The Closed Deal Cycle
A deal never silently dies.
One wired loop across the whole platform: an opportunity in Routes becomes a SynergyMeet demo, the demo becomes a transcript, the transcript becomes a priced draft, and the draft becomes a SynergySign contract — or a structured decline with 30/60/90-day follow-ups. Every outcome is an outcome.
Five hops, zero dropped batons
Every hop hands structured data to the next — no copy-paste between a notetaker, a pricing sheet, and an e-signature tool.
🗺️1 · Opportunity
The deal starts as an account and opportunity in SynergyRoutes — the map-first CRM already knows who they are and who owns them.
🎥2 · Demo
The demo runs on SynergyMeet, with built-in live transcription that files the full speaker-labeled transcript automatically the moment the meeting ends.
🧾3 · Extract
The platform's AI reads the transcript and pulls out what the prospect pays today — as the exact words spoken, with a confidence score, never a paraphrase.
⚖️4 · Price
The displacement rule fires: quote them 30% below current spend — but only when the math clears the floor. Thin or unclear deals are held for a human, never auto-decided.
✍️5 · Close or cadence
Qualified deals get a pre-filled SynergySign services agreement staged for review. Declines get a respectful email plus scheduled 30/60/90-day follow-ups back in Routes.
💳Then: the money mile
On full execution the contract flows straight into invoicing and recurring ACH billing — signature to subscription without re-keying a number.
−30%, with a floor on our side
The displacement offer is simple: whatever the prospect pays their current vendor, quote 30% less. The discipline is the floor — the quote never drops below what it costs to serve the account. With a break-even of $1,000/mo, a prospect must be paying roughly $1,429/mo today for the −30% quote to clear the floor at all.
- Below the floor: automatic, polite decline — we never sign a losing deal
- Thin-margin band just above break-even: held for human judgment, not decided by a cliff
- Comfortably above: a contract draft is staged with the quote pre-filled into every fee clause
- Encoded in one function — the rule can't drift between deals or reps
The rule in numbers
Priced off a number an AI heard someone say
Mishear "forty-two hundred" as "fourteen thousand" and you've drafted a binding contract at the wrong price. The whole loop is architected around that single failure mode.
🗣️Verbatim, always
Extraction returns the exact spoken words plus a confidence score — a reviewer can verify the figure against the recording in two seconds. A gate you can't check in two seconds is a rubber stamp.
👥Two independent reads
A second, independent read of the transcript must agree on the figure. One confident mishearing is the exact failure this catches — disagreement means the deal is held, not sent.
🖐️A human sends everything
Contract send, decline send, and follow-up creation are propose-only actions — deliberately excluded from any autonomy track. No accumulated track record can ever unlock auto-send on money.
🎛️The deal cockpit
An admin dashboard renders the priced draft: verdict badge, both spend reads with verbatim quotes front and center, a confirm-or-adjust field that live-reflows the quote, and a gated pipeline of send/countersign/collect steps.
Proven end to end on realistic transcripts: a $4,200/mo current spend produced a staged contract at $2,940 — correctly ignoring a stale "it was thirty-eight" earlier in the call — while a $1,250/mo prospect produced a decline plus three scheduled follow-ups. Held, sent, or declined: never silent.
SynergyRoutesSynergyMeet + live transcriptionThe platform's AI — two independent readsSynergySignContracts auto-filled, PDF-readyRecurring bank-draft billing via Stripe