WeArchitectGrowth
Optio turns business challenges into profitable growth through measurable strategy, hands-on execution, and integrated technologies.
AUDIENCE › SIGNAL › ACTION
Scroll to explore
01 / MEASURABLE GROWTH AT SCALE
Flatten the Funnel - Intelligently.
Shorten the path to purchase.
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 establish goals, budgets, allowable acquisition costs, required traffic and engagement, conversion-rate requirements, revenue economics and margin thresholds before deciding whether—and how—an opportunity can scale.
01Goals
Define the business outcomes and measures of success.
02Investment
Align budget, people and capabilities with the goals.
03Reach + Traffic
Reach the right audiences and attract qualified visits.
04Engagement
Build interest through relevant content and experiences.
05Conversion
Turn intent into action with clear, useful next steps.
06Acquisition
Win customers at a cost the business can sustain.
07Revenue
Connect customer value and sales to revenue growth.
08Margin
Protect profitability after acquisition and operating costs.
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.
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.
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.
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.
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 path02
Improve acquisition, conversion & retention
Find the constraint across audience, media, message, experience and lifecycle.
Explore this path03
Establish profitable-scale economics
Model allowable acquisition cost, traffic, engagement, conversion, revenue and margin requirements.
Explore this path04 / 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.
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.
OpenAI
Anthropic
GeminiExplore 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.
GitHub
Jira
BitbucketExplore 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.
Amazon
Target
Walmart
Shopify
WooCommerceAdobe Commerce
Helium 10
PacvueExplore 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.
OpenAIAnthropic
Perplexity
Abacus.AIGeminiOpenClawExplore 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.
GA4
Google Ads
Search ConsoleHelium 10PERFORMANCE COMMAND CENTER
Executive growth summary
WEEKMONTHQUARTERYEAR
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.
01Strategy & AssessmentWhen the mandate needs a fact base and clear priorities.
Audit the business, customer journey, organization, marketing, commerce, technology and economics before prescribing action.
Explore this area
- Leadership and stakeholder interviews
- Goals, budgets, KPIs and acquisition economics
- Customer journeys, UX, merchandising and conversion
- Marketing, media, martech, analytics and attribution
- Platforms, integrations, operations and resource readiness
02Project ExecutionWhen a defined initiative needs strategy and delivery.
Optio architects, builds and launches a scoped media, creative, experience, commerce, data or technology mandate.
Explore this area
- Execution roadmap, owners and dependencies
- Creative, content, media and experience production
- Platform, application and integration delivery
- Launch management, measurement and optimization
03Retained Growth PartnershipWhen continuous cross-discipline ownership matters.
Ongoing strategy, execution, management, measurement and optimization around accountable business outcomes.
Explore this area
- Integrated growth planning and prioritization
- Continuous channel and customer-path management
- Business intelligence and performance reviews
- Ongoing test, learn, optimize and scale cycles
04White/Private-Label DeliveryWhen an agency needs discreet specialist depth.
Optio extends agency delivery under an agreed client, brand and operating model.
Explore this area
- Behind-the-scenes strategy and specialist execution
- Media, creative, commerce, technology and analytics
- Defined responsibilities and client communication model
- Flexible delivery without building permanent overhead
05Fractional & Interim LeadershipWhen a defined mandate needs senior operating ownership.
Direct, principal-led Optio consulting: embedded executive guidance and hands-on execution—not staffing, recruitment or access to a talent pool.
Explore this area
- Executive ownership of a defined business mandate
- Marketing, ecommerce, technology and data alignment
- Team, partner, budget and resource leadership
- Transformation roadmap and operating accountability
06Turnaround & TransformationWhen performance or operating alignment has broken down.
Assessment, priorities, leadership and execution organized around a defined transformation.
Explore this area
- Root-cause and asset-versus-liability assessment
- Near-term corrections and long-term roadmap
- Platform, process, team and partner decisions
- Performance recovery and change leadership
07Venture DevelopmentWhen an approved opportunity needs product and commercialization leadership.
