Build the foundation. Then put AI on top.
The Optima AI tools add an advisor layer to each of the six Optima foundations. You build the structure. The tools help you plan it, document it and run it, so your business works without you holding every piece.
Assess → Act → Build
Most AI tools give you answers. These help you build your business, one foundation at a time, in the right order.
Assess
Take the free Business Foundation Assessment. See which of your six foundations needs attention first.
Act
Turn your results into a 90-day plan with the Optima Action Plan Builder, built around what your business needs most.
Build
Add the AI tools for that foundation. Build SOPs, roles and AI employees that keep the work moving without you.
An AI layer for every foundation
Pick the foundation you are working on. Each tool is built on the Optima Method and adds a layer of structure to that part of your business. Several of them build AI employees. What is an AI employee?
Optima Action Plan Builder
Stop wondering what to work on next. Build a 90-day plan around what your business actually needs.
Optima Operations Manager AI Employee
Your business needs an Operations Manager, even if you’re not ready to hire one.
Optima Operations Builder
Turn your templates into AI employees.
Optima Bookkeeping AI Employee
Organize the numbers. Automate the routine. Stay financially informed.
Optima Owner Dependency Audit
Stop doing everything. Build a business that runs without you.
Optima Role Clarity & Org Chart Builder
A clear structure that defines who owns what, and where you need to hire or delegate.
Optima Role Builder
Build roles, SOPs, scorecards and AI employees.
Optima SOP Builder
Turn repetitive tasks into SOPs and AI employees.
Optima Client Journey Mapper
Map every client touchpoint. Find the gaps. Fix the friction. Automate what comes next.
Optima Website Audit Skill
A clear, prioritized action plan to improve your website’s messaging, usability, SEO and credibility.
Optima Brand Voice Avatar Builder
Create your AI brand voice.
Daily Focus Planner
Plan each day around what matters most.
Time Blocking Guide
Give your work a place in your week.
Weekly Reset Checklist
Close out the week and start the next one clear.
Project Planner Workbook
Break big projects into steps you can finish.
Not sure which tools you need? Start with your stage.
“I’m building the base.”
You need a plan, your first documented processes and a clear voice.
- Action Plan Builder$7
- SOP Builder$17
- Brand Voice Avatar Builder$7
“I’m the bottleneck.”
Everything runs through you. Find what to hand off, then document it.
- Owner Dependency Audit$47
- SOP Builder$17
- Operations Manager AI Employee$97
“I’m ready to delegate.”
Define who owns what, then turn roles and templates into AI employees.
- Role Clarity & Org Chart Builder$97
- Role Builder$67
- Operations Builder$67
AI doesn’t run your business. It supports the person who does.
You decide
- Where the business is going and what comes first
- Who you hire, and what each role owns
- How you serve your clients
- What “done right” looks like
AI supports
- Turning your answers into plans, SOPs and scorecards
- Running routine operations and bookkeeping tasks
- Spotting gaps in your client journey and website
- Keeping your weekly priorities in front of you
Create. Optimize. Operationalize. Then put AI on top.
What an AI employee is, and what it is built from →Before you buy
What is an AI employee?
An AI assistant set up to own one defined role in your business. It works from a job description, your documented processes and clear expected outputs, and a person reviews its work.
Read the full guide: What is an AI employee? →What do I need to use the tools?
An account with an AI assistant. [CONFIRM: ChatGPT, Claude or both.] Each product page lists exactly what is included and what it works with.
Do I need to buy a whole foundation?
No. Each tool works on its own. If you already own an Optima foundation, the tools build directly on those templates.
Who are these for?
Solopreneurs, parent entrepreneurs, consultants, nonprofits and established small businesses that want systems, not more busywork.
Where should I start?
With the free Business Foundation Assessment. It shows which foundation to build first, so you only buy what you need.
Start with where your business is today.
Take the free assessment, see which foundation to build first, and add the AI tools when you are ready. — Saskia Munn, Business Operations Coach