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We work with you to accelerate your company’s growth to 7 & 8 figures with customized system optimization and process automation.


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Free up your time and maximize your business’s potential by optimizing and automating your processes.

What Our Customers Say

Join 60 happy customers worldwide who are already using our amazing services.

"Hiring Optimize IS was one of the single best decisions I've made in the 4 years my small business has been running. I had a good understanding of airtable, zapier and calendars but I had no clue the potential these systems had until I met Ben. I appreciated the level of care Ben took to truly understand the needs of my organization as well as think of more ways that we could leverage the systems to save my team and I time! I HIGHLY recommend this company! If you haven't hired them already you should! NOW! GO! NOW!"

Amber Pickett
Contract To Close & Listing Management

"Ben was absolutely fabulous to work with. I needed a way to manage design projects including tasks, orders, tracking, pricing, CRM, and vendors and he created an integrated Airtable base customized exactly how I needed. He was helpful and responsive and did Loom videos walking me through various processes too. Couldn't be happier with the service and the product!"

Sarah Walker
Nuance Interior Design

"I've been using Airtable more and more, both for work and household management, and wanted to automate some data but had no idea how. After spending hours watching videos and reading how-to discussions, I doubted this could be done. Before giving up I sought help from Ben of Optimize, and within a few minutes he had identified a way to pull the necessary data out of a long text and import it to three fields. He even helped tweak the formatting. Thank you Ben, for making your expertise available!"

Kelly Brask

Why this is the best service you can find?


Done-for-You Optimization

We improve all the processes using automation that doesn’t require coding. You can quickly make changes in minutes, not days, without hiring a programmer. With proper integration and automation, the team can work more efficiently with fewer errors and better productivity.

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Database Organization and Development

What good is a hot lead if you can’t find it? With our database development, you’ll have better data management, and your records won’t fall through the cracks. We review your current CRM system and databases for improvement and functionality.

Save Time and Increase Revenue

Inefficient workflows can reduce a company’s revenue by up to 30%. By automating workflow and processes, it helps to reduce costly errors while allowing the professionals on your team to focus on the high-priority, money-making tasks. Optimized workflow management systems provide higher quality data, enabling management to make better and more profitable decisions.

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1. Process Optimization

Every business has bottlenecks in one or more processes. We identify and open the blockages by optimizing each software in the process. To begin our program, we’ll have an audit call with you and your team to identify the issues in the various process flows. Then we’ll perform an in-depth analysis of the specific flaws, inefficiencies, and weak points of the processes. You will receive: ​- A flow diagram that compares a fully optimized process compared to your current one. - A detailed plan for your process from start to finish. - ​Recommended automation solutions using Zapier, Airtable, or other appropriate 3rd party integrations. We won’t recommend anything unless it fixes a problem, fills a need, or makes you more efficient and profitable. Once you approve of the solutions, we can begin immediate implementation based on usability testing and your specifications.

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2. Database Development

To provide you with optimal results, we have a four-step process for developing a database solution. Planning and Strategy - First, we have an audit call to map out a strategy centered on your specific requirements and goals ​Analysis of Your Systems - We’ll take a more in-depth look at how we can improve the data development Designing Your Database - This is a period of trial and testing to assess functionality and determine any modifications necessary to improve the system ​Implementation and Execution - We have specialists in multiple software who will integrate and build your systems. Once the database is fully functional, you can rely on us to handle any updates or to fix any technical glitches that may occur. You’ll have our full support.

3. Solopreneur Software Stack

If you need help building a 7-figure software stack, you have everything you need in the Solopreneur Software Stack course. With so many applications and software on the market, which ones are the right choice for you? To help assist business owners and entrepreneurs put all the separate systems together, we’ve designed a comprehensive training that covers all the software and strategies you may need. The software covered includes: 1. Information systems like Airtable 2. CRM tools like Hubspot 3. Email Marketing such as ActiveCampaign 4. Tax software like QuickBooks Once the database is fully functional, you can rely on us to handle any updates or to fix any technical glitches that may occur. You’ll have our full support.

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A growing company in the college recruiting industry, Sports Force, used VA’s to perform tedious and repetitive tasks. As a result, their workflow was labor-intensive and slow. Optimize IS introduced workflow automation, dropping the average time from 5 hours down to 30 minutes.

Reduced Labor Costs

Faster Access To Critical Data

Designed A New Interface

Reduced Human Error


Sportsforce Airtable Database Automation Case Study


Depending on your specific needs, we can engage various software systems to optimize your company’s operations, automate workflows, and organize data.

