BUSINESS GROWTH CONSULTING • SAN FRANCISCO • EST. 2002

WeArchitectGrowth

Optio turns business challenges into profitable growth through measurable strategy, hands-on execution, and integrated technologies.

AUDIENCE › SIGNAL › ACTION
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01 / MEASURABLE GROWTH AT SCALE

Flatten the Funnel - Intelligently.
Shorten the path to increased revenues.

We design, build, execute and manage omnichannel programs that connect awareness, engagement and conversion to profitable growth.

Business + Marketing + Technology operate as a growth eco system. We help companies define, develop and execute their growth eco systems that's designed to optimize performance and maximize results — at scale.

  1. 01Goals

    Define the business outcomes and measures of success.

  2. 02Investment

    Align budget, people and capabilities with the goals.

  3. 03Reach + Traffic

    Reach the right audiences and attract qualified visits.

  4. 04Engagement

    Build interest through relevant content and experiences.

  5. 05Conversion

    Turn intent into action with clear, useful next steps.

  6. 06Acquisition

    Win customers at a cost the business can sustain.

  7. 07Revenue

    Connect customer value and sales to revenue growth.

  8. 08Margin

    Protect profitability after acquisition and operating costs.

  9. 09Scale

    Expand what works, using evidence to guide the next investment.

02 / WHO WE HELP

Five Ways to Engage.
One connected model.

Start with who you are. The same Optio system adapts to the mandate, evidence and engagement model that matter to you.

VC-funded startups to Fortune 500 · B2B + B2C

Connect acquisition, conversion, retention and operations to profitable growth.

Likely need
Accountable investment and a growth system that can scale.
Relevant proof
Selected client experience organized by business problem and capability.
Best-fit engagement
Assessment, project execution or retained growth partnership.
Brands & Businesses

VC-funded startups to Fortune 500 · B2B + B2C

Connect acquisition, conversion, retention and operations to profitable growth.

Likely need
Accountable investment and a growth system that can scale.
Relevant proof
Selected client experience organized by business problem and capability.
Best-fit engagement
Assessment, project execution or retained growth partnership.
Agency Partners

White-label + private-label delivery

Extend strategy and execution without building every specialist capability in-house.

Likely need
Senior, discreet delivery across media, creative, technology, data and commerce.
Relevant proof
Documented agency partner experience and applicable capability work.
Best-fit engagement
White-label or private-label Optio delivery.
VCs & Portfolio Companies

Go-to-market + profitable portfolio growth

Apply Optio operating, growth, marketing, commerce and technology experience to portfolio-company mandates.

Likely need
Faster go-to-market, accountable growth and operating readiness for the next stage.
Relevant proof
Relevant client work, product development and principal operating experience.
Best-fit engagement
Portfolio assessment, growth sprint, retained or fractional support.
Holding Companies

Assessment · turnaround · transformation

Diagnose underperformance and align strategy, operating leadership and hands-on execution.

Likely need
A fact-based assessment and senior ownership of a defined transformation mandate.
Relevant proof
Applicable operating work, methodology and approved principal leadership experience.
Best-fit engagement
Assessment, turnaround, transformation or direct principal-led leadership.
Strategic Investors

Optio ventures + technology opportunities

Explore approved Optio product, venture and strategic-partnership opportunities.

Likely need
A clear view of the opportunity, operating thesis and partnership fit.
Relevant proof
Product and venture opportunities discussed directly with Optio.
Best-fit engagement
Venture development or strategic investment/partnership conversation.

03 / WHAT WE SOLVE

Start with the constraint.
Not the channel.

Find the opportunity that matters most. Connect the strategy, expertise and execution to act on it.

01

Make growth investment accountable

Connect budgets and channel decisions to acquisition, revenue, margin and scale.

Explore this path
02

Improve acquisition, conversion & retention

Find the constraint across audience, media, message, experience and lifecycle.

Explore this path
03

Establish profitable-scale economics

Model allowable acquisition cost, traffic, engagement, conversion, revenue and margin requirements.

Explore this path
01

Make growth investment accountable

Connect budgets and channel decisions to acquisition, revenue, margin and scale.

Explore this path
02

Improve acquisition, conversion & retention

Find the constraint across audience, media, message, experience and lifecycle.

