Discoverable.
Customers, and the AI assistants they ask, can find you. If they can't, nothing else matters.
When it breaksThe phone goes quiet and you can't tell why. The work you would have won goes to whoever the assistant named instead.
Your business runs on three things.
If one breaks, everything breaks.
Discoverability, capability and dependability. Corporate Synergy Solutions is the AI partner that keeps all three standing, even as AI changes under them every month.
Most owners find out which one is broken the expensive way: a quiet phone, a lost deal, a job nobody followed up on. We find it first. Then we build the fix.
$1K one time · documents in five business days · All-Seven Guarantee: all seven documents, or we keep working at no extra cost
Built for
Owner-led businesses, 2–50 people, that serve clients
We built Firm Ops, one client portal for documents, milestones and advice that replaced seven tools. Onboarding fell from 11 days to 1.5, and staff sign in once instead of seven times. Package: Fractional Product Lead.
We set up Service OS Pro so a job can't close in the field without its closeout proof, and closing it drafts the invoice. Invoices now go out less than 2 hours after the job, not 6.5 days later. Package: Direct Advisory.
We trained the managing broker on AI agility and AI solutions, and now he creates solutions for his own team. As a strategic partner we also turned three revenue lines into one business with one client journey. Package: Direct Advisory · Strategic Partner.
For Windermere Puyallup we built an internal, personalized training portal for 290+ agents across 7 locations. One playbook, recordings turned into draft guides, and an AI assistant that answers agents' questions from it.
Guest vetting, seat checks and directory updates went from 5 manual touches to 1 approval tap. Leadership admin fell from 6 hours a week to under 1, and ConnectQR captures the meeting follow-up. Package: Custom builds & AI operations.
Anthony is the Chamber's AI specialist. Each month he delivers a free workshop that helps local businesses use AI in their operations.
As Acuity's fractional product lead, we bring AI expertise to healthcare and a data-driven approach to transitional care for older adults and anyone who needs extra care. A vetted family shortlist now takes under 4 hours, not 3–4 days of phone tag. Package: Fractional Product Lead.
A business platform for manufacturers: store documents, run audits, log safety incidents, and manage several locations within a business line. Audit prep fell from 14–18 hours per plant inspection to under 10 minutes. Package: Business Platform.
Every new lead gets a drafted reply in under 45 seconds, so no lead waits on a callback. Routes are built around verified job scope and geography, and each tech fits 3.5 jobs a day. Package: Service OS Pro.
A booking flow built into their website, with an admin portal for the team and a client portal for customers. Clients book with no login, and owner time on client updates fell from 8.5 hours a week to 0.5. Package: Business Platform.
Estimates are drafted from their price book and go out in under 24 hours. No crew goes out without a signed scope, and change-order disputes fell from 3–4 a month to 0. Package: Service OS Pro.
Dispatch shows the nearest available tech first, a person approves it in seconds, and homeowners see the ETA themselves. Emergency calls reach an approved dispatch in under 6 minutes, not 28. Package: Service OS Pro.
A training program teaching students AI and software development, with Anthony as head instructor.
A strategic partnership building data solutions for G2G's clients, Fortune 500 companies among them, and using AI to make operations such as their CRM work more efficient. Package: Strategic Partner.
We built an AI slide generator that creates Pivotal Readiness's pitch decks. A deck that took 10–12 hours to make now takes 5–10 minutes.
As Tarlis's fractional product lead, we coach and advise on AI strategy and how to approach it. Package: Fractional Product Lead.
A multi-role, portal-based app for the whole family, with six modules covering finances, marriage, spiritual growth, family goals and more.
We advised Ever Moments on a streamlined way to create the media assets their operations run on. Package: Direct Advisory.
A strategic partnership building a learning portal where healthcare professionals can sell what they know. Package: Strategic Partner.
A strategic partnership on AI operations and discoverability: putting AI to work in the business and making Apex easier for customers to find. Package: Strategic Partner.
Coaching gave D1 packages that do the selling, one booking path, and admin hours off the owner's plate. The owner reports going from about $2,000 a month to a regular $16–18K. Package: Operational advisory & coaching.
A full custom build for rehabilitation patients who need extra care and reminders, with multiple portals. Package: Full custom build.
Through the AI Operations Diagnostic, we drafted written plans for their operations. Package: AI Operations Diagnostic.
