For Professional Services Firms

Amplify your expertise. Keep it yours.

A 12-month peer mastermind for owners of professional services firms. Find the leaks and gaps in your business, then use AI safely to close them, guided by the Insight 360 process and facilitated by J.B. Herrera.

Book a Conversation How It Works

The Real Problem

Every firm has leaks and gaps. AI amplifies both.

Professional services firms sell three things: expertise, time, and trust. Leaks and gaps quietly wear down all three.

Leaks

Value you've already earned that slips away, because a process isn't consistent.

Follow-up depends on who remembersWarm leads and open questions go cold.
Every client gets a different experienceOnboarding and delivery change from one client to the next.
Scope creep goes unbilledExtra work slips out the door without a conversation.
Client data lands in public AI toolsConfidential details get pasted in without a second thought.

Gaps

Value you never get to build, because part of the business isn't being addressed at all.

Values and vision aren't written downSo it's easy to say yes to the wrong work.
Income is tied to hoursNothing grows unless you're in the room.
Your best thinking lives in your headYour methods can't be shared, taught, or scaled.
No rules for how your firm uses AISo people either avoid it or use it in risky ways.

Automate a leak, and you leak faster. Automate inside a gap, and you build the wrong thing quickly. That's why this mastermind starts with alignment, not tools.

Take the free Leak & Gap Scan About 5 minutes. See your leaks and gaps on one web.

The Path

360 days. Three phases. One aligned business.

The mastermind follows Insight 360, the same process Synergi AI uses with its clients. Each phase runs about 120 days.

Align 120°

Names your gaps

Values, vision & mission
Business fundamentals
Team skills audit
Brand review
Company alignment

Strategize 120°

Designs out your leaks

Technology & AI audit
Market analysis & fit
Business processes
First principles thinking
Department goals (OKRs)

Execute 120°

Puts AI to work, safely

Marketing
Sales
Finance
Operations
Business review

Safe by Design

AI that follows your rules

You decide how AI shows up in your firm. Before you automate anything, you'll set the rules it has to live by.

Bright lines

The things your AI will never do, such as sharing client stories or speaking for you without review.

Guardrails

Practical controls, tuned to your values, that keep AI work on track and on brand.

A glass box

No black boxes. You can see how your AI reaches its answers, and a human makes the final call.

How It Works

A small room. A steady rhythm.

Each session pairs one Insight 360 module with one member's real business challenge.

About 8 per room

Owners of professional services firms

Every 2 weeks

90-minute live sessions

Module + Spotlight

One lesson, one member's real challenge

Rolling entry

Join at a phase gate, starting with an Align Sprint

Mixed by design

Each room brings together different kinds of firms: agencies, PR firms, bookkeepers, coaches, speakers, and more. A bookkeeper spots what an agency owner misses. And because rooms mix industries, you're unlikely to sit across from a direct competitor.

Facilitated by J.B. Herrera

Founder & CEO of Synergi AI, and the architect of the Insight 360 process.

Who It's For

Built for firms that sell expertise

Every professional services firm has its own version of leaks and gaps. Start with the page closest to yours.

Speakers & Coaches

Grow your reach with AI that sounds like you, and protect the stories and frameworks your clients trust you with.

See the speakers & coaches page →

Agencies, PR firms, bookkeepers & more

Industry pages are on the way. Every room is open to owners of professional services firms today.

Book a conversation →

Questions

Before you book

Do I need to be technical?

No. The mastermind is about running a better business. We start with your values and strategy, and only then decide where AI fits.

How long is the commitment?

Twelve months, which covers all three Insight 360 phases. We meet every two weeks for 90 minutes.

Can I join partway through the year?

Yes. New members join at a phase gate and start with an Align Sprint, so they're ready to work alongside the rest of the room.

What does it cost?

We'll walk through the investment, and the Founding Member benefits, on a short call. That way we can first make sure the room is a good fit for you.