Reliable automation frees countless hours

​Streamlined workflows for better efficiency

Increase revenue by eliminating faulty and inefficient systems

​Solutions suitable for non-tech savvy users

​Done-for-you, customized optimization of all processes

​Easy to use automation with little or no coding required

What More Of Our Customers Say

"Ben is an awesome dude! He took time out of his day to help me work through the issues that were in front of me. He was kind and truly loves what he is doing. I’d recommend anyone that needs help scaling and setting up processes for their business!" - Aaron

Aaron Gaskill
Auto Shop Follow Up

"I am very satisfied with the work done with Ben. Together we have deepened the functioning and optimization of AirTable and we have developed an excellent CRM system integrated with Active Campaign and Integromat. I absolutely recommend it." - Rodolfo

Rodolfo de Mattei
RDM Media

"Ben helped me concerning an issue I faced with Airtable ! I was really surprised by the quick answer and the help provided. Plus, the youtube videos he made, really help me out ! Thanks again ! 🙏 " - Dorian

Dorian TOHOU
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More Testimonials

Bill Law - Dallas Janitorial Services Inc.

"Excellent" - Bill

Amber Schwartz - The Closing TC

Excellent experience with Ben and he’s very knowledgeable Ben help me set up a couple of tables in Airtable. He made it very simple to use and very simple to understand I loved working with him. He is very knowledgeable

Giving Palette

AMAZING. SAVED ME AND MY BUSINESS Ben is the greatest. I found him through Youtube tutorials and then worked with him for over a month. I learned so much about Airtable, it's amazing. I fell in love with the product, and now I'm probably going to be a user forever lol.

Max Bernstein - Muuser

Ben Green knows all! Ben is a fantastic coach. I've been working with him on a weekly basis for 9 months now and there hasn't been one problem he wasn't able to solve for me. He carries elite candor and professionalism throughout the entire process.

Justin Coit - Cooking with Coit

Ben has done a great job in taking a complex learning curve to a solid product. Ben is extremely detailed with his Airtable consulting work. He always strives for the simplest and most elegant solutions to the problem at hand. Ben’s work on my Airtable base has been invaluable to my business. I’m so happy that I met him and I will continue to work with him for years to come.

Jim Garner - Mineral Owner

Ben has done a great job in taking a complex learning curve to a solid product. Ben has worked with me to build an oil and gas property/revenue management system that is specific to the individual mineral owner. He has provided for the transition of data from a poorly functioning system to Airtable. He has done a great job of integrating a complex nomenclature to a fluid system. This has been an excellent experience. I look forward to working with him on the additional phases of this system.

Allie Whitney - Studio A Massage + Bodywork

Ben created an automation machine to run aspects of my business so I could focus on the more important things. Ben so thoroughly engaged himself in the details of my business so he could understand how to best help me create a database that would bring together all the various sources of information into one place, and make it appear in the way I needed. Between that and the automations he created, he has taken my small business to the next level by enabling me to focus more on the important things, cause now I've got the information I need when I need it and how I need it, and repetitive tasks are done for me with zero effort. I could not be happier with Ben and the product he has developed for me!

Molly Boutin - Ecovative Design

New database design, setup, and troubleshooting Ben helped me set up a new database to track complex samples, from initial understanding of relationships between variables, to designing autofilled forms, to troubleshooting automations and formulas. His help was invaluable to completing this project efficiently. His approaches to meeting scheduling, with slack availability/loom video support between sessions, made it such that I could schedule dedicated time and find support between official meetings as needed. I would recommend Ben to anyone that needed assistance with airtable database development and automation design.

Justin Watt - MetaLab

Great collaborator and extension of our team Ben took the time to truly understand our needs in Airtable and not only nailed the implementation but offered to show how it was assembled which empowers our team to build on the work he's done. Will definitely work with Ben again :)

Stuart Felkner - Creator Ink

Really Great! Ben has been great to work with. He's incredibly knowledgeable and has been able to help me a lot.

Kevin Mogavero - KRM Development

Ben takes the time to understand what you need and based on my experience, I'm not sure there is anything he couldn't build in Airtable! "Working with Ben is a 'giver' for sure! I've learned a ton from his Youtube Channel before I started working with him. When I started working with him, he was willing to just teach me how to do the things I needed to do for my specific situation, and then at times when it was just too much for me, he just went in and built it out for me! Working with Ben has been super easy and his impact was immediate. He has built many different things for us in Airtable, but the most important ones that I can point to were things that took us from Guessing to Reporting that allowed us to make data-driven decisions, that alone was worth the price of admission!"

The Optimize Philosophy

We strive to free up your time, improve your productivity, and increase revenue by implementing and optimizing your software and systems.

Have better control of your time and company’s growth

​Scale your business faster with software automation and systems optimization

​Have the confidence of knowing that all systems and integrations are in place

​Feel less overwhelmed with our full support from start to finish

​Benefit from having no bottlenecks in your business operations to slow you down

Our awesome features


*This list is not comprehensive & we add apps weekly.

Front End Communication Automation CRM Email Documents/Signatures Forms Finance Social Media eLearning Project Management Data Management
Front End
Social Media
Project Management
Data Management
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Optimize IS for Enterprise

Ongoing Support

As you grow, so do your systems. We will be there to adapt your systems to changes in your environment.


We believe that you want to scale your business, and not be burdened or held hostage by code. This makes it easy for you and your team to understand and update your system independently.

Architecture Development Method

You need your database structure and systems to be the best so that you can scale. We have our Method that was adapted from studying the latest in systems development at a top 10 business school & working with 100s of users.