LeadSyncd
See How LeadSyncd Works

This is what your system should look like.

1

Pipeline Surveillance

Pipeline Contacts Reports
3 Deals At Risk ($42,000)
New Leads (2)
Acme Trucking
$15,000 • GL + Auto
2h ago
Smith Family
$3,200 • Home + Auto
Quoted (1)
!
TechFlow Inc.
$22,000 • Cyber + E&O
Stalled 14 days. No reply to last 2 emails.
Negotiation (1)
Main St. Bakery
$8,500 • BOP
Stalled 6 days - mentioned State Farm quote in last call
Closed Won (2)
Miller Construction
$12,000 • WC
✓ Won yesterday
City Cafe
$4,500 • BOP
✓ Won 2d ago
Actionable AI Output: Every morning at 6am, AI scans your AMS, calls, and emails. Flags stalled deals, at-risk renewals, broken promises.
2

AI Intervention

Broken Promise Detected

Promise
"I'll send the quote by Friday"
Status
OVERDUE (2 Days)
AI Action
Drafted apology + quote delivery email for agent.
AI Generated Draft

Email Draft for Agent Approval

Ready to send
To: mark@techflow.com
Subject: My apologies - Here is your Cyber quote

Hi Mark,

I apologize for the delay over the weekend. I wanted to double-check the E&O deductibles to ensure we got the premium as low as possible.

Attached is the finalized quote ($22k/yr). Can we review this briefly tomorrow morning?

Best,
Sarah

Actionable AI Output: AI generates call scripts and email drafts with full context. Agents just review and send.
3

Owner Dashboard

At-Risk Revenue
$142,500
Real-time dashboard shows at-risk revenue, broken promises, and team performance. See exactly where revenue is dying and who's responsible.
Broken Promises
12
Commitments made on calls this week that weren't kept. All escalated to you for follow-up.
Recovered (This Month)
$28,000
Revenue from deals that were stalled and our alerts helped agents re-engage successfully.
Agent Pipeline Value Response Time Task Completion Risk Level
JD
John Doe 		$1.2M 22 mins
95%
Low
SJ
Sarah James 		$850k 4.5 hours
70%
Medium
MR
Mike Ross 		$420k 2 days
40%
HIGH
Actionable AI Output: Full visibility into who handles leads properly & who doesn't.

See This Running For Your Agency in 30 Days

Implementation takes 30 days. Start recovering revenue immediately after go-live.

Book Discovery Call

No obligation. We'll review your AMS, discuss fit, and show you exactly what your system would look like.