Explore this path
03

Establish profitable-scale economics

Model allowable acquisition cost, traffic, engagement, conversion, revenue and margin requirements.

Explore this path
04

Modernize commerce & customer experience

Connect storefront, customer journey, technology and operations.

Explore this path
05

Accelerate portfolio go-to-market

Connect positioning, go-to-market planning and execution for the next stage of growth.

Explore this path
06

Diagnose & transform underperformance

Combine assessment, operating priorities and hands-on leadership.

Explore this path
07

Extend agency delivery

Add white-label strategy and execution across specialist disciplines.

Explore this path
08

Add principal-led operating leadership

Embed senior Optio guidance and execution around a defined mandate.

Explore this path
09

Build & commercialize innovation

Validate, build and commercialize products with connected business and technology expertise.

Explore this path

04 / HOW WE WORK

A growth architecture.
Built around the mandate.

Move from understanding to measurable improvement through one connected operating path.

Audit & Assess

Establish the fact base before prescribing action.

  • Audit & Assess
    Review goals, economics, people, processes, customer journeys, channels, technology, data and operating constraints.
01

Audit & Assess

Establish the fact base before prescribing action.

  • Audit & Assess
    Review goals, economics, people, processes, customer journeys, channels, technology, data and operating constraints.

05 / EXPERTISE

Expertise for
the mandate.

Nine connected disciplines. One partner to design, build, execute and manage the work.

Growth Strategy & Advisory

SPECIALIST DISCIPLINE

Growth Strategy & Advisory

Identify opportunities, sharpen positioning, and align business, marketing and technology for measurable growth.

Explore the Scope
  • Business and growth assessment, market positioning and go-to-market planning
  • Operating strategy, transformation and turnaround
  • Principal-led fractional or interim leadership
  • Product and venture validation, commercialization and strategic partnerships

Built around your business goals, with strategy and hands-on delivery in one engagement.

Audience Intelligence & Targeting

SPECIALIST DISCIPLINE

Audience Intelligence & Targeting

Reach high-value, in-market prospects through data, audience insights and lookalike modeling.

Explore the Scope
  • First-party and third-party data activation
  • Customer research, audience segmentation and high-value prospect identification
  • Lookalike modeling and cross-channel audience targeting
  • Audience testing and measurement across acquisition and retention

Built around your business goals, with strategy and hands-on delivery in one engagement.

Brand, Creative & Content

SPECIALIST DISCIPLINE

Creative Built to Perform.

Ideas still matter. AI gives great ideas more velocity. Brand strategy, messaging, video, motion and dynamic creative become a connected testing system.

OpenAIOpenAIAnthropicAnthropicGeminiGeminiMidjourneyMidjourneyDALL·EDALL·ENano BananaNano BananaAbacus ChatLLMAbacus ChatLLM
Explore the Scope
  • Brand strategy, positioning, identity and messaging
  • Campaign concepts, performance creative and dynamic content
  • Video, connected TV, motion design and production
  • PR, earned media and content programs

Built around your business goals, with strategy and hands-on delivery in one engagement.

Websites, Apps & Digital Experiences

SPECIALIST DISCIPLINE

When the Tool Does Not Exist, Build It.

AI-assisted engineering turns business problems into working sites, applications, analytics systems and internal tools.

GitHubGitHubJiraJiraBitbucketBitbucketAmazonAmazonShopifyShopifyWooCommerceWooCommerceAdobe CommerceAdobe Commerce
Explore the Scope
  • Customer journeys, UX, UI and conversion-focused design
  • Websites, customer-facing apps and internal tools
  • Information architecture, content and search optimization
  • Front-end and back-end development, integrations and ongoing management

Built around your business goals, with strategy and hands-on delivery in one engagement.

Ecommerce & Marketplaces

SPECIALIST DISCIPLINE

The Storefront Is Only the Visible Layer.

Connect customer experience with marketplaces, merchandising, inventory, fulfillment and financial operations—so growth holds together behind checkout.

AmazonAmazonTargetTargetWalmartWalmartShopifyShopifyWooCommerceWooCommerceAdobe CommerceAdobe CommerceHelium 10Helium 10MiraklMirakl
Explore the Scope
  • DTC storefronts and marketplace strategy
  • Merchandising, customer journeys and checkout optimization
  • Inventory, fulfillment and backend operations integration
  • Retail media, marketplace advertising and commerce performance management

Built around your business goals, with strategy and hands-on delivery in one engagement.

