Services
Every service in the SynergyOS revenue operations system, grouped by where it fits in the customer journey.
Strategy & Diagnostics
Map where revenue is leaking before you build anything.
- Paid Workflow Audit — Hands-on review of your current capture, response, booking, and follow-up workflow.
- AI Readiness Assessment — Where AI agents and automation will meaningfully move revenue in your business.
- Revenue Workflow Map — Visual map of your end-to-end revenue workflow with leak points called out.
Lead Capture
Turn website and ad traffic into qualified opportunities.
- Conversion Landing Page — High-intent landing page built around one offer.
- Full Conversion Website — Multi-page site engineered for capture, trust, and SEO.
- Smart Intake Forms — Forms that qualify, route, and score every submission.
- Revenue Leak Calculator — Interactive calculator that quantifies missed-call and follow-up loss.
- Lead Source Tracking — Attribution so you know which channels actually produce booked revenue.
AI Intake & Voice
Respond to every inquiry instantly — by chat or by phone.
- AI Website Chat Intake — Branded chat that qualifies leads, answers FAQs, and books appointments.
- AI Qualification Flow — Structured qualification across chat, voice, and forms.
- FAQ / Knowledge Assistant — AI that answers product, pricing, and policy questions accurately.
- AI Front Desk Voice Agent — 24/7 voice agent that answers calls, qualifies callers, and books appointments.
- After-Hours Coverage — AI front-desk and chat coverage outside business hours.
- Call Summary + CRM Logging — Every call transcribed, summarized, and written to your CRM automatically.
Booking & Follow-Up
Get prospects on the calendar and bring stalled deals back.
- Calendar Integration — Two-way sync with Google, Outlook, or Cal.com.
- Booking Flow Optimization — Reduce friction in the steps from inquiry to confirmed booking.
- Reminder Automation — Multi-channel reminders to cut no-shows.
- Follow-Up Recovery Engine — Automated multi-touch sequences across email, SMS, and voice.
- Quote / Consult Recovery — Follow up on estimates, consults, and high-intent opportunities that have not converted yet.
- No-Show Recovery — Recover revenue from missed appointments.
- Reactivation Campaigns — Re-engage dormant clients and old leads.
- Review Request Automation — Automatically request reviews from happy clients at the right moment.
CRM & Integrations
Connect the tools you already use into one revenue workflow.
Command Center
See pipeline, agents, and revenue recovery from one place.
Optimization & Support
Tune the system as your business and offer evolve.
- Monthly Optimization Report — What converted, what didn't, and what to change next.
- Workflow Tuning — Adjust sequences, scoring, and routing based on real outcomes.
- AI Agent QA — Review transcripts and outputs to keep agents on-brand and accurate.
- Priority Support — Faster response and dedicated channels for ops-critical issues.
- Quarterly Strategy Review — Quarterly working session on offer, pipeline, and roadmap.