Alyssa, Sr AE

Automation Services Partner

Online Optimism has spent years running campaigns, managing leads, and building marketing systems for companies across the country. Along the way, we kept running into the same problem: the marketing was working, but the rest of the operation couldn’t keep up with it.

Leads coming in with nowhere to go. Forms sitting in inboxes. Manual tasks eating up hours that could go toward actual growth. That’s where our automation service comes in.

You’re Getting the Leads. What Happens After?

Most of our clients come to us for marketing. And we’re good at it. But marketing creates work – and a lot of that work is repetitive, manual, and honestly, shouldn’t require a human.

That’s what automation fixes. We build the connections between the tools you’re already using so that information moves on its own, the right people get notified, and nothing falls through the cracks.

Talk to an Optimist

Our team is eager to help you reach your marketing goals.

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What We Actually Build For You

Lead Capture & CRM Integration

Your lead form fills out. It goes straight into your CRM, your sales team gets a Slack alert, and the contact is enrolled in a follow-up sequence. No manual entry. No delay. No lost lead because someone forgot to check their inbox.

Blog-to-Google Business Profile Posting

Every time you publish a post to your website, it automatically goes to your Google Business Profile too. More visibility, zero extra work. (We actually use this one ourselves.)

Daily Email Roundup

At the start or end of each day, your inbox is scanned and sends you a digest of what came in and what needs your attention. It’s like having an assistant that reads your email so you don’t have to read all of it.

Lead Routing

High volume of leads coming in? We build routing logic that looks at each lead and sends it to the right person or queue based on what they’re looking for. Less chaos, faster response times.

Event Registration Tracking

When someone RSVPs, they get added to your spreadsheet, your email list, and a calendar invite – automatically. No more manually copying contacts from a form into three different places.

Form Submission Tracking

Every form submission gets backed up to a shared spreadsheet, the right person gets notified, and if it’s a high-intent form, an automatic response goes out right away. Response time matters for conversions, and this handles it.

Meeting Booking from Email

When a meeting gets confirmed over email, it goes straight to your calendar. No buttons, no back-and-forth, no double-bookings.

Let’s Talk Automations

Here’s Why This Works Well for Our Clients

We’re not an automation-only agency. We’re a marketing agency that knows automation well enough to solve real operational problems for marketing clients. That combination matters.
We already know your platforms. We likely already have access to your website, your ad accounts, and some of your tools. That cuts the setup time down considerably compared to starting from scratch with someone who’s never worked with you.
We keep it simple on purpose. We build automations that are straightforward enough to be reliable and easy to maintain. Not the ones that take three days to set up and break every time an app updates.
You own everything. Your automations live in your account. You own the subscription, you own the workflows. We’re not the middleman for your tools.

Natasha, AE

Hannah

Search & Content Strategist

How It Works

1. We scope it out together.

We look at what tools you’re using, where the friction is, and which automations would save you the most time. A lot of this we already know from working with you.

2. We build and test it.

We build from a library of pre-built templates that we adapt to your specific platforms and needs. Then we do a live setup session with you to connect your credentials, run tests, and make sure everything works before we hand it off.

3. You run it. We’re here if it breaks.

Once it’s live, it runs on its own. If something ever goes wrong – a platform updates, a field changes – you contact us and we fix it. You pay for the repair, not a monthly retainer you may never use.