Media & Demand Generation

SPECIALIST DISCIPLINE

Media & Demand Generation

Integrate media strategy, planning, buying and optimization to acquire customers and generate demand.

Explore the Scope
  • Omnichannel strategy across search, social, video, connected TV, mobile, retail media and PR
  • Advertising on AI platforms and emerging discovery channels
  • Media planning, buying, campaign execution and ongoing management
  • Acquisition economics, lead generation, ROAS, TACoS and profitable scaling

Built around your business goals, with strategy and hands-on delivery in one engagement.

Customer Engagement & Retention

SPECIALIST DISCIPLINE

Customer Engagement & Retention

Connect CRM, email, lifecycle marketing and personalization to strengthen loyalty and customer lifetime value.

Explore the Scope
  • CRM strategy, integration and customer segmentation
  • Email and lifecycle programs from onboarding to repeat purchase
  • Personalization, cross-sell, retention and reactivation
  • Customer value measurement and continuous testing

Built around your business goals, with strategy and hands-on delivery in one engagement.

AI, Automation & Technology Integration

SPECIALIST DISCIPLINE

Intelligence That Improves Execution.

Connect business, sales and campaign data to better decisions, adaptive optimization and practical automation.

OpenAIOpenAIAnthropicAnthropicAbacus.AIAbacus.AIGeminiGeminiOpenClaw
Explore the Scope
  • Business intelligence, financial analysis, forecasting and decision support
  • Marketing, media and commerce analysis and workflow automation
  • Conversational experiences, reporting, orchestration and system integration
  • Multi-model review, source-grounded validation and human governance

Built around your business goals, with strategy and hands-on delivery in one engagement.

Analytics & Performance Optimization

SPECIALIST DISCIPLINE

Connect Activity to Business Outcomes.

Attribution, customer-journey analysis and business intelligence built around profitability—not vanity metrics.

GA4GA4Google AdsGoogle AdsSearch ConsoleSearch ConsoleHelium 10Helium 10Google Tag ManagerGoogle Tag Manager

EXECUTIVE SUMMARY

Performance Pulse

WEEKMONTHQUARTERYEAR
GOOGLE ADS$3.5K69% OF BUDGET
FACEBOOK ADS$4.5K↑ 14.3%
INSTAGRAM ADS$1.3K↑ 21.8%
ORGANIC REVENUE$82K↑ 16.4%
CTV ROAS4.2×↑ 12.1%
AFFILIATE REVENUE$38K↑ 9.7%
EMAIL REVENUE$64K↑ 18.8%
PAID VS ORGANIC58 / 42CHANNEL MIX
MOM REVENUE+18.6%$186K TOTAL
SESSIONS26.9K↑ 11.4%
CONVERSIONS543↑ 17.6%
BLENDED CPC$0.77↓ 9.4%
Blended performanceMedia + commerce + margin
CHANNEL EFFICIENCY
Search5.4×
Retail media4.6×
Social3.8×
CTV + video2.9×
Earned media+31%

Illustrative interface · actual dashboards are configured around each client's data, economics and reporting needs.

Explore the Scope
  • Measurement planning, reporting and business intelligence
  • Attribution, customer journeys and cross-channel effects
  • Conversion testing, experimentation and performance diagnosis
  • Forecasting and optimization against revenue, acquisition cost and margin

Built around your business goals, with strategy and hands-on delivery in one engagement.

06 / WAYS TO ENGAGE

The right structure
for the work.

Engagement follows the mandate—not a preset package.

07 / BUILT IN THE REAL WORLD

Selected experience.
Strategy put to work.

Explore past client work, agency partnerships and principal leadership across business, marketing and technology.

SELECTED CLIENT EXPERIENCE

Read all client project details

Euroflex

Senior embedded operating leadership combining strategy with hands-on execution.

Charlotte’s Web

Senior embedded operating leadership across connected commerce, marketing and digital execution.

