01
Get more customers
Create a sales proposal
Generates a professional proposal ready to send to a client.
Back to home183 use cases · 14 categories
Practical ideas to move your business forward
Explore 183 TerminalSync use cases across 14 business categories. Open an example and download TS to put it to work.
183 cases
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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
Get more customers
Create a product and a payment link in Stripe
Prepares a product with its price and a payment link in Stripe, and creates it only when you confirm.
12
Get more customers
Stalled deals in my HubSpot CRM
Finds HubSpot deals that have gone days without activity and tells you which ones to follow up on first.
13
Get more customers
Log a note and a task on a HubSpot contact
Saves what you discussed with a customer as a note in HubSpot and creates the follow-up task, with your confirmation.
14
Get more customers
Stalled deals on my monday.com sales board
Reviews your sales board in monday.com and tells you which deals have been stuck the longest in each stage.
15
Get more customers
Add a lead to my monday.com board
Prepares a new lead with its details and adds it to your monday.com board only when you confirm.
16
Get more customers
Generate a one-time scheduling link in Calendly
Creates a one-time Calendly link for a prospect and drafts the message to send it, with your confirmation.
17
Marketing
Create Meta Ads campaign
Complete campaign with copies, targeting and ad structure.
18
Marketing
Write a landing page
Complete structure and text for a high-converting landing page.
19
Marketing
Create social media content
Plan of 10 posts ready to publish over the next two weeks.
20
Marketing
Quarterly marketing plan
90-day plan with objectives, channels, actions and metrics.
21
Marketing
Write newsletter email
Engaging newsletter with a subject line that invites opens.
22
Marketing
Create brand strategy
Clear brand identity: mission, tone, positioning.
23
Marketing
Analyze competitors
Clear diagnosis of competitors and opportunities to differentiate yourself.
24
Marketing
Create script for short video
Script for Reels, TikTok or YouTube Shorts that hook in 3 seconds.
25
Marketing
Create SEO strategy
Clear plan to appear on Google when your customers search.
26
Marketing
Launch a new product
30-day launch plan with everything you need.
27
Marketing
This month's leads and where they came from (HubSpot)
Lists this month's new contacts in HubSpot, which source they came from, and which still have no follow-up.
28
Marketing
Results of my email campaigns in Klaviyo
Reviews how your campaigns and flows performed in Klaviyo and tells you which to repeat and which to improve.
29
Marketing
Create a draft promotional campaign in Klaviyo
Writes the email for your promotion and sets up the campaign in Klaviyo as a draft, without sending it, with your confirmation.
30
Marketing
Find my designs and brand assets in Canva
Searches your Canva for the design you edited recently or a campaign's materials, so you don't lose time.
31
Marketing
Create a social media post in Canva
Proposes the text and design for a post about your promotion and generates it in Canva only when you confirm.
32
Marketing
How much did I spend on ads this week? (Meta Ads)
Reads this week's spend and performance for your Facebook and Instagram campaigns and explains it simply.
33
Marketing
Compare my ad campaigns for the last month (Meta Ads)
Compares your campaigns for the last month by cost per click and reach, so you can decide which to review.
34
Marketing
Page-two keywords on Google (Ahrefs)
Finds with Ahrefs the searches where your site ranks on page two, the quick SEO wins.
35
Marketing
Links pointing to my site and how I compare (Ahrefs)
Reviews with Ahrefs who links to you, which links you lost, and how your site stacks up against two competitors.
36
Marketing
Write an article and save it as a draft in WordPress
Writes an article for your blog and saves it as a draft on your WordPress site, without publishing it.
37
Marketing
Publish a WordPress draft I already have ready
Shows the draft you want to publish and publishes it on your site only after your approval.
38
Marketing
Audit the basic SEO of my Webflow site
Reviews your pages and collections in Webflow and lists where descriptions, alt text, or titles are missing.
39
Marketing
Update an item in my Webflow collection
Prepares the change to an article or product in your Webflow CMS and applies it only after your confirmation.
40
Customer support
Respond to a difficult complaint
Empathetic and professional response that calms the customer and proposes a solution.
41
Customer support
Create FAQ for your business
List of frequently asked questions with clear answers.
42
Customer support
Templates for WhatsApp Business
10 ready-to-use response templates to reply quickly and consistently.
43
Customer support
Handle customers via WhatsApp Business
Clear flow to respond, prioritize and escalate conversations via WhatsApp.
