SimplySync AI onboarding

Start SimplySync Onboarding

Your AI onboarding conversation gathers the details our team needs to build the right system. You can stop and return without losing your progress.

Open your secure conversation

Verify the contact details already connected to your SimplySync account.

Prefer to talk?

The online conversation is the primary path, but you can call the intake line when speaking is easier.

Prepare before you begin

You do not need every password in hand. Knowing who owns each item is enough to start.

Business basics
Services, offers, pricing, locations, hours, and the goals that matter most.
Website and domain
Website admin access and the person or company that manages your domain.
Google presence
Google Business Profile, review links, and the email that manages them.
Social accounts
Facebook Business Page, Instagram, and any channels your team actively uses.
Phone and email
Main business number, current carrier, sending domain, inboxes, and who answers.
Calendar and payments
Booking rules, staff availability, payment tools, invoices, and subscriptions.
Customers and leads
A clean customer export, lead sources, stages, tags, and any fields you rely on.
Brand and content
Logo files, brand colors, offers, common questions, scripts, photos, and videos.