The three things
Picture an ordinary Tuesday. A buyer asks an AI assistant who to call, and your name doesn't come up. A lead waits two days because the follow-up lives in someone's head. An invoice goes out late because the one person who understands the spreadsheet is out sick.
Nothing dramatic happened. You lost money three ways before lunch.
Every one of those traces back to one of three things.
Capable.
A platform you own end to end, not a stack of rented tools held together with logins and spreadsheets.
When it breaksEvery new customer adds another login, another export, another copy and paste. Growth makes the mess bigger, not the business.
Dependable.
AI employees that do the work every day, the same way, without you watching over them.
When it breaksFollow-up happens when someone remembers. You become the reminder system, and the business only moves when you push it.
Lose any one and the business stalls. We build and run all three, together.
AI Employees
Hire a team that never drops the ball.
You hired good people. Things still get dropped. Not because anyone is careless, but because everyone is doing five jobs, and the fifth one is always follow-up.
You don't need more effort from them. You need someone whose only job is the thing that keeps slipping.
An AI employee is a trained agent with one clear job.
It knows your business, remembers your customers, follows your rules and uses your tools. AI employees work in small teams, and a person you trust stays in charge of every decision that matters.
Teams our clients start with:
- The 40-page contract nobody has time to read until it becomes a problem.Document Review Team: reads contracts, applications and intake files, flags what's missing or risky, and hands your staff a one-page summary to approve.
- The proposal you promised for Friday that goes out the next Wednesday, after the buyer has cooled.Pre-Sales Proposal Team: turns a discovery call into a scoped proposal, pricing options and a follow-up email, ready for your review the same day.
- The blog last updated in spring, and the newsletter you keep meaning to send.Organic Content Team: drafts posts, articles and newsletters in your voice, edits them for search and AI answers, and keeps your publishing calendar full.
- The inbox you check at 10 at night to find out what you missed.Business Manager Team: watches your inbox, calendar and pipeline, keeps tasks moving, and sends you a morning brief of what needs you.
- The happy customer nobody asked for a review, who never heard from you again.Client Follow-Up Team: checks in after every job, asks for reviews and referrals, and spots the customers who are ready to buy again.
What it never does: send, pay, delete or change a record on its own. Those wait for a named person. The AI employee does the reading, drafting, checking and chasing. Your people make the calls.
What it costs: AI employees are work we can scope within your $2,500, $4,500 or $7,500 monthly partnership. Start with the Diagnostic, then agree the first monthly scope.
Who owns it: you do, once the work is complete and paid for. Your written scope identifies included hosting, AI usage and any approved third-party charges.
Start with one team. Add the next when the first one proves itself.
Business Platforms
One system. Many AI employees. Working in concert.
Count the logins. A CRM. A scheduling tool. A proposal tool. A shared drive. Three spreadsheets only one person understands.
Each one works. None of them talk. So your people become the glue: copying, retyping, chasing. And every new hire has to learn the mess before they can do the job.
A business platform is where your AI teams work together, on one system you own.
The proposal team hands a signed deal to onboarding. Onboarding passes the file to document review. The business manager keeps every step on schedule and tells you only when you're needed. Nothing falls between tools, because there's only one.
- Yours end to end: your code, your data, your accounts. No rented software holding your business hostage.
- Shared memory: every team works from the same customer record, so nothing is asked twice.
- People in charge: approvals sit wherever a decision carries risk or money.
- Built to grow: add new teams as the business grows, without starting over.
We've built this before. Campbell Tax & Accounting replaced seven tools with one client portal. A platform can be part of your monthly partnership scope. We agree the outcomes, deliverables and boundaries first; a larger build can span several months.
How it works
Three steps. Stop after any of them.
A price before a build. A scope you signed off. Nothing you didn't approve. Every price is on this page.
Step 1 · Diagnostic
See the plan, then see it work
All seven documents, followed by one live workflow with an agreed scope and human approval boundaries.
$1,000 once
Step 2 · Partnership
Choose this month's scope
Advisory and practical implementation around your priorities: AI employees, custom builds, automations, workflows or training.
$2,500 / $4,500 / $7,500 a month
Step 3 · Review
Keep the level that fits
Review progress, choose the next priority, and keep, increase or reduce your tier for the coming month. No separate after-project plan.
Month-to-month from the start
The question we hear most
"Can't I just prompt my way to an app?"
You can — and you'll get something that demos well. What you won't get is a data model that survives year two, permissions that keep one client from seeing another client's file, backups, an audit trail, or anyone who can tell you why it broke on a Tuesday.
