FAQ & how it works

Straight answers about how Otimiz actually works

Everything in one place: what we do, how the engagement runs, which tools we use, how we measure ROI, and what happens after we hand it over. No fluff, no false promises. If your question is not here, book a free audit and ask it directly.

5.0 from clients on Upwork
🤖The basics

What does Otimiz do?

Otimiz is an AI automation agency that takes repetitive work off your team. We build AI agents and chatbots, lead intake and qualification flows, WhatsApp and email automation, CRM setup and sync, data pipelines, and AI report generation, then wire them into the tools you already use.

The approach is consistent across every build: we default to n8n for orchestration, let the AI do what it is good at (reading messy language, extracting, drafting), and keep the decisions that matter on deterministic logic. Otimiz is run by Bastien Daumas near Nice, working with B2B clients worldwide. More on the founder and the principles on the About page.

⚙️How we work

Foundation first, then build, in phases

A clear, phased engagement so you see value early instead of waiting months for a big-bang launch. Most first builds go live in 7 to 14 days.

1

Free audit

We map where your team loses hours and pick the one thing worth automating first. You leave with a clear plan and defined scope, no obligation.

2

Phased scope

We carve the work into phases, foundation first. You approve the scope and the saving we are aiming for before any building starts.

3

Build & go live

We build the first version and ship it. Most first builds go live in 7 to 14 days, then the rest rolls out in phases so value lands early.

4

Handover & support

We document everything and train your team. Config-driven builds mean you can change the logic without code, and we stay available for new phases.

Common questions

Everything else you might ask

Front-loaded answers to the questions we get most. Still stuck? Book a free audit and ask.

Otimiz is an AI automation agency. We build systems that take repetitive work off your team: AI agents and chatbots, lead intake and qualification, WhatsApp and email automation, CRM setup and sync, data pipelines, and AI report generation. We default to n8n for orchestration, let AI extract and draft, and keep the decisions that matter on deterministic logic. Run by Bastien Daumas near Nice, working with B2B clients worldwide.

It starts with a free audit where we map where your team loses hours and what to automate first. Then we scope in phases: foundation first, then build. We agree the scope, we build the first version, and most first builds go live in 7 to 14 days. After that we roll out the rest in phases, document everything, and hand it over with training so the system is yours to run.

We default to n8n. It has no execution timeouts, a flat self-hosted cost instead of per-task pricing, native parallelization, and visual debugging, which matters when a workflow handles real volume. We still use Make or Zapier when a client already runs on them or a quick integration calls for it. For the full breakdown, read our guide on n8n vs Make vs Zapier.

We work with B2B companies and agencies across financial services, real estate, e-commerce, legal, hospitality, and recruitment. The work translates well across sectors because the underlying problems are the same: repetitive manual steps, leads that go cold, inboxes that pile up, and data scattered across tools. If your team repeats the same steps every week, it is probably a fit. Recruitment teams can see our dedicated page.

Yes, we work fully remotely with B2B clients worldwide. Otimiz is run by Bastien Daumas from the south of France, near Nice. Audits, builds, handover, and training all happen over call and screen-share, so your location is not a constraint.

We wire into the tools you already run on. CRMs like HubSpot, GoHighLevel, Pipedrive, and Monday. Messaging like WhatsApp via Twilio, Slack, Gmail, and Outlook. Data and storage like Airtable, Google Sheets, BigQuery, and Notion. Plus Apify for scraping and enrichment and Looker Studio for reporting, with Claude, GPT, or Gemini picked per job. If a tool has an API, we can usually connect it. See CRM Automation and Data Pipelines for examples.

We measure ROI in money and hours saved per week: customer-support roles you do not have to add, manual reporting time recovered, and leads caught instead of lost. Every build is framed against a concrete saving before we start, and if we cannot point to one, we will tell you it is not worth building. We measure against your baseline so the saving is real, not theoretical.

We document what we build and walk your team through it, so the system is yours to run and adjust. Many builds are config-driven, so you can change templates and logic without touching code. We hand over clear documentation and a walkthrough, and we are available for ongoing support, changes, and new phases when you want them.

We build production-ready systems, not throwaway demos, and we are honest about limits up front. We will tell you when automation is not the answer, or when a phase should wait. Because we scope in phases and define the target saving before building, you see something working early and can judge it against a real outcome rather than a promise. We hold a 5.0 rating from clients on Upwork.

Fair question. The build does not live in my head, it lives in your account. Everything is documented and handed over, so you are never locked to one person. The system runs on its own and keeps running if I am away, your team can adjust config-driven logic without code, and the documentation means another developer could pick it up if they ever needed to. You own the system, not a dependency on me.

📬Still have a question?

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