44
Customer support
Post-sale support via WhatsApp
Post-sale journey that reduces friction and improves the customer experience.
45
Customer support
Return policy
Clear policy that protects the business and the customer.
46
Customer support
Customer satisfaction survey
Short, well-designed survey to measure and improve.
47
Customer support
Customer service manual
Guide so your team serves customers as well as you do.
48
Customer support
Apology for a serious error
Apology message that regains the customer's trust.
49
Customer support
Ask for a testimonial from a happy customer
Message that gets real testimonials without sounding forced.
50
Customer support
Win back a lost customer
Message for customers who stopped buying to invite them back.
51
Customer support
Document the support procedure
Step-by-step process to respond quickly and consistently.
52
Customer support
Did this order's payment come through? (Mercado Pago)
Checks a specific payment or order in Mercado Pago and drafts the reply for your customer.
53
Customer support
Look up a customer and their latest invoices in Stripe
Finds a customer by email and summarizes their latest invoices and payments so you can help them quickly.
54
Operations
Document a process
Step-by-step process documented so anyone can execute it.
55
Operations
Create SOP (Standard Operating Procedure)
Professional SOP that any new employee can follow.
56
Operations
Optimize operating costs
Expense diagnosis with recommendations to reduce costs without affecting quality.
57
Operations
Continuous improvement plan
Quarterly plan to improve a specific operational area.
58
Operations
Checklist
Clear checklist that ensures nothing is forgotten.
59
Operations
Operations manual
Master manual of how your company operates.
60
Operations
Improve delivery times
Clear plan to deliver faster without losing quality.
61
Operations
Evaluate a supplier
Framework to choose or renegotiate with suppliers objectively.
62
Operations
Contingency Plan
What to do when something critical fails in operations.
63
Operations
Simple Internal Audit
Clear diagnosis of what works, what doesn't, and where to start improving.
64
Operations
Review my inventory and balances in Siigo
Reads your product catalog in Siigo and tells you what is running low and which prices you have set up.
65
Operations
My pending tasks for the week in Asana
Lists the tasks you still have to finish this week in Asana and helps you order them by priority.
66
Operations
Create a task in an Asana project
Prepares a task with all its details and creates it in Asana only after your confirmation.
67
Operations
This week's tasks and who owns them in ClickUp
Lists the tasks due this week in your ClickUp workspace and who is responsible for each.
68
Operations
Create a follow-up task in ClickUp
Prepares the task with its list and date, and creates it in ClickUp only after your confirmation.
69
Operations
Search my Notion for what we decided on a topic
Searches your Notion workspace for everything written about a topic and summarizes what was decided.
70
Operations
Save meeting notes as a page in Notion
Turns your notes into minutes with agreements and tasks, and saves them to Notion only when you confirm.
71
Operations
Summary of a Slack channel with open tasks
Reads the latest messages in a Slack channel and gives you a summary with decisions and open items.
72
Operations
Post an update for the team in Slack
Drafts the announcement for your team and posts it in the Slack channel only after your approval.
73
Operations
My next openings and appointments in Calendly
Checks your Calendly and tells you your first open slots and what appointments you have booked.
74
Human Resources
Write Job Posting
Job posting that attracts the right candidates.
75
Human Resources
Interview Script
Structured interview that uncovers the real candidate.
76
Human Resources
New Employee Onboarding Plan
First month planned so the new employee integrates quickly.
77
Human Resources
Performance Evaluation
Fair evaluation that motivates and guides the employee.
78
Human Resources
Respectful Termination Letter
Conversation and letter that close a chapter with dignity.
79
Human Resources
Team Incentive Plan
Fair and motivating bonus system.
80
Human Resources
Welcome handbook
Culture, values and rules handbook that any new employee understands.
81
Human Resources
Difficult feedback meeting
A constructive conversation that improves performance without causing harm.
82
Human Resources
Employee engagement survey
A short survey that detects issues before they escalate.
83
Human Resources
Career plan
Clear growth path to retain talent.
84
Human Resources
Next payroll and pay dates in Gusto
Checks in Gusto when your next payroll is, the period it covers, and recent history.
85
Finance
Cash flow analysis
Clear diagnosis of your cash flow with early warnings.
86
Finance
Annual budget
A realistic budget that can be met and measured.
87
Finance
Profitability analysis by product
Discover which products make you money and which make you lose it.
88
Finance
Plan to reduce overdue receivables
Clear strategy to collect what is owed to you.
