What can Sam do for my business?
- Research prospects that fit the customers described in your Business DNA
- Draft follow-up sequences and proposal outlines
- Create a Google Sheets lead tracker and add approved lead records
- Prepare a sales plan and flag stalled follow-ups or blockers
How does Sam know my business?
Sam works from your Business DNA — SynaBot's shared understanding of what you do, who you serve and how you communicate — so work starts informed instead of from a blank chat box.
Illustrative sample — not customer work
What does a sample from Sam look like?
Prospect research and follow-up pack for a commercial cleaning company
This illustrative sample shows how Sam can turn a target-customer description into a concise lead note and a follow-up draft for human review.
- Prospect fit
- Northside Dental Group operates three local clinics. Its public location pages show extended opening hours, making reliable out-of-hours cleaning a relevant operational need.
- Reason to contact
- The business matches the approved target profile: a multi-site local organization where consistency, documented routines and minimal disruption matter.
- Lead tracker note
- Priority: review. Evidence: three clinic locations and evening opening hours found on the company's public website. Unknown: current cleaning provider and contract renewal date. Do not assume either.
- Gmail draft
- Subject: Cleaning support across your three clinics. Hi [Name], I noticed Northside Dental Group serves patients across three locations, including extended hours. We help local multi-site teams keep cleaning routines consistent without interrupting the working day. Would a short conversation next week be useful?
- Approval needed
- Confirm the prospect is appropriate, verify the contact details and approve saving the message as a Gmail draft. SynaBot cannot send it.
The sample separates verified public facts from unknowns, so a useful lead note does not become a fabricated claim.
How does a typical job with Sam work?
A typical job moves from a clear outcome to prepared work, human approval and a recorded result. Here is one practical walkthrough.
You describe the sales goal
Ask Sam to find a small set of prospects that match the customer profile in your Business DNA.
Sam gathers evidence
He reviews permitted public sources, records why each prospect may fit and labels information that still needs checking.
He prepares the next step
Sam writes a lead note, a personalized follow-up draft and a suggested sequence without claiming facts the evidence does not support.
You approve the records
An owner or admin checks the prospect and sees the exact Credit cost before adding a lead to Sheets or saving a Gmail draft.
Follow-up stays visible
The approved lead and its next action remain in the sales work list, while replies and final sales decisions stay with your team.
Do I stay in control?
Yes. Anything that leaves your business — a Gmail draft, calendar event, Sheets record, Drive document or scheduled post — is shown to an owner or admin with its Credit cost and runs only after approval. Sam does not send email from your Gmail account — SynaBot saves drafts only — and he never contacts prospects without approval. Read more about permissions, safety and security.
How does Sam fit into the AI workforce?
SynaBot's six AI managers coordinate 51 specialist AI workers. Sam leads sales and hands work to specialists or other managers when needed. Other managers: Maya (Marketing Manager), Chloe (Customer Manager), Fiona (Finance Manager), Ava (Office Manager), Henry (People Manager).
How much does it cost?
Sam is included in SynaBot membership: $199 per year per business, with 25 one-time Setup Credits and 50 Included Credits each month. Credits are used only for priced actions. See pricing.