Intuit QuickBooks

B2B demand generation and customer acquisition strategy and execution for QuickBooks Enterprise and POS divisions, plus development for the customer data center operations group. Display advertising, paid search, campaign management and programmatic media buying; ad creative strategy, design and development; web UX/UI and content strategy; custom front- and back-end customer databases, web and application development, and ongoing maintenance.

Manta

B2B consumer-portal product strategy and execution; UX/UI, information architecture and content strategy; customer acquisition, front- and back-end development, DevOps, maintenance and SEO. Branded landing-page and microsite design and development, including Ford and Bank of America.

Ford

B2B online influencer campaigns and lead generation, branded content, microsites and landing pages; art direction, creative strategy, front-end development and CMS integration.

Bank of America

Branded landing-page and microsite design and development through Manta.

20th Television

Display-media strategy, execution planning and buying; campaign management, reporting, analytics and post-campaign market research; ad creative design and development, including dynamic creative with real-time guest information and promotional content.

comScore

B2C customer acquisition programs; display-media planning and buying, ad operations, customer acquisition and landing-page optimization; ad creative strategy, design and development.

Countrywide

Now Bank of America. Display advertising and paid-search strategy and execution; competitive analysis, media planning and buying, campaign management, landing-page design and development; ad creative strategy and development, including dynamic content; reporting and analytics. Served four divisions: corporate financial, bank, home loans and credit.

NinthDecimal

Now InMarket. Web marketing and customer acquisition consulting; UX/UI design, information architecture and content strategy; web and application development, DevOps and maintenance; SEO consulting, CRM and marketing automation management.

Dynamic Signal

Now FirstUp. Customer acquisition strategy consulting; SEO, social media, content strategy and website UX/UI; competitive analysis and demand-generation program audits; customer acquisition strategy and execution-plan development.

Slingbox

B2B online influencer campaigns and lead generation, branded content, microsites and landing pages; art direction, creative strategy, front-end development and CMS integration.

07 / HOW WE USE AI

Human judgment.
Amplified intelligence.

Connect business data, sales performance and channel signals to systems that improve profitable growth.

Business + Sales

Model economics, spot performance shifts and evaluate the next growth decision.

Media + Marketplaces

Connect channel analytics to bidding, audience and conversion improvements.

Creative + Engineering

Develop concepts, produce variants and build tools with faster expert-led iteration.

PERFORMANCE PULSE

Business performance at your fingertips.

Executive business performance data, on demand and on the go. Mobile-ready reporting gives middle and senior management a current view of media, commerce, revenue and margin—without waiting for separate channel reports.

A current view of media, commerce, revenue and margin—at your fingertips and on the go.

SignalsInsightsExpert DecisionsMeasured ResultsResults inform the next cycle
Explore How We Use AI

Multiple models. Independent perspectives. Human accountability.

  1. 01

    Analyze

    Multiple leading models examine the client’s actual business data, economics, customers, performance and constraints.

  2. 02

    Challenge

    Independent model reviews test assumptions, surface omissions and identify conflicting interpretations.

  3. 03

    Verify

    Findings are reconciled against source material, trusted evidence and real-world business context.

  4. 04

    Act + learn

    Experts approve the execution plan within agreed guardrails; measured results guide the next optimization cycle.

Guardrails are designed into the work: agreed data access, explicit objectives, bounded actions and evidence checks. Human specialists approve execution and remain accountable for outcomes.

OpenAIOpenAIAnthropicAnthropicAbacus.AIAbacus.AIGeminiGeminiOpenClaw

08 / WHY OPTIO

A Generative Growth
Consultancy.

Established in 2002, Optio Interactive is a business, marketing & technology consultancy. For over two decades, we’ve helped clients build on what works, fix what doesn’t and uncover opportunities to scale profitably.

01

Build on what works.

Protect the assets, economics and operating strengths already creating value.

02

Fix what doesn’t.

Diagnose constraints across business, marketing, technology and operations.

03

Create what’s missing.

Build the strategy, media, creative, experience, commerce, data or tools required.

04

Connect it all.

Operate the pieces as one measurable growth system and apply AI where it materially improves insight, execution or scale.

AI THAT GOES BEYOND CONTENT GENERATION

From business and financial scenario analysis to marketplace advertising optimization, Optio uses AI to uncover opportunities, model decisions, recommend actions and continuously improve execution—with humans accountable for consequential decisions.

