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Find where AI saves your business time, then put it to work.

A free assessment ranks the AI steps that pay off first. We build the ones worth building and train your team to use them.

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A printed AI roadmap on a desk, with the advisor's handwritten notes in the margin.

See the plan before you book

This is the roadmap you get within two business days of the free assessment. The one below is an example for a made-up home-services company, so you can see how it is put together.

Where your week goes

From the session: what the owner told us, in their words.

Example roadmap

Where your week goes

This page is in your words, from our session. It is what we built the rest on.

Calls go to voicemail while the trucks are out.

If we are all on jobs, nobody picks up. I call people back that night and some of them have already booked someone else.

Quotes go out late.

I write them up after dinner. A lot of them go out the next day.

Scheduling happens by text.

I text the techs, they text me back. Customers text me too, so I find out about changes when I see them.

Unpaid invoices need chasing.

Nobody wants to be the one calling. So it waits.
Example only. Tallow Creek Heating & Plumbing is not a real company.2

Your ranked moves

Ranked. The move worth doing first, with its effort, its risk and who does the work.

Example roadmap

Your ranked moves

Best first. Effort and risk are in words, because we do not promise hours or dollars we cannot know. Each move ties back to the page before it.

First moveStart here. Everything else is smaller.

Answer every call and book the job

Fixes
Calls that go to voicemail while the trucks are out.
Effort
Medium
Risk
A caller reaches a greeting that does not sound like Tallow Creek, or a job gets booked that you do not take. We write the greeting and the booking rules with you, you approve both, and we test with practice calls on your real job types before it goes live.
Who does it
We build it.
First step
A list of the job types you take, the ones you do not, and your service area.
Second moveYour office can do this now.

Send quotes the same day

Fixes
Quotes that go out late.
Effort
Low
Risk
A quote goes out with details missing. Your office runs a checklist before each one is sent.
Who does it
Your team, with training, using the estimating tool you already have.
First step
We sit with your office and set up one quote template per job type.
Third moveAlready paid for. Just switch it on.

Text customers their appointment and arrival time

Fixes
Scheduling by text.
Effort
Low
Risk
A customer gets a wrong time when the calendar is out of date. We send only from the shared calendar.
Who does it
Your office. Your scheduling software can already send these messages; the feature is just not turned on.
First step
Turn on appointment texts for one truck as a trial.
Fourth moveDo this after the calls are covered.

Remind customers about unpaid invoices

Fixes
Invoices that wait because nobody wants to call.
Effort
Medium
Risk
A reminder goes to someone who already paid. We check your accounting record before each reminder and pause it the moment a payment shows.
Who does it
We build it.
First step
Agree the wording of the first reminder with you.
Example only. Tallow Creek Heating & Plumbing is not a real company.3

What not to do yet

Straight answers: what we advise against for now, and why.

Example roadmap

What not to do yet

We looked at these and advise against them for now.

Later. After the
calls are covered.

A chat box on your website

Most new jobs at Tallow Creek start with a phone call. A chat box adds one more place to answer before the phone is covered. Look at it again at the next review.

Automatic pricing on quotes

Your prices depend on what the technician finds on site. Wait until quotes go out the same day, then decide whether pricing is worth automating.

Replacing your dispatch board

It works for your team today. Changing it now would cost you weeks of adjustment and fix none of the four problems on page two.

Example only. Tallow Creek Heating & Plumbing is not a real company.4

The first 30 days

Build or train: the first move broken into weekly steps.

Example roadmap

The first 30 days

The first move, answering every call and booking the job, in weekly steps.

Week one

We write the greeting and the booking rules with you. You approve both.

Week two

We test with practice calls on your real job types. Then it goes live on the calls you miss while the trucks are out.

Week three

It answers every call. We check the bookings with you against your calendar.

Week four

We look at every call from the month with you, fix what needs fixing, and confirm what stays.

What to have readyYour service area. The job types you take and the ones you do not. Access to your calendar. The phone number customers call.
You approve the wording before any customer hears it.
Example only. Tallow Creek Heating & Plumbing is not a real company.5

Next review

Review: we come back and look at what worked.

Example roadmap

Next review

We meet again to look at what worked, what changed, and the next move.

First week of November 2026
Review call, set at the end of our session.

Syntherly Advisory
sam@syntherly.com
Example only. Tallow Creek Heating & Plumbing is not a real company.6

Syntherly builds and runs these systems. See the AI systems at syntherly.com.

Start your own roadmap

Pick your trade and two things that take up your week.

Trade

Two things that take up your week

Your first move

  1. Send quotes the same day
  2. NextRemind customers about unpaid invoices

This is a starting point. Book the free assessment to finish it.

How we help

Marketing, AI systems and advice, from one company

Start with the one your business needs now. We run it for you, and you stay as involved as you like.

Marketing

More calls from the customers you want

SEO and AI search, paid ads, brand and creative. Syntherly Studios runs it every week and reports your leads.

See Syntherly Studios

AI systems

Calls, texts and messages answered, and the job booked on your calendar

AI agents that answer calls and messages, book the job and update your records. Built around how you work, and run for you.

See the AI systems

Advisory

A clear plan for AI in your business

A free assessment shows where AI saves your team time. You keep the plan, whether or not you work with us.

You’re here

Who this is for

For

Owners and their teams in service businesses who know AI matters and want to know where to start. We work with home services first, including HVAC and plumbing, and with professional practices and other service businesses.

Not for

Companies looking for model research or a finetuning lab. We choose AI that already exists, build it into your business and train your team on it. If you need a research lab, we’ll say so.

We use the AI we advise on

  • First place in the MS-EI Capstone at ASU W. P. Carey, May 2026. The project was the thesis behind Syntherly.
  • We run our own business, and our clients’ businesses, on AI systems in production every day.
  • Every build goes through adversarial QA before it ships. A separate reviewer tries to break it before your customers can.
  • If a move won’t pay for itself, we’ll tell you not to make it.

Coming soon

Workshops for your team

Live workshops and team sessions on putting AI to work safely. Leave your email for first access to the next one, and we’ll send the date.

We’ll only use this to send you the workshop date. See our Privacy Policy.

Questions owners ask

Page four of the example roadmap: What not to do yet, with the advisor’s note.
Is the assessment really free?

Yes. The assessment is a working session on how your business runs, and you keep the ranked roadmap we send you afterward. There is no charge and no obligation.

Do we have to use you to build?

No. The roadmap is yours, and your own team can carry it out. If you want us to build a move, we do that too.

If your roadmap starts with more leads, Syntherly Studios runs the marketing.

Do you train models or finetune them?

No. We help you pick the right AI steps, build them, and train your team to use them. If you need model research, we’re not the right firm, and we’ll tell you.

Is our data safe?

The assessment is a conversation about how your business runs. We do not need logins to your systems or your customers’ records to do it. Before we build anything, we tell you which of your information the system would use, and you decide whether it goes ahead. Every build then goes through adversarial QA before it ships.

How fast can we see something real?

Your ranked roadmap arrives within two business days of the assessment, and every move on it comes with a first step. The best payoff for the effort goes first, so you know where to start.

Find out where AI saves your business time

One working session on how your business runs, and a ranked roadmap you keep. No charge, no obligation.

Book a free assessment
The example AI roadmap for Tallow Creek Heating & Plumbing: six printed pages with the cover on top and a pen.

Or send us a message.

We reply by email. If you’d rather talk, book the free assessment above.

We’ll only use this to follow up about your inquiry. See our Privacy Policy.