clarity that sticks.
Whether you're managing client delivery, internal workflows, or complex team projects, we build custom systems that turn messy processes into organized, repeatable operations. Using tools like
ClickUp and monday.com, we help you stop relying on memory and start relying on systems.
Streamlined Project Pipelines
Automated Task Assignment & Handoff
Recurring Workflows & Templates
Centralized SOPs & Documentation
Dashboard Views for Team & Leadership
Resource Management & Time Tracking
Platform Integration (Slack, GDrive, CRM, etc.)
We create you a customized central command center - so your team knows what to do, when to do it, and how it gets done.
Ready to remove bottlenecks and get your team aligned?
Real strategies. Real systems. Real results.
Our YouTube channel is packed with tutorials, behind-the-scenes builds, and bite-sized insights to help you streamline your business, automate with confidence, and scale without the stress.
Whether you're curious about CRMs, workflows, or how to stop duct-taping your tech stack together - we’ve got you covered!
Subscribe and start optimizing smarter:
"Overnight Success" is the podcast where Jon Clark and Cristy Lime from The Optimization Specialists uncover the stories behind successful businesses and how they built their so-called “overnight success".
Each episode is packed with insights, lessons, and strategies from real business owners who’ve done the work - and the mistakes - to get where they are today.
We’ll also share tips on optimizing your business so you can scale faster, with less chaos and more clarity!
Less chaos. More clarity. Right to your inbox.
Each month, we send out practical tips, system upgrades, and real-world strategies to help you optimize your time, team, and tech.
No fluff - just actionable insights to help you work smarter and scale faster.
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