Structured validation, creation and market development using evidence approved for the opportunity.
Explore this area
- Opportunity and market validation
- Business model, product and experience definition
- Go-to-market and commercialization planning
- Build, launch, measurement and iteration
08Strategic Investment/PartnershipWhen interests align around an approved Optio venture or technology.
A direct conversation about fit, evidence, structure and next diligence steps.
Explore this area
- Strategic fit and shared value
- Evidence, economics and risk review
- Operating roles and partnership structure
- Diligence path and decision criteria
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
Agency Partner · B2C
TBWA\Chiat\Day
Digital display-ad creative design and development, art direction, motion graphics and animation, Flash development and production, and functional requirements development.
Agency Partner · B2C
Fluid
Online demand-generation and customer-acquisition consulting for key clients, including marketing-technology reviews and audits, campaign analysis and audits, and ad-creative performance reviews.
Agency Partner · B2C
Active Ingredients
Digital marketing strategy and execution consulting, demand generation and customer acquisition programs, media planning and buying, paid search and ad-copy development.
Agency Partner · B2C
Hub Strategy & Communications
Online demand generation and customer acquisition strategy and execution; display-media strategy, planning and buying; campaign management, reporting and analytics, ad operations, and front- and back-end web development.
Agency Partner · B2C
KSL Media
Digital media planning and buying, demand-generation and customer-acquisition consulting, ad creative development and ad operations.
Agency Partner · B2B + B2C
Red Bricks Media
Digital marketing and product-strategy consulting, demand generation and customer acquisition; marketing-technology reviews and audits, campaign analysis, ad-creative performance reviews, product-support and sales-funnel audits, and CRM and marketing-automation review.
PRINCIPAL LEADERSHIP EXPERIENCE
Euroflex
Senior embedded operating leadership spanning growth, marketing, ecommerce and technology.
PRINCIPAL LEADERSHIP EXPERIENCE
Charlotte’s Web
Senior embedded operating leadership combining strategy with hands-on ecommerce, marketing and digital execution.
Principal Advisor Experience
Adify
Advised on business and product strategy, staff and manager recruitment and assisted with VC fundraising. Adify sold for $300M to Cox Enterprises.
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.
9:41● ● ●
EXECUTIVE SUMMARY
Performance pulse
All channels · Updated todayREVENUE$2.84M↑ 18.6% MoM
MoM+18.6%QoQ+31.2%YoY+47.9%
ROAS4.8×↑ 22%TACoS12.4%↓ 18%CVR4.1%↑ 14%CPA$42↓ 21%
PERFORMANCE IN YOUR POCKET
One view for every decision.
Mobile-ready reporting gives middle and senior management a current view of media, commerce, revenue and margin—without waiting for separate channel reports.
SignalsInsightsExpert DecisionsMeasured ResultsResults inform the next cycle
Explore How We Use AI
Multiple models. Independent perspectives. Human accountability.
- 01
Analyze
Multiple leading models examine the client’s actual business data, economics, customers, performance and constraints.
- 02
Challenge
Independent model reviews test assumptions, surface omissions and identify conflicting interpretations.
- 03
Verify
Findings are reconciled against source material, trusted evidence and real-world business context.
- 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.
OpenAIAnthropicPerplexityAbacus.AIGeminiOpenClaw08 / 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.
Build on what works.
Protect the assets, economics and operating strengths already creating value.
Fix what doesn’t.
Diagnose constraints across business, marketing, technology and operations.
Create what’s missing.
Build the strategy, media, creative, experience, commerce, data or tools required.
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 LinkedInPeter 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 LinkedInOliver 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 LinkedInJennifer 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 LinkedInTom 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 LinkedIn10 / START A CONVERSATION
What should growth
do next?
Tell us the mandate. We’ll route the conversation to the right starting point.
