Meet Evan - Optima Solutions

Evan Mills, Your Account Executive

Available for call

Hello I am Evan Mills

Sales Director

Connect with me

This Discovery Meeting is your chance to explore solutions with no pressure and no commitments. Whether you’re navigating systems challenges, planning to scale, or just looking for fresh insight, this session is designed to help you gain clarity.

What to Expect:

A 30-minute call tailored to your business goals
Honest recommendations based on your current setup
Answers to your questions about CRM, automation, marketing, and more
A clear path forward—whether you work with us or not

This is a free consultation with zero obligation. Just a genuine conversation to help you uncover opportunities and avoid common pitfalls.

Let's figure out what’s next together.

How it works

Process Is Everything

Simple, streamlined process that delivers results

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1