Sync
You're Too Busy Running the
Business to Follow Up.
Sync is the built-in system that captures every inquiry,
books the consultation, and follows up automatically,
so no lead goes cold waiting on you.
Sync is Short Story Marketing's CRM and follow-up system, set up specifically for your practice. It replaces scattered emails, sticky notes, and forgotten follow-ups with one system that captures inquiries, books appointments, and follows up automatically.
What's Included (Starter Sync)
- Custom intake form built into your website
- Unlimited booking types
- Automated confirmations
- Lead follow-up sequence
- Built-in CRM with pipeline and tags
Grows With You
As your practice grows, Sync expands with you. Add options when you're ready, no need to switch systems later.
- SMS follow-up
- Phone and voicemail tools
- E-signatures
- Newsletters
- Reputation management
Who This Is For
Practices and small businesses that depend on inquiries turning into booked consultations: family-focused practices, consultants, and service providers where a slow or missed follow-up means a lost client.
FAQ
Q: What's the difference between Sync and just using email or a spreadsheet?
A: Email and spreadsheets depend on someone remembering to follow up. Sync follows up automatically the moment an inquiry comes in, then keeps every lead organized in one pipeline instead of scattered across inboxes.
Q: Do I need a new website to use Sync?
A: No. The intake form connects to your current site. A new build isn't required.
Q: What's included in Starter Sync versus the add-ons?
A: Starter Sync covers the intake form, booking, confirmations, follow-up sequence, and CRM. SMS, phone and voicemail tools, e-signatures, newsletters, and reputation management are available as you grow.
Q: How long does it take to get Sync running?
A: Most practices are up and running within a couple of weeks of signing on. We handle the setup and walk you through it.
