Te Optimizo success stories

Health and Wellness

Nutrition and health consulting

Personalised nutrition and health advisory services.

The challenge

The business lacked integrated digital tools for internal management. Without an ERP or CRM, customer information was duplicated and sales follow-up was difficult. Most processes were also manual, causing operational bottlenecks and a lack of control over cash flow and financial KPIs.

The solution implemented

We implemented a tailored ERP and CRM to unify process and customer management. We also developed a detailed business plan with cash-flow monitoring and automated administrative tasks such as invoicing and appointment management.

Benefits and results

Freeing up the professional’s operational time enabled structured, controlled and sustainable growth. Professionalising business operations allowed the company to scale, substantially increasing revenue and improving the customer experience through automated support tools.

Industry and Manufacturing

Design and production of technical components

Solutions to improve operations, production and lead generation.

The challenge

The company’s growth was limited by excessive reliance on its CEO for administrative and management tasks. Workflow automation was minimal, digital tools were not integrated, and lead generation depended on external factors.

The solution implemented

We deployed an ERP with dedicated stock-control modules and automatic production orders triggered after a sale. An AI chatbot was implemented on the website to help prepare quotations, guide leads and schedule sales calls. All internal processes were also documented and mapped to make delegation easier.

Benefits and results

A dramatic reduction in the time management spent on low-value tasks. Greater operational efficiency through centralised data and real-time visibility into business KPIs.

Professional Services and Consulting

Law firm

Professionalising sales and invoicing processes.

The challenge

The client spent too much time preparing quotations manually in Word or Excel, leading to errors and an unprofessional impression. Contact information was duplicated across systems, and sales opportunities were lost because there was no organised follow-up process.

The solution implemented

We implemented a CRM as the single source of information for sales management. One-click quotation creation and automated email delivery were configured. Invoicing and accounting were also set up in the ERP to simplify the entire workflow, together with a KPI dashboard to monitor business performance.

Benefits and results

Immediate improvements in the sales cycle and the elimination of redundant administrative tasks. Better conversion rates thanks to structured sales-opportunity follow-up, considerably less time spent on administration, and clear, simplified control of business data.

Audiovisual Production and Events

Filming, editing and audiovisual project management

Sales and financial control for creative teams.

The challenge

Sales and operational information was scattered across emails and spreadsheets, resulting in slow, manual quotation processes. There was no visibility into actual business performance or the expenses associated with each project.

The solution implemented

We carried out a full ERP implementation with CRM, Sales and Expenses modules. Custom analytics dashboards were designed to show key sales activity and project profitability metrics in real time.

Benefits and results

All information was centralised, enabling decisions based on reliable data. The team’s administrative workload was reduced so they could focus on creative production and customer service.

Additive Manufacturing and Innovation

3D printing and technology solutions

AI-powered technical and sales lead qualification.

The challenge

The technical team handled a high volume of repetitive initial enquiries that took up specialists’ time. The company needed to qualify leads before preparing technical quotations and respond immediately to potential customers around the clock.

The solution implemented

We developed an AI-powered technical and sales assistant integrated with the ERP and channels such as WhatsApp. Trained on a technical knowledge base, the AI answers questions about materials and 3D-printing technologies, qualifies user interest and automatically records leads in the CRM.

Benefits and results

Instant, automated customer service that captures opportunities previously lost to slow responses. Automatic lead qualification ensures the sales team focuses on opportunities with strong conversion potential.

Tourism and Travel Consulting

Travel planning and content creation

Strategic business model design for organised growth.

The challenge

The business needed to transition from a model based on individual effort to a scalable structure. It lacked clearly defined internal processes and a business model strategy for improving the profitability of its personalised services.

The solution implemented

We provided comprehensive business model consulting, examining the value proposition, segmenting the market to identify the ideal customer and reviewing the pricing strategy to ensure financial viability. We also created a roadmap for future automation of lead generation and booking management.

Benefits and results

A clearer growth strategy for the brand and a scalable business structure that preserves personalised service quality while improving the commercial approach and the efficiency of service delivery.

Leisure and Attraction Sales

Sales management and 24/7 customer support

Automating enquiries and support during periods of peak demand.

The challenge

The business was losing potential customers because it could not respond immediately to enquiries, especially outside business hours or during peaks in demand. Manually answering frequently asked questions and handling simple issues took too much time, slowing the sales process and harming customer satisfaction.

The solution implemented

We developed and implemented an intelligent multichannel chatbot fully integrated into the website and WhatsApp. The assistant was configured to automate customer service, independently answer common questions, provide information about prices and opening hours, and resolve routine issues.

Benefits and results

Customer assistance available 24 hours a day, seven days a week, preventing lost leads caused by unanswered enquiries. Waiting times were dramatically reduced, users received immediate answers, and staff were freed from repetitive tasks to focus on strategic business operations.