Run · Corevia Optimize

Take on more clients.
Without hiring more people.

We find the repetitive work slowing your team down and hand it to AI. Onboarding, reporting and admin run themselves, so your people do billable work and every new client adds profit.

Every new client adds profit, not overhead.

app.corevia.agency / Halden Group / OptimizeLive
  • New client: FenwickOnboarding completeKickoff Mon
  • Monthly reports14 sentToday
  • SOW: Ardent LabsDraftedFor review
  • Overdue invoices3 chased1 paid
The problem

Why this matters.

Onboarding by hand

Every new client means the same twenty manual steps.

Reports eat Fridays

Senior people spend hours copying numbers into slides.

Admin grows with revenue

More clients means more hires, and margins stay flat.

How it works

Three steps.
Run for you.

01

Find

We map where the hours go and score each process by time, frequency and risk.

02

Build

We automate the highest scoring work inside the tools you already use.

03

Run

We watch every workflow, fix what slows down and add the next one.

What you get

Everything included.

Built on Corevia Core, controlled in Corevia Command, reported every Monday.

  • Client onboarding that runs itself
  • Reports that build and send themselves
  • CRM kept in sync automatically
  • Drafts for proposals, SOWs and docs
  • Invoice chasing and billing
  • Hours saved, reported weekly
Questions

Good to know.

Do we need to change tools?

No. We build on the CRM, inbox and tools you already use.

How is it priced?

Fixed monthly fee, agreed on your Growth Assessment call. No surprises.

More business in.
More profit kept.

Qualified meetings in your calendar, billed only when they happen. And the systems to keep the margin on every client you win.