Complete the Index
Answer focused questions about revenue, expenses, operations, employees and future readiness.
Business Profit Recovery, powered by AI
Recover hidden profit.
Automate what comes next.
We help business owners find profit leaks and growth opportunities across revenue, expenses, efficiency, employees and future readiness—then coordinate the right solution.
One focused assessment. One prioritized next step. No pressure.
01Revenue02Expenses03Efficiency04People05Future
A simpler path to profitable growth
One assessment. A coordinated growth plan.
SmartSync is the coordinating platform. The Business Profit Index is the entry point. Your Business Growth Advisor helps identify and prioritize the best opportunity.
AI voice receptionistWebsite chatAppointment booking
Review the opportunity
Use a short review to identify the clearest profit leak, efficiency gap or growth opportunity.
Activate one next step
Choose the right SmartSync solution or qualified resource partner—without buying services you do not need.
Current solutions
Recover money. Reduce costs. Increase capacity.
Each offer solves a specific business problem. Start with the Index or go directly to the solution you already know you need.
CaptureRespondFollow up
01
AI & Growth SystemsCapture, respond and follow up
SmartConnect
AI receptionist and automated follow-up
Answer calls, respond to website visitors, recover missed opportunities and move qualified prospects toward an appointment.
- AI voice receptionist
- Missed-call text-back
- Website chat
- Appointment booking
- CRM follow-up workflows
SmartSites
Websites designed to create conversations
Modern business websites, landing pages and conversion paths organized around a clear offer—not just attractive pages.
- Responsive website design
- Landing pages
- Lead forms and booking
- AI chat integration
SmartData
Lawful prospecting and market insight
Build more focused outreach lists and understand which businesses are the strongest fit for your offer.
- Business prospect research
- Market segmentation
- Lead-list development
- Opportunity targeting
02
Profit Recovery & Cost ReductionFind money already inside the business
Health Plan Optimization
Evaluate eligible Section 125 and supplemental benefit strategies designed to strengthen employee benefits and improve payroll efficiency.
For qualified employers; program terms and eligibility apply.
Payroll & Tax Savings
Identify potential R&D tax credits, FICA tip credits and related payroll opportunities through qualified providers.
Eligibility and results depend on business facts and provider review.
Tariff Refund Recovery
Help eligible importers review duties paid and pursue qualifying refund opportunities through an approved recovery provider.
No refund is guaranteed; documentation and deadlines apply.
Utility & Energy Savings
Review commercial energy usage, utility expenses, solar and related cost-reduction opportunities.
Availability, savings, incentives and approvals vary by market.
Separate business offer
Merchant Services
Payment processing deserves its own review. Compare processing costs, equipment, funding, integrations and customer payment options without mixing it into the AI package.
Card & ACHPOS systemsE-commerceB2B payments
Explore Merchant ServicesClear ways to start
Choose the entry point that fits.
Start with an assessment, activate SmartConnect directly, or qualify for a partner-powered credit.
Calls · Chat · CRM · Analytics
Business Profit Index
Start with clarity
Complimentary
Identify the first area worth reviewing before committing to a service.
- Five-pillar business assessment
- Opportunity prioritization
- 20-minute review
- One recommended next step
SmartConnect Complete
Capture every opportunity
$299 setup +$497–$750 /month
Final price depends on call volume, workflow complexity, integrations and support.
- AI receptionist
- Missed-call text-back
- Website chat
- Appointment booking
- CRM follow-up
Partner-Powered SmartSync
Reduce your SmartSync fee
Up to 100% credit
Qualified recurring partner revenue may offset part or all of your SmartSync monthly fee.
- Merchant services
- Employee benefits
- Payroll or HR solutions
- Business internet or telecom
- Other approved services
Partner credit example
Another service can help subsidize SmartSync.
Instead of devaluing the AI system, eligible partner revenue creates a monthly SmartSync credit while the qualifying account remains active.
Under $250 residual$497 SmartSync
$250–$499 residual$297 SmartSync
$500–$749 residual$97 SmartSync
$750+ residual$0 SmartSync fee
Illustrative structure only. Credits begin after commissions are received and may change if the qualifying partner service ends. Partner charges still apply.
Business Growth Advisor
One relationship. Multiple ways to improve the business.
The goal is not to sell every service. It is to identify the most valuable next step, disclose when a referral relationship exists and coordinate qualified providers when specialized help is needed.
Explore the advisor and referral opportunity →Our operating principle
Recover opportunity, reduce waste, use technology responsibly and help businesses prepare for the future.
Transparent recommendationsQualified provider coordinationOne prioritized next step
Frequently asked
What business owners want to know.
Is the Business Profit Index a formal audit?+
No. It is a structured business review used to identify potential opportunities and prioritize a next step. Formal recommendations come from the applicable qualified provider.
Do I have to purchase every service?+
No. The model is designed around one prioritized opportunity. You can start with one solution and add others only when they make sense.
Can SmartConnect replace my staff?+
SmartConnect supports your team by responding quickly, handling repetitive interactions and routing qualified opportunities. Human oversight remains important.
Is the partner-powered plan really free?+
It is a conditional service credit, not a claim that every related service is free. Partner charges still apply, and the credit lasts only while requirements are maintained.
Is Merchant Services required?+
No. Merchant Services is a separate offer. A business may request a processing review without buying SmartSync.
Start with clarity
Which opportunity should your business address first?
Complete the Business Profit Index to identify the clearest place to begin.
5 profit pillars1 prioritized next stepStart the Business Profit Index