Generated code is the easy twenty percent. The other eighty is knowing what a system needs to be enterprise-ready at small-business scale. That's the part we've spent a career on.
For trades and home-service businesses
Looking for Service OS Pro?
Our ready-made operating system for service businesses has its own website. Explore the product, current pricing and next steps there.
Visit serviceospro.comSecond question
"What does 'enterprise-ready' even mean for a twelve-person company?"
The same things it means for a twelve-thousand-person one, at a scale you can afford: a real database with a real schema, role-based access, encrypted data, logs you can audit, and a plan for the day something fails.
We write those into the scope before anything is built, and test them before anything ships. You get the discipline, not the invoice.
For accounting and tax firms
Firm Ops
Intake to completed service in one place: documents, milestones, approvals, and advisor guidance — with one sign-in for staff and clients instead of seven disconnected tools.
“Now the website and the app are one experience: my customers, my team, and I all benefit.”
Third question
"Why not just buy the software everyone else uses?"
Because "almost fits" is a tax you pay every day — in workarounds, double entry, and staff who quietly stop trusting the system. One size fits all fits nobody well.
We start from your workflow and build only what it needs. Sometimes that means keeping the tools you have and connecting them. Sometimes it means replacing seven of them with one.
For real estate agents · in development
Dwello
A CRM agents run from the personal AI agent they already talk to — Claude, Grok, OpenAI, Instinct — so follow-ups, showings and transaction steps happen in conversation, not in yet another tab. A named person still approves anything that gets sent.
- Contacts, pipeline and transactions behind one secure record
- Pairs with our AI transaction coordinator, onboarding and social-posting builds for real estate
“Connecting our real estate resources to the AFH community has been a game changer for my team, for owners, and for buyers.”
We build for ourselves first
Every tool here started as a problem in our own business.
We don't sell a process we haven't run on ourselves. When something slowed us down, we built the fix — then hardened it until it was good enough to hand to a client.
The problem: a stack of business cards and no memory
ConnectQR
We network constantly, but a card told us nothing about who someone really is or how we could help them. ConnectQR turns a scan into a real understanding of the person and the relationship — a networking CRM built around giving first.
The problem: editing was the bottleneck on every video
Synergy Edit
We wanted to put out more content, and editing was slow and expensive. Synergy Edit changed the math: we now turn around five full-length videos in a day, edited to a standard we'd put our name on.
The problem: guessing at what organic content works
Synergy Studio OS
Research what's already performing, create our own version, schedule the posts — and hand the cut straight to Synergy Edit. One loop from idea to published.
Also built for clients
SageLink
Audits, documentation and safety records for a manufacturer
Firm Ops
Intake-to-completed-service system for an accounting firm
Detail Companion
Operating system for auto detailers, from vehicle intake to a quality-checked handoff
AI Transaction Coordinator
Keeps real estate transactions moving with a human approving each step
How we work
Give us a business problem. We'll work it with you, not around you.
A real software development life cycle, run at small-business speed. AI accelerates the building; people decide what gets built and sign off on what ships.
- 01
Diagnose
Start with the $1,000 Diagnostic. Map and measure one workflow, receive all seven documents, then see one agreed workflow live.
- 02
Scope
Choose a $2,500, $4,500 or $7,500 monthly partnership. Agree the business outcome, deliverables, dependencies and boundaries before work starts.
- 03
Deliver
Advice and practical work together: AI employees, custom builds, workflows, automations or training, according to your scope.
- 04
Review
Check the result against the starting baseline, get your team's feedback and choose the next priority.
- 05
Adjust
Continue at the same level, move up or down for the next month, or stop before your next billing date. The partnership follows your needs.
Built by
Anthony Smith
Founder, Corporate Synergy Solutions · Auburn, WA
Ran data and sales operations programs at Microsoft, served as a fractional COO for owner-led businesses, and holds a master's in organizational leadership with Prosci and Six Sigma certifications. You talk to the person who designs and ships your system — not an account manager.
What we bring
Organizational expertise
A master's in organizational leadership, Prosci change management and Six Sigma — so the software lands with the people who use it.
What we bring
Full-stack engineering
Databases, back end, front end. We know what has to be true underneath for the screen on top to keep working.
What we bring
Security and compliance
Role-based access, encryption, audit trails and the questions your insurer, bank or regulator will eventually ask.
What we bring
A long history of mistakes
We've shipped things that broke and fixed them. That scar tissue is most of what you're paying for.
