01
Get more customers
Create a sales proposal
Generates a professional proposal ready to send to a client.
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Practical ideas to move your business forward
Explore 129 TerminalSync use cases across 14 business categories. Open an example and download TS to put it to work.
129 cases
Live Search cases depend on the tools enabled in your TS workspace.
02
Get more customers
Prepare for a sales meeting
You receive a script with key questions and expected objections.
03
Get more customers
Follow up with prospects
Follow-up messages that reactivate conversations without sounding pushy.
04
Get more customers
Create a cold call script
Clear 60-second script to start new conversations.
05
Get more customers
Write a cold sales email
Short email that opens conversations without sounding like spam.
06
Get more customers
Analyze why I lost a sale
Clear diagnosis and concrete actions to avoid losing similar sales.
07
Get more customers
Create a sales pitch deck
Clear, persuasive structure to present your company.
08
Get more customers
Qualify incoming leads
Simple system to identify prospects with the highest likelihood to buy.
09
Get more customers
Respond to price objection
Ready responses for when a customer says 'it's expensive'.
10
Get more customers
Create nurturing sequence
5-message plan to keep prospects warm.
11
Marketing
Create Meta Ads campaign
Complete campaign with copies, targeting and ad structure.
12
Marketing
Write a landing page
Complete structure and text for a high-converting landing page.
13
Marketing
Create social media content
Plan of 10 posts ready to publish over the next two weeks.
14
Marketing
Quarterly marketing plan
90-day plan with objectives, channels, actions and metrics.
15
Marketing
Write newsletter email
Engaging newsletter with a subject line that invites opens.
16
Marketing
Create brand strategy
Clear brand identity: mission, tone, positioning.
17
Marketing
Analyze competitors
Clear diagnosis of competitors and opportunities to differentiate yourself.
18
Marketing
Create script for short video
Script for Reels, TikTok or YouTube Shorts that hook in 3 seconds.
19
Marketing
Create SEO strategy
Clear plan to appear on Google when your customers search.
20
Marketing
Launch a new product
30-day launch plan with everything you need.
21
Customer support
Respond to a difficult complaint
Empathetic and professional response that calms the customer and proposes a solution.
22
Customer support
Create FAQ for your business
List of frequently asked questions with clear answers.
23
Customer support
Templates for WhatsApp Business
10 ready-to-use response templates to reply quickly and consistently.
24
Customer support
Handle customers via WhatsApp Business
Clear flow to respond, prioritize and escalate conversations via WhatsApp.
25
Customer support
Post-sale support via WhatsApp
Post-sale journey that reduces friction and improves the customer experience.
26
Customer support
Return policy
Clear policy that protects the business and the customer.
27
Customer support
Customer satisfaction survey
Short, well-designed survey to measure and improve.
28
Customer support
Customer service manual
Guide so your team serves customers as well as you do.
29
Customer support
Apology for a serious error
Apology message that regains the customer's trust.
30
Customer support
Ask for a testimonial from a happy customer
Message that gets real testimonials without sounding forced.
31
Customer support
Win back a lost customer
Message for customers who stopped buying to invite them back.
32
Customer support
Document the support procedure
Step-by-step process to respond quickly and consistently.
33
Operations
Document a process
Step-by-step process documented so anyone can execute it.
34
Operations
Create SOP (Standard Operating Procedure)
Professional SOP that any new employee can follow.
35
Operations
Optimize operating costs
Expense diagnosis with recommendations to reduce costs without affecting quality.
36
Operations
Continuous improvement plan
Quarterly plan to improve a specific operational area.
37
Operations
Checklist
Clear checklist that ensures nothing is forgotten.
38
Operations
Operations manual
Master manual of how your company operates.
39
Operations
Improve delivery times
Clear plan to deliver faster without losing quality.
40
Operations
Evaluate a supplier
Framework to choose or renegotiate with suppliers objectively.
41
Operations
Contingency Plan
What to do when something critical fails in operations.
42
Operations
Simple Internal Audit
Clear diagnosis of what works, what doesn't, and where to start improving.
43
Human Resources
Write Job Posting
Job posting that attracts the right candidates.
44
Human Resources
Interview Script
Structured interview that uncovers the real candidate.
45
Human Resources
New Employee Onboarding Plan
First month planned so the new employee integrates quickly.
