Playbooks tuned to your business
The conversations that matter in home services look nothing like the ones in wealth management. We staff and script for the industry you're actually in.
Financial Services & Advisory
Consistent follow-up with prospects, appointment setting for advisors, and reconnecting with dormant relationships — handled with the discipline compliance expects.
- Lead follow-up and appointment scheduling
- Review-meeting reminders and rescheduling
- Client service requests and document chasing
- Approved-language scripting with call recording
Home & Field Services
Every missed call is a booked job going to the next contractor on the list. We answer nights and weekends, book the slot, and cut no-shows.
- 24/7 emergency and after-hours dispatch triage
- Estimate follow-up and job booking
- Reminder and confirmation runs
- Post-service check-ins and review requests
Healthcare & Dental
Front-desk relief that keeps the schedule full without pulling staff away from the patients in front of them.
- Appointment booking, reminders, and recalls
- Insurance and intake pre-screening
- Prescription and referral routing
- HIPAA-aligned workflows and access controls
SaaS & Technology
Tier-1 support coverage and inbound qualification so your engineers and AEs only see what actually needs them.
- Tier-1 support across chat, email, and voice
- Trial activation and onboarding outreach
- Demo qualification and calendar booking
- Renewal and expansion follow-up
E-Commerce & Retail
Peak-season volume absorbed without seasonal hiring — and a checkout question answered before the cart is abandoned.
- Order status, returns, and exchange handling
- Pre-purchase questions and product guidance
- Abandoned-cart and win-back outreach
- Holiday and promotion surge capacity
Insurance & Legal
Intake that runs the moment someone reaches out, with clean qualification and a documented trail behind every conversation.
- New-client and claim intake, 24/7
- Case and policy qualification
- Document collection follow-up
- Consultation scheduling with conflict checks
Different scripts. Same standard.
Whatever the industry, every CONVERSYNC engagement is built on the same foundations.
Dedicated team
Named specialists who know your accounts — not a rotating pool.
Your brand voice
Scripts, tone, and policies approved by you before a single call goes live.
Full audit trail
Recordings, transcripts, and summaries retained on your terms.
Weekly review
An account manager who brings you numbers and recommended changes.
Don't see your industry?
If your business runs on conversations, we can staff it. Tell us what a typical call sounds like and we'll build the playbook around it.