Industries we serve
Specific industries. Specific builds. Specific outcomes.
We've done the work to understand how these businesses actually run — which is why the first conversation starts with your workflow, not our feature list.
Trades & home services
- What we build
- Service OS Pro: quoting, scheduling, dispatch, job history, invoicing — one portal for office, field and customer.
- Why it matters
- Jobs stop falling through the cracks between the truck and the office, and the owner stops being the dispatcher.
Accounting & tax firms
- What we build
- Firm Ops: intake, document collection, milestones, approvals and advisor guidance behind one client sign-in.
- Why it matters
- Staff stop chasing the same document three times, and clients stop asking "where are we?" — Campbell Tax & Accounting replaced seven tools with one.
Real estate
- What we build
- Dwello (agent-driven CRM), an AI transaction coordinator, agent onboarding and training, and social posting that runs itself.
- Why it matters
- Agents live in their phone and their conversations, not in a CRM tab. We meet them there and keep a human on every send.
Manufacturing
- What we build
- SageLink: audits, documentation and safety records that are current, searchable and ready when the inspector shows up.
- Why it matters
- Compliance stops living in binders and one person's head, and an audit becomes a report instead of a scramble.
Professional services
- What we build
- Custom client portals, onboarding and training systems, and intake-to-delivery workflows for firms that serve clients.
- Why it matters
- Expansive, people-dependent workflows become simple, auditable, multi-user portals your clients can actually use.
Don't see your industry?
Good. We don't start from an industry; we start from a business problem. Bring us yours and we'll tell you — honestly — whether software is the fix.
Start with the free SnapshotOutcomes we work toward
What changes when the system fits.
Seven tools become one portal
One sign-in for staff and clients, one record of truth, no more re-keying between systems.
Decisions stop landing on the owner's desk
AI prepares the follow-up, the missing-document chase, the draft — your people approve and move on.
Customers see a business that has it together
A portal, a status, a timely answer — the things that make someone choose you and stay.
Software you own, at a price you can say yes to
Custom development usually means six figures. Ours doesn't — and when it's paid for, it's yours.
Questions clients ask
Where do we start?
The $1,000 Diagnostic gives you seven documents, then one live workflow. See the work in your business before choosing a Partnership Tier.
What can a partnership cover?
AI employees, custom builds, workflows, automations, training, advisory and ongoing improvement. We agree outcomes and boundaries in a written scope; work is not unlimited.
Is there a long contract?
New Partnership Tiers are month-to-month at $2,500, $4,500 or $7,500. Choose the level and scope for the coming month before your next billing date.
Can we change tiers?
Yes. You might make an intensive three-month push at $7,500, then move to $2,500 as your needs change. There is no separate after-project plan.
What happens when a project is finished?
The partnership can continue with your next priority, a lighter scope or advisory. Agree the next month's tier together, or stop before the next billing date.
Do you promise a financial return?
No. We establish a baseline, scope the work and review progress against it. The calculator is a planning estimate, not a guarantee.
Is this for you?
We're a good fit for some businesses and a bad one for others.
Built for you if
- You own or run a business of 2–50 people that serves clients
- One workflow is eating your week — intake, scheduling, follow-up, documents
- Off-the-shelf tools "almost" fit and you're tired of the workarounds
- You want to own the software you pay for
Probably not if
- You want an app built this week with no one looking at the workflow first
- You're looking for the cheapest possible developer by the hour
- You need AI to make decisions with no human approving them
- Your team isn't ready to change how it works, even a little
Why a partner, not a vendor
AI moves every month. Your partner should too.
Here's how it usually goes. You buy the tool. It works. Six months later the model behind it changes, the answers get worse, and the company that sold it to you is busy selling it to someone else.
Nobody tells you. You find out from a customer.
A vendor sells you one piece and moves on.
We live in this work every day, we know the models and how they change, and we keep your discoverability, capability and dependability standing as they do.
That's the difference between a tool you can swap out and a partner you can't afford to lose.
Partnership Tiers
One partner. Three monthly levels.
Start with the $1,000 Diagnostic: seven documents, then one live workflow. See the work in your business before choosing a month-to-month partnership.
Partnership Tier 1
Direct Advisory
$2,500a month · month-to-month
Choose the right next move. Keep your team moving.
- A written monthly scope tied to your business outcomes
- A 45-minute roadmap call each month
- Answers within 24 business hours
AI employees, custom builds, workflows, automations, training and advisory can all be included in your agreed scope.