46
Human Resources
Performance Evaluation
Fair evaluation that motivates and guides the employee.
47
Human Resources
Respectful Termination Letter
Conversation and letter that close a chapter with dignity.
48
Human Resources
Team Incentive Plan
Fair and motivating bonus system.
49
Human Resources
Welcome handbook
Culture, values and rules handbook that any new employee understands.
50
Human Resources
Difficult feedback meeting
A constructive conversation that improves performance without causing harm.
51
Human Resources
Employee engagement survey
A short survey that detects issues before they escalate.
52
Human Resources
Career plan
Clear growth path to retain talent.
53
Finance
Cash flow analysis
Clear diagnosis of your cash flow with early warnings.
54
Finance
Annual budget
A realistic budget that can be met and measured.
55
Finance
Profitability analysis by product
Discover which products make you money and which make you lose it.
56
Finance
Plan to reduce overdue receivables
Clear strategy to collect what is owed to you.
57
Finance
Calculate break-even point
How many units or how much money you need to avoid losing money.
58
Finance
Evaluate an investment
Informed decision about whether a new investment is worth it.
59
Finance
Monthly financial report
Clear executive report to review the business in 10 minutes.
60
Finance
Plan to obtain financing
Strategy to access credit or investment.
61
Finance
Adjust prices
Strategy to raise prices without losing customers.
62
Finance
Detect money leaks
Diagnosis of where the business is losing money.
63
Legal
Service agreement
Draft of a professional contract ready to review with a lawyer.
64
Legal
Privacy policy
Clear and professional privacy policy for your website.
65
Legal
Terms and Conditions
Professional T&Cs that protect your business.
66
Legal
Formal demand letter (pre-litigation)
Formal letter that precedes legal action.
67
Legal
Non-disclosure Agreement (NDA)
NDA ready to sign with partners, suppliers, or employees.
68
Legal
Response to legal complaint
Formal, professional response to a legal claim.
69
Legal
Data usage policy
Internal policy that protects customer information.
70
Legal
No-objection/authorization letter
Formal no-objection letter for use of image, content, or references.
71
Legal
Partnership agreement
Draft partnership agreement that prevents future conflicts.
72
Legal
Company internal regulations
Regulations that establish clear workplace rules.
73
Email
Product Description That Sells
Copy that turns visitors into buyers.
74
Email
Optimize Checkout Page
Concrete recommendations to reduce cart abandonment.
75
Email
Cross-sell and Up-sell Strategy
Plan to sell more to each customer.
76
Email
Abandoned Cart Email
Sequence of 3 emails to recover lost carts.
77
Email
New Product Launch
Complete plan to launch a new product in your store.
78
Email
Analysis of Top Products
Identify which products make you the most profit.
79
Email
Loyalty Program
Rewards system that brings customers back.
80
Email
Reviews and Testimonials for Product
Strategy to get real reviews that boost sales.
81
Email
Shipping strategy
Shipping policy that protects margins and satisfies customers.
82
Email
End-of-month promotion
Promotion that moves sales without eroding margin.
83
Programs
Automate repetitive task
Automation that saves hours weekly.
84
Programs
Create a database for your business
Simple database to organize customers, sales or inventory.
85
Programs
Connect two tools (integration)
Integration between apps so information flows automatically.
86
Programs
Debug — what to do if something doesn't work
Clear diagnosis of why a system or process is failing.
87
Programs
Create internal dashboard
Simple dashboard to see the business at a glance.
88
Programs
Create web form
Form that captures organized customer information.
89
Programs
Migrate from Excel to a system
Plan to move from Excel to a more professional tool.
90
Programs
Professional spreadsheet template
Ready-to-use spreadsheet with formulas and clean design.
91
Programs
Data backup and security
Clear plan to avoid losing critical business information.
92
Programs
Simple chatbot for WhatsApp/web
Chatbot that answers basic questions and frees up time.
93
Programs
Design WhatsApp Business operation with AI
Complete map of how WhatsApp Business should work in your business with AI and human review.
94
Leadership and strategy
Annual strategic plan
12-month plan with objectives, priorities, and review.
95
Leadership and strategy
SWOT analysis
Clear diagnosis of strengths, weaknesses, opportunities, and threats.
