Look at the path.
One Customer Path Health Review looks at supported information about open items, ownership, next actions and blockers.
BusinessOS by JetSynapse AI
A page for one service, with messages and reminders to help your team follow up.
We help you choose what to focus on, build or improve a page for it, and set up what happens after someone asks about it. Your team can see each connected request and what needs attention.
One business. One location. One selected service.
Before you choose a system
If your team already handles requests well, your current setup may be enough. This package starts with existing interest in one service. A full website, advertising, and an outsourced sales team are separate work.
Compare manual processes, software and managed follow-up01 / The customer path
A customer asks for a repair estimate. The office sends it. The customer has not replied. Here is how the agreed path can keep that next step visible.
Open the steps to follow this fictional example. Entry points and responsibilities depend on your written scope.
Step 01 of 04 · The request
The inquiry enters through an agreed entry point. The request and the information needed to follow up are recorded in the selected path.
The team can see what came in.
The office team owns preparing and sending the estimate. Responsibility stays with a named person or team as the request moves forward.
The next action has an owner.
After sending the estimate, the office team checks that it was received and records the response. The agreed follow-up remains visible until the team updates the path.
An open estimate has a next step.
During the monthly review, we look at supported information about open items, ownership and next actions. We report blockers and recommend covered upkeep or an eligible adjustment where justified.
The owner can see what needs a decision.
Your team still handles its assigned actions. Customer decisions and results remain outside the system’s control.
Want to trace an inquiry in your own business first? Use the lead-follow-up guide and worksheet.
02 / What we install
Your proposal names the service page, where customers reach it, the selected messages and reminders, and what your team still does. It covers one business, one location, and one service.
Your part in the path
We work on the agreed setup and its visibility. Your people still carry the customer relationship and make the decisions.
03 / Monthly Steward
Each month, we review the selected setup, provide a report, and help with agreed upkeep and support. Your proposal explains the limits.
BusinessOS combines installation with required monthly service. An active subscription is required for live BusinessOS access.
How service beginsOne Customer Path Health Review looks at supported information about open items, ownership, next actions and blockers.
One Customer Path Health Report summarizes findings and the next decisions. Missing information is identified.
Covered upkeep, in-scope corrections and support follow the route and limits in your service agreement.
Review one improvement decision and, when approved and eligible, one minor adjustment within the existing scope and monthly allowance. Changes are checked afterward. Larger work is quoted separately.
Getting started
Your proposal defines the selected path, responsibilities, fees and delivery checkpoints. Required signatures and verified cleared setup payment begin onboarding. Setup payment does not start monthly billing or live access.
Once the required inputs and scoped access are complete, we install the agreed setup, verify the handoffs and review it with your team. Required corrections and checks come before live-ready approval.
After live-ready approval and your separate monthly authorization, monthly service is activated. Live access is released separately after the required activation and access checks.
Before you decide
Owner-led local service businesses with inquiries or estimates to follow up on, and a team that needs clearer ownership of the next step. We start with one important customer path.
We look at what you already use before proposing changes. Connections, compatibility and any replacement work must be confirmed in the agreed scope.
Your team talks to customers, sets prices, makes the sale, provides the service, and records what happened. We support the selected requests and follow-up. Bookings and sales are not guaranteed.
Support covers the agreed path through the route in your service agreement, alongside covered upkeep and in-scope corrections. Support hours, response targets and the minor-adjustment allowance are defined in writing. New paths and substantial changes require separate scope.
Live BusinessOS access requires the monthly subscription. The installation and recurring service are agreed together, with separate monthly authorization after installation review.
Your proposal sets out activation, required monthly service and any separately agreed add-ons or usage charges before you decide. Work outside the existing scope is quoted separately.
A 20-minute Local Growth Call
We'll help you choose a service to focus on and look at how your team handles customer requests. Then we'll see whether BusinessOS fits.
Book Local Growth CallBooking does not start payment, installation, monthly service or client access.
Watch the BusinessOS film · 2 minutes 28 seconds, with captions and transcript
Make an informed decision