Start with the $1,000 DiagnosticPartnership Tier 2
Strategic Partner
$4,500a month · month-to-month
Turn your AI priorities into working improvements.
- A written monthly scope tied to your business outcomes
- A 30-minute working sync every two weeks
- Answers within 12 business hours
AI employees, custom builds, workflows, automations, training and advisory can all be included in your agreed scope.
Start with the $1,000 DiagnosticPartnership Tier 3
Fractional Product Lead
$7,500a month · month-to-month
Make a concentrated push with a lead beside your team.
- A written monthly scope tied to your business outcomes
- A weekly 30-minute sync, or a weekly written progress report
- Answers within 4 business hours
AI employees, custom builds, workflows, automations, training and advisory can all be included in your agreed scope.
Start with the $1,000 DiagnosticMake an intensive push at $7,500 a month, then move to $2,500 as your needs change. Agree each month's scope and next month's tier before your next billing date.
Compare the three Partnership TiersWorth-it calculator
Is it worth it? Run your numbers.
Say what you're looking for, then put in your hours, your team's time and the work that slips through. See what it costs you each year, and which of those offers would pay for itself. If none would, it says so.
About $123,360 a year. You'd keep about $2,570 a month. Your estimate covers Direct Advisory.
Example numbers. Change them to yours.
- What you're looking for
- Not sure yet
- Your hours a week on work the team should handle
- 8 hours
- What an hour of your time is worth
- $150
- People who touch this workflow
- 4
- Hours a week each of them loses
- 3 hours
- Full hourly cost per person
- $40
- Jobs, leads, or requests that slip through each month
- 2
- Average value of each
- $1,500
- How much of this cost a fix could win back
- 25%
This workflow is costing you about $123,360 a year.
That's $10,280 a month, until you fix it.
- Owner time
- $62,400 a year
- Team time
- $24,960 a year
- Dropped work
- $36,000 a year
If fixing it won back 25%, you'd keep about $2,570 a month.
| Offer | Price | Pays back? |
|---|---|---|
| First stepAI Operations Diagnostic$1,000 once | $1,000 once | Yes. Pays back in about 12 days. |
| AI partnershipDirect Advisory$2,500/month | $2,500/month | Yes. Returns $1.03 for every $1, so you're $70 a month ahead. |
| AI partnershipStrategic Partner$4,500/month | $4,500/month | No. Returns $0.57 for every $1, so you're $1,930 a month short. |
| AI partnershipFractional Product Lead$7,500/month | $7,500/month | No. Returns $0.34 for every $1, so you're $4,930 a month short. |
Your estimate covers Direct Advisory
What you'd win back covers the $2,500/month Direct Advisory tier. Every Partnership Tier starts with the $1,000 Diagnostic, which measures your real baseline before choosing a month-to-month partnership.
See the DiagnosticWhere to start
Most of this is your own time. Start by getting decisions and drafts off your desk.
Estimates from example numbers. Not a quote, and not a promise.
Free DIY kits
Prefer to do it yourself? Start here.
The same frameworks we use in engagements, as templates you can run on your own. Free to download — no email required for most of them.
Owner Bottleneck Kit
Find and delegate the tasks, approvals and questions that only move when you act.
Download the Owner Bottleneck KitTeam AI Starter Kit
Shared AI rules, role prompts and staff training for teams already using AI tools.
Download the Team AI Starter KitSpreadsheet-to-System Kit
Map a key workflow, build a trusted master record, and decide: buy, build, or keep the spreadsheet.
Download the Spreadsheet-to-System KitAI-Built App Hardening Kit
A readiness scorecard, fix checklist and test templates for apps built with AI coding tools.
Download the AI-Built App Hardening KitFrameworks Kit
Templates for our nine frameworks — the six-part map, cost, prioritization and change-testing tools.
Download the Frameworks KitAgent Readiness Knowledge Catalog Kit
Organize services, pricing, policies and proof into a knowledge catalog AI agents can use.
Download the Agent Readiness Knowledge Catalog KitAll Six Kits Bundle
Every kit above, plus a start-here guide and a 90-day plan.
Bring us the problem. We'll build what your business actually needs.
You don't have to know whether the answer is an AI employee, a platform, or neither. That's our job. Bring the one workflow that eats your week.
The free AI Operations Snapshot takes about fifteen minutes and shows what that workflow costs you now and what to fix first. No email required to see your results.