96
Leadership and strategy
Make a difficult decision
Clear framework to decide when there are serious doubts.
97
Leadership and strategy
Turn WhatsApp into a sales channel
Commercial plan to use WhatsApp Business as a real lead and closing engine.
98
Leadership and strategy
Expansion plan
Realistic plan to grow into a new market, city or product.
99
Leadership and strategy
Board/team meeting
Effective leadership/team meeting in 60 minutes.
100
Leadership and strategy
Define mission, vision and values
Clear mission, vision and values that inspire the team.
101
Leadership and strategy
360° business diagnosis
A clear picture of how the business is doing.
102
Leadership and strategy
Exit or succession plan
Plan for the business to run without you or to be sold well.
103
Leadership and strategy
Communicate a bad year to the team
Honest and motivating communication after a poor result.
104
Leadership and strategy
Define competitive advantage
Clarity on what makes you unique and defensible in the market.
105
Market & competitors
Audit my local business
Reviews how your business shows up on Google Maps, what your reviews say, and how you compare with nearby businesses.
106
Market & competitors
Competitors near my business
Finds your local competitors on Google Maps and shows who comes up first on Google when people search for your service.
107
Market & competitors
See competitors' ads
Reviews your competitors' public ads and sums up the messages and offers they're using.
108
Market & competitors
Compare prices online
Finds products like yours in online stores in the US, Mexico, Colombia, Chile, Argentina, and Brazil, and builds a price table to compare.
109
Market & competitors
Spot market trends
Compares how much people search for several topics or products on Google and how interest changes over time.
110
Market & competitors
My business's reputation and news
Finds recent news about your business or brand and flags anything that could affect your reputation.
111
Market & competitors
What Google and TerminalSync’s AI say about my business
See how your business appears on Google and what AI-powered answer TerminalSync retrieves when people ask about your business or industry.
112
Market & competitors
Prices on Amazon, Walmart, and eBay
Searches Amazon, Walmart, or eBay for products like yours and builds a table with prices, ratings, and sellers to compare.
113
Market & competitors
What my competitors are hiring for
Searches the job postings from your competitors or your industry and tells you which roles they're hiring for, what salaries they offer when they post them, and what that could say about their plans.
114
Social media & content
What my competitors post on social media
Reviews the public Instagram or Facebook profiles of businesses, brands, or creators in your field and sums up what they post, how often, and what works for them.
115
Social media & content
Which videos work in my niche
Searches YouTube or TikTok for videos on your topic and shows you which ones get the most views and which formats, titles, and topics repeat.
116
Travel & lodging
My Tripadvisor reputation
Reviews how your hotel, restaurant, or tour shows up on Tripadvisor, how you compare with others in your area, and, if they can be read, what your reviews say.
117
Travel & lodging
My Airbnb price vs. the area
Searches Airbnb for stays like yours in your area and for your dates, and tells you whether your nightly price is high, low, or about average.
118
Travel & lodging
How booked up my area is on Airbnb
Checks the calendar of Airbnb stays in your area and tells you what share of the days shows as unavailable, making clear that this includes bookings and dates blocked by the host.
119
Travel & lodging
What my competitors' guests say
Finds the best-rated Airbnb stays in your area, reads their reviews, and tells you what guests value and what they complain about.
120
Continuity
Continue work started on WhatsApp
Pick up what you started discussing on WhatsApp without losing the thread.
121
Continuity
Continue work started on Telegram
Turn a Telegram thread into actionable work.
122
Continuity
Continue research from Chrome
Consolidate what you researched in the browser into a single useful document.
123
Continuity
Turn conversation into tasks
Your conversation is transformed into a list of tasks with owners and dates.
124
Continuity
Turn chat into documentation
A conversation becomes a document that anyone can understand without prior context.
125
Continuity
Recover project context
Get up to speed quickly on a project you paused or are taking over with little information.
126
Continuity
Continue from mobile
What you started on your phone carries over here without losing the thread.
127
Continuity
Continue from desktop
Something you left halfway on another machine continues here without restarting.
128
Continuity
Prepare a quick reply from WhatsApp
A reply ready to copy and send on WhatsApp without sounding improvised.
129
Continuity
Share context with team
A summary that brings your team up to date without having to re-explain everything.