Getting Started with OptimaliQ
Your complete guide to setting up and maximizing OptimaliQ for your consulting practice.
Welcome to OptimaliQ
OptimaliQ is your AI-powered consulting operating system, designed to help you serve more clients with higher quality insights while working fewer hours. This guide will walk you through everything you need to know to get started.
🎯 What You'll Learn
- • How to set up your consultant profile and agency
- • Creating and managing client organizations
- • Running your first Enzo discovery session
- • Understanding scores and insights
- • Best practices for maximum efficiency
Step 1: Account Setup
Complete Your Profile
- 1. Personal Information: Add your name, email, and phone number in Settings
- 2. Professional Details: Specify your consulting focus areas and experience level
- 3. Agency Setup: Create or join an agency for team collaboration features
- 4. Billing: Set up your payment method for usage-based billing
💡 Pro Tip
Take time to complete your profile thoroughly. This information helps OptimaliQ provide better insights and recommendations tailored to your consulting style.
Step 2: Add Your First Client
Creating a Client Organization
- 1. Navigate to Organizations: Click "Organizations" in your dashboard
- 2. Add New Organization: Click the "+" button to create a new client
- 3. Basic Information: Enter company name, industry, and size
- 4. Contact Details: Add primary contact information
- 5. Engagement Details: Specify project type and timeline
✅ Best Practices
- • Use the client's official company name
- • Select the most accurate industry category
- • Include multiple contact methods
- • Set realistic engagement timelines
❌ Common Mistakes
- • Using abbreviated company names
- • Selecting generic industry categories
- • Missing contact information
- • Unrealistic timeline expectations
Step 3: Run Your First Enzo Session
Launching Enzo Discovery
- 1. Select Organization: Choose your client from the dashboard
- 2. Choose Enzo Type: Select the most appropriate discovery type
- 3. Generate Session Link: Click "Launch Enzo Discovery"
- 4. Share with Client: Send the link via email or messaging
- 5. Monitor Progress: Watch the session unfold in real-time
⏱️ Timeline Expectations
15-20 minutes
10-15 minutes
30-45 minutes
Step 4: Understanding Your Results
📊 Maturity Scores
Each client receives scores (1-5) across key domains:
- • Strategy: Business planning & vision
- • Process: Operations & workflows
- • Technology: Systems & tools
🎯 Coverage Analysis
See which topics were thoroughly covered:
- • Complete: Well-covered areas
- • Partial: Needs follow-up
- • Missing: Critical gaps
💡 Key Insights
AI-generated insights highlight:
- • Strengths: What's working well
- • Opportunities: Improvement areas
- • Risks: Potential challenges
📈 How to Use These Insights
- • Prioritize low-scoring areas
- • Build on existing strengths
- • Address critical gaps first
- • Start with positive findings
- • Explain score implications
- • Focus on actionable improvements
Step 5: Follow-up and Action
Post-Session Workflow
Review Results (15 min)
Read the complete transcript, check scores, and identify key insights
Prepare Follow-up (30 min)
Create recommendations, identify questions, and plan next steps
Client Debrief (45 min)
Discuss findings, clarify gaps, and present your recommendations
🎯 Pro Tips for Follow-up
- • Lead with insights: Start by sharing the most valuable findings
- • Explain scores: Help clients understand what the numbers mean
- • Focus on gaps: Address areas that need clarification or deeper exploration
- • Provide context: Compare scores to industry benchmarks when possible
- • Create urgency: Highlight critical issues that need immediate attention
Step 6: Scaling Your Practice
📈 Efficiency Gains
- • Time Savings: 75% reduction in discovery time
- • Quality Improvement: More comprehensive insights
- • Client Satisfaction: Faster, more thorough assessments
- • Capacity Increase: Serve 3-4x more clients
🔄 Continuous Improvement
- • Track Progress: Run follow-up sessions to measure improvement
- • Build Benchmarks: Compare clients across your portfolio
- • Refine Templates: Create custom Enzo types for your specialties
- • Learn Patterns: Identify common challenges across clients
🎯 Advanced Features
- • Custom Templates: Build specialized discovery frameworks
- • Predictive Analytics: Anticipate client challenges
- • Benchmark Intelligence: Industry comparison data
- • Voice Integration: Convert calls into structured insights
🤝 Team Collaboration
- • Agency Features: Share insights across team members
- • White-labeling: Brand OptimaliQ as your own tool
- • Client Portals: Let clients access their own dashboards
- • Reporting: Generate professional client reports
Common Issues & Solutions
❓ Client Can't Access Session
Possible causes:
- • Link expired (sessions expire after 7 days)
- • Browser compatibility issues
- • Corporate firewall blocking access
Solution: Generate a new session link and try a different browser or network.
❓ Low Coverage Scores
Possible causes:
- • Client provided brief responses
- • Session was interrupted or rushed
- • Wrong Enzo type was selected
Solution: Schedule a follow-up session focusing on the gaps, or conduct additional discovery manually.
❓ Unexpected Scores
Possible causes:
- • Client overestimated their capabilities
- • Inconsistent responses throughout session
- • Industry-specific factors not captured
Solution: Review the transcript for inconsistencies and follow up with clarifying questions.
Ready to Transform Your Practice?
You now have everything you need to get started with OptimaliQ. Remember, the key to success is consistency and continuous improvement. Start with one client, master the process, then scale.