89
Finance
Calculate break-even point
How many units or how much money you need to avoid losing money.
90
Finance
Evaluate an investment
Informed decision about whether a new investment is worth it.
91
Finance
Monthly financial report
Clear executive report to review the business in 10 minutes.
92
Finance
Plan to obtain financing
Strategy to access credit or investment.
93
Finance
Adjust prices
Strategy to raise prices without losing customers.
94
Finance
Detect money leaks
Diagnosis of where the business is losing money.
95
Finance
How much did I invoice this month in Siigo?
Reads your sales invoices in Siigo and summarizes how much you invoiced this month and to which customers.
96
Finance
Create a sales invoice in Siigo
Prepares an invoice in Siigo with the details you give and registers it only after you confirm.
97
Finance
Pending payments this week in Mercado Pago
Searches your recent payments in Mercado Pago and tells you which ones are still pending or were rejected.
98
Finance
Reconcile my orders with Mercado Pago payments
Matches a list of orders with the payments that appear in Mercado Pago and flags the ones that don't match.
99
Finance
Active subscriptions and monthly revenue in Stripe
Counts your active subscriptions in Stripe and calculates how much monthly recurring revenue they represent.
100
Finance
Overdue invoices and who owes me in Xero
Reads your invoices in Xero and tells you who owes you money, how much, and for how many days.
101
Finance
Prepare a draft invoice in Xero
Puts together a draft invoice in Xero for you to review, without sending it or collecting payment.
102
Finance
Where is my company spending? Top vendors in Ramp
Analyzes the quarter's spend in Ramp and shows you the vendors and categories where the money goes.
103
Finance
Fill in memos and categories on expenses in Ramp
Finds the last few weeks' expenses with no memo or category and proposes how to complete them; it saves the changes only if you confirm.
104
Finance
Contractor payments this quarter in Gusto
Adds up what you paid each contractor in Gusto during the quarter, useful to review with your accountant.
105
Legal
Service agreement
Draft of a professional contract ready to review with a lawyer.
106
Legal
Privacy policy
Clear and professional privacy policy for your website.
107
Legal
Terms and Conditions
Professional T&Cs that protect your business.
108
Legal
Formal demand letter (pre-litigation)
Formal letter that precedes legal action.
109
Legal
Non-disclosure Agreement (NDA)
NDA ready to sign with partners, suppliers, or employees.
110
Legal
Response to legal complaint
Formal, professional response to a legal claim.
111
Legal
Data usage policy
Internal policy that protects customer information.
112
Legal
No-objection/authorization letter
Formal no-objection letter for use of image, content, or references.
113
Legal
Partnership agreement
Draft partnership agreement that prevents future conflicts.
114
Legal
Company internal regulations
Regulations that establish clear workplace rules.
115
Legal
Summarize a PDF contract and find the key clauses
Opens a PDF contract, summarizes what matters, and flags deadlines, payments, and cancellation terms, with the page of each.
116
Legal
Highlight the important clauses in a PDF and save a copy
Highlights the clauses you care about in your PDF and saves an annotated copy, without touching the original.
117
Email
Product Description That Sells
Copy that turns visitors into buyers.
118
Email
Optimize Checkout Page
Concrete recommendations to reduce cart abandonment.
119
Email
Cross-sell and Up-sell Strategy
Plan to sell more to each customer.
120
Email
Abandoned Cart Email
Sequence of 3 emails to recover lost carts.
121
Email
New Product Launch
Complete plan to launch a new product in your store.
122
Email
Analysis of Top Products
Identify which products make you the most profit.
123
Email
Loyalty Program
Rewards system that brings customers back.
124
Email
Reviews and Testimonials for Product
Strategy to get real reviews that boost sales.
125
Email
Shipping strategy
Shipping policy that protects margins and satisfies customers.
126
Email
End-of-month promotion
Promotion that moves sales without eroding margin.
127
Email
Today's sales in Square
Reviews the payments that came in today in Square and gives you the total and the items that moved the most.
128
Email
Add an item to the Square catalog
Prepares a new item for your Square catalog and creates it only after your confirmation.
129
Email
Low-stock products in Airtable
Searches your Airtable base for products that are running out and builds a summary for reordering.
130
Email
Mark an order as shipped in Airtable
Finds the order in your Airtable base and updates its status to shipped only when you confirm.
131
Programs
Automate repetitive task
Automation that saves hours weekly.