Consultants advise. Agencies execute. Optio does both.

09 / ABOUT US

Senior people.
Hands-on expertise.

Meet the specialists behind the work.

Meet the team. Tap a portrait or name to read their story.

Read all team biographies

Eric Duong

Eric brings over 25 years of experience across publishing, software sales, marketing, professional services, digital advertising and ad technology development. He founded Optio Interactive in 2002, combining performance-driven customer acquisition programs and consulting for B2B and B2C clients—from VC-funded startups to Fortune 500 companies.

Before Optio, Eric was a founding member of Flycast Communications, the first direct-response online ad network. He helped architect its pioneering digital media optimization platform, an early query-based display-ad targeting system and an early audience profiling and targeting system.

Eric also established Flycast’s interactive media consulting organization across North America, Europe and Australia. The team managed hundreds of advertisers and more than $100 million in annual media budgets, earning a #1 media-services ranking among online media industry professionals. CMGI acquired Flycast for $2 billion in 2000.

Outside work, Eric coaches youth sports, plays drums—a passion spanning multiple bands—and raises two teens with his family, their dog Quinny and cat Darwin.

Eric Duong on LinkedIn

Peter Hulst

With over 25 years of engineering experience, Peter is a technology executive and full-stack developer who has worked with enterprise companies and emerging startups in complex, demanding technical environments. His experience includes hands on management work at cryptocurrency and blockchain company Ripple and various engineering management roles. Most recently serving as the VP of Engineering & IT at Charlotte’s Web.

Peter Hulst on LinkedIn

Oliver Watson

Oliver brings over 22 years of business experience spanning information systems consulting, digital-advertising product management, business development and video production. A lifelong media creator, he turned that passion into a business producing promotional, corporate-identity and educational videos across industries.

For nearly a decade, Oliver has helped organizations define communication objectives, develop compelling narratives and manage production plans and budgets. His end-to-end capabilities include directing, scripting, motion graphics, visual effects, 3D animation, live-action recording and interviewing.

Working closely with corporate leaders, he delivers brand-elevating, studio-caliber video with minimal disruption to daily business. Oliver holds a BA in Philosophy (1994) and a BS in Information Systems (1998) from St. Francis Xavier University in Nova Scotia, Canada.

Oliver Watson on LinkedIn

Jennifer Spoerri

Jennifer leads public relations and media communications with 25+ years of experience across consumer, business and technology markets. Her work combines strategic communications, brand development, social media, events and project management, using both traditional media tactics and emerging tools.

She works with startups, established brands and emerging technologies spanning autonomous driving, augmented reality, AI, cloud computing, enterprise technology and quantum computing. Her AI experience includes Pano AI, which develops early wildfire-detection systems.

Clients have included Match.com, ChargePoint, Coolpad, Alcatel, Yahoo Small Business, Shopular, Mitsubishi, Velodyne, Total Immersion, Honor, Meta, HireVue, PositivEnergy, Starbucks’ Evolution Fresh, Papa John’s Pizza, Nesquik and The Marcus Buckingham Company.

Jennifer has secured top-tier coverage with The New York Times, The Wall Street Journal, Bloomberg Businessweek, Fast Company, Associated Press, Reuters, CNN, The Oprah Winfrey Show, Today, Good Morning America, FOX News, The NewsHour with Jim Lehrer, Fresh Air with Terry Gross, NPR’s All Things Considered, TechCrunch, Mashable and Wired.

Jennifer Spoerri on LinkedIn

Tom Usher

Tom is a creative partner with two decades of experience building brands and corporate communications for technology, creative, interactive entertainment and consumer-product companies. His specialties span brand identity and guidelines, website and app design, digital advertising, presentations, packaging, print collateral, trade-show graphics and retail displays.

He connects strategy, design and technology across digital and physical experiences—from multidisciplinary campaigns to focused, quick-turn projects. His portfolio includes integrated partner marketing for ePlus and Cisco, brand development for Gundlach Bundschu Winery, and identity and digital work for technology startup Pensando.

Tom Usher on LinkedIn

10 / START A CONVERSATION

What should growth
do next?

Tell us the mandate. We’ll route the conversation to the right starting point.

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