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Our firm works with a select group of clients interested in creating a sustainable competitive advantage and committed to performance improvement. We work best with companies who are driven and goal oriented, and wish to leverage strategic planning to enable long term growth.
Our firm supports selling organizations so that they can:
- Redefine their relationships with customers
- Integrate their sales and marketing effort
- Gather market intelligence about their industry and positioning
- Reframe their value proposition
- Convene customer panels to gain insight on evolving customer needs
Our firm has a core competency in client satisfaction. We have the capabilities to conduct either live phone interviews or electronic surveys to gather customer feedback and preferences and to provide predictive scoring on customer loyalty. Many of our clients do this work as preparation in completing a strategic plan.
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Partial list of Optimize Inc. clients include:
Adams Wine Group - Wine Clubs & Distribution
Account Control Technology - Financial Services, Inc. 5000
The Affinity Group - Leisure & Travel
Alexander Babbage - Marketing
Atlas Medical - Healthcare, Software
Baker Brands Communications - Brand Identity
California Institute of Technology (Cal Tech) - University
Camp Bow Wow – Retail
CB Richard Ellis - Real Estate, Fortune 500
Cuesta Community College - College
Damitz, Brooks, Nightingale, Turner and Morrisset - CPA’s
DLC - Financial Services, Inc. 500 Fastest Growing Companies
Dotta Foods - Consumer Packaged Goods
DPS Telecom – Telecom
Dynamic Risk Assessment - Risk Management
Efinancial - Financial Services, Inc. 5000
Fidelity Life - Insurance
Film LA - Entertainment - Non Profit
Floyd, Skeren, & Kelly LLP - Professional Services
Girard's Salad Dressings - Food Service
Gothic Landscape - Landscaping
Hardin Optical - Optic Technology
Hedman & Associates - Certified Public Accountants
I-Dent Group - Oil & Gas Marketing
Jr. Achievement - Non Profit
John Hancock Insurance Company - Insurance, Fortune 500
Kennecott Energy - Energy
Knight & Carver Marine - Yacht Production
Knight & Carver Wind - Wind Energy
Kravitz & Associates - Retirement Plan Design
Megatrax - Entertainment
LA Fireman's Relief Association - Non Profit
Online Administrators - Software
People's Care - Healthcare, Inc. 5000
PKF North America - Trade Association
Policy Works - Software
Poole & Shaffery - Attorneys at Law
The Regan Group - Advertising Agency
Rio Tinto - Energy, Fortune 500
Rio Tinto Minerals, Fortune 500
R.W. Smith - Hospitality
Southern California Graphics - Graphics & Printing
Streamline Designs/Old Guys Rule - Apparel
Superior Industries International (NYSE)- Automotive
UTAK Labs - Health Care
Wesco Aircraft - Aerospace
Awards and Affiliations
Board of Advisors - Account Control Technology, Chair
Board of Directors - Single Mother's Outreach
Member - Association for Strategic Planning
Member - Vistage International
Member - SCV Chamber of Commerce
Loyola Marymount Entrepreneurial Excellence Award, 2003
William S. Hart School District-Outstanding Business Partner, 2004
Special Commendation-County Supervisor Michael Antonovich, 2004
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