132
Programs
Create a database for your business
Simple database to organize customers, sales or inventory.
133
Programs
Connect two tools (integration)
Integration between apps so information flows automatically.
134
Programs
Debug — what to do if something doesn't work
Clear diagnosis of why a system or process is failing.
135
Programs
Create internal dashboard
Simple dashboard to see the business at a glance.
136
Programs
Create web form
Form that captures organized customer information.
137
Programs
Migrate from Excel to a system
Plan to move from Excel to a more professional tool.
138
Programs
Professional spreadsheet template
Ready-to-use spreadsheet with formulas and clean design.
139
Programs
Data backup and security
Clear plan to avoid losing critical business information.
140
Programs
Simple chatbot for WhatsApp/web
Chatbot that answers basic questions and frees up time.
141
Programs
Design WhatsApp Business operation with AI
Complete map of how WhatsApp Business should work in your business with AI and human review.
142
Leadership and strategy
Annual strategic plan
12-month plan with objectives, priorities, and review.
143
Leadership and strategy
SWOT analysis
Clear diagnosis of strengths, weaknesses, opportunities, and threats.
144
Leadership and strategy
Make a difficult decision
Clear framework to decide when there are serious doubts.
145
Leadership and strategy
Turn WhatsApp into a sales channel
Commercial plan to use WhatsApp Business as a real lead and closing engine.
146
Leadership and strategy
Expansion plan
Realistic plan to grow into a new market, city or product.
147
Leadership and strategy
Board/team meeting
Effective leadership/team meeting in 60 minutes.
148
Leadership and strategy
Define mission, vision and values
Clear mission, vision and values that inspire the team.
149
Leadership and strategy
360° business diagnosis
A clear picture of how the business is doing.
150
Leadership and strategy
Exit or succession plan
Plan for the business to run without you or to be sold well.
151
Leadership and strategy
Communicate a bad year to the team
Honest and motivating communication after a poor result.
152
Leadership and strategy
Define competitive advantage
Clarity on what makes you unique and defensible in the market.
153
Leadership and strategy
How many users signed up this week? (PostHog)
Queries PostHog and tells you how many people signed up, day by day, and which errors affected the most users.
154
Leadership and strategy
Launch a new feature to 20% of users (PostHog)
Prepares a feature flag in PostHog to try something new with part of your users, with your confirmation.
155
Leadership and strategy
Research a market topic with sources (Exa)
Searches the web for recent, credible articles on a topic in your industry and summarizes what matters for your business.
156
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.
157
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.
158
Market & competitors
See competitors' ads
Reviews your competitors' public ads and sums up the messages and offers they're using.
159
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.
160
Market & competitors
Spot market trends
Compares how much people search for several topics or products on Google and how interest changes over time.
161
Market & competitors
My business's reputation and news
Finds recent news about your business or brand and flags anything that could affect your reputation.
162
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.
163
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.
164
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.
165
Market & competitors
Research a company before a meeting (Exa)
Searches the web for current information about a company — what it does, who runs it, and recent news — so you arrive prepared.
166
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.
167
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.
168
Social media & content
Where can I post? Check my Facebook and Instagram
Lists your connected Facebook pages and Instagram accounts and tells you whether they are ready to post.
169
Social media & content
Post a photo with a caption on Instagram and Facebook
Writes the text for your post, shows you how it will look, and posts only when you approve.
170
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.
171
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.
172
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.
173
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.
174
Continuity
Continue work started on WhatsApp
Pick up what you started discussing on WhatsApp without losing the thread.
175
Continuity
Continue work started on Telegram
Turn a Telegram thread into actionable work.
176
Continuity
Continue research from Chrome
Consolidate what you researched in the browser into a single useful document.
177
Continuity
Turn conversation into tasks
Your conversation is transformed into a list of tasks with owners and dates.
178
Continuity
Turn chat into documentation
A conversation becomes a document that anyone can understand without prior context.
179
Continuity
Recover project context
Get up to speed quickly on a project you paused or are taking over with little information.
180
Continuity
Continue from mobile
What you started on your phone carries over here without losing the thread.
181
Continuity
Continue from desktop
Something you left halfway on another machine continues here without restarting.
182
Continuity
Prepare a quick reply from WhatsApp
A reply ready to copy and send on WhatsApp without sounding improvised.
183
Continuity
Share context with team
A summary that brings your team up to date without having to re-explain everything.