Synergy Learning Systems

What Synergy Learning Systems does

Synergy Learning Systems is a sales and communication training company serving primarily the home services industry (HVAC and plumbing) with a stated focus on solving the gap between training and implementation. The company is built around a proprietary '07 Foundations of Effective Communication' framework developed from 30+ years of field experience, and offers training programs across four tracks: Call Center/CSR, Technician, Sales, and Leadership (delivered as certified 7 Habits instruction). Its customer base is anchored by small and mid-market home services operators, with selective enterprise engagements including GE Healthcare (3,000+ salespeople trained in March 2022), Lennox, Daikin, Carrier, and Bryant.

The core technology is a cloud-based interactive virtual training platform delivered via LightspeedVT, containing over 1,000 professionally produced micro-learning video segments with branching interactivities and quizzes, 150+ proprietary scripts, and 100+ role-play videos. The platform pairs with 52 customized weekly Synergy Sessions (45–90 minutes each) and a dedicated Success Partner to sustain engagement throughout a full year. The company is headquartered in Denver, Colorado, founded by Doug Wyatt, and operated as Synergy Incorporated, a privately held entity with no external institutional investment.

The business model combines a recurring subscription ($250/week for the 52-week virtual training program, with annual billing discount), high-touch professional services (private onsite visits at $12,000/day with 3-day minimum, and fractional GM coaching with Doug Wyatt at $2,000/session with 3-session minimum), and public 4-day regional events across four tracks. Go-to-market is sales-led with discovery-call qualification, supported by event-driven demand generation through regional events and a community-led motion via the private 'Synergy Family' business-owner community.

Name

Synergy Learning Systems

Legal name

Synergy Incorporated

Website

https://synergylearningsystems.net

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Synergy Learning Systems is a sales and communication training company built around its proprietary '07 Foundations of Effective Communication' framework, serving primarily small and mid-market HVAC and plumbing businesses with a 52-week virtual training program, private onsite engagements, and founder-led coaching.

Ownership category

akta.pro rank

Product category

Professional Sales and Communication Training

NAICS

Professional and Management Development Training (611430), Professional and Management Development Training (61143), Educational Support Services (61171)

SIC

Services-Educational Services (8200), Services-Management Consulting Services (8742)

akta.pro primary industry

Consultative Selling & Discovery (EDABABAC)

akta.pro secondary industries

Stakeholder, Communication & Change Management (EDABAHAF), Corporate Learning & Training Content Development (EDAGAKAC), Corporate/Professional Public Speaking Training (Presentation Skills) (EDAMAOAJ)

Keywords

• Sales training programs
• Communication training
• Home services training
• Virtual training platform
• Leadership development

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Virtual Training Subscription (Weekly): Access to the full online training platform including 52-week Synergy Sessions, all video content, scripts, and role-play materials, billed weekly at $250/wk with annual billing discount available. This is the primary recurring revenue stream.
2. Private Onsite Training: Doug Wyatt and Synergy team deliver 3 full days of onsite training at $12,000/day (3-day minimum = $36,000 minimum). This is a high-touch, one-time service engagement focused on immediate implementation in the client's business environment.
3. Fractional GM / Private Coaching Sessions: Private 1-on-1 coaching with Doug Wyatt at $2,000/session with a 3-session minimum. These sessions focus entirely on the client's specific business challenges, leadership development, and growth goals.
4. 4-Day Full-Immersion Regional Events: Public multi-day training events offered across four tracks (Call Center, Technician, Sales, Leadership) at regional locations. Pricing is not publicly disclosed on the sourced pages but these events are a distinct revenue stream from the virtual and private programs.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Synergy Learning Systems provides sales and communication training services for home services businesses and enterprise organizations, built around the proprietary 07 Foundations of Effective Communication framework. Its core offerings include a 52-week virtual training subscription delivered via LightspeedVT, 3-day private onsite training engagements, and 1-on-1 Fractional GM coaching sessions with founder Doug Wyatt, all centered on driving revenue growth, team accountability, and customer communication in HVAC, plumbing, and related trades.

Product overview

Synergy Learning Systems is a sales and communication training company built around the proprietary 07 Foundations of Effective Communication framework. The company offers three primary engagement formats: Virtual Training (52-week structured online program at $250/week with weekly live sessions and dedicated Success Partner), Private Onsite Visit (3-day minimum intensive at $12,000/day for hands-on implementation), and Fractional GM (1-on-1 coaching with Doug Wyatt at $2,000/session). Training programs are delivered across four specializations—CSR/Call Center, Technician, Sales, and Leadership (7 Habits)—each incorporating the core framework, role-play practice, and proprietary scripts. The ecosystem includes Synergy Sessions (52 customized weekly meeting templates), the LightspeedVT-powered training portal, and supporting methodologies like R.A.R².E Listening and the Synergy 5-Part Closing Sequence. Founded by Doug Wyatt, the company targets home services businesses (HVAC, plumbing, electrical) and has served clients ranging from small operators to enterprise organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtual Training (52-Week Program) 52-week structured online training program turning communication into a repeatable, revenue-driving process for home services teams. Includes weekly live role-play sessions, full proprietary workbook access, proven communication frameworks, and a dedicated Success Partner for accountability. Access via LightspeedVT at $250/week with annual billing discount.
• Private Onsite Visit 3-day minimum intensive on-site training where Doug Wyatt and team deliver hands-on coaching in the client's actual business environment, focused on real-world implementation of the 07 Foundations framework with live role-play and leadership sessions. Priced at $12,000/day with 3-day minimum.
• Fractional GM Coaching Private 1-on-1 executive coaching sessions with Doug Wyatt focused on the client's specific business challenges and high-level growth objectives. Priced at $2,000/session with a 3-session minimum. Limited availability requires application.
• 4-Day Full-Immersion Regional Events Public multi-day training events offered at regional locations across North America in four tracks (Call Center, Technician, Sales, Leadership). Function as both an entry point for prospects and a demand-generation channel. Pricing not publicly disclosed.
• Synergy Call Center (CSR) Training Training program for call center professionals and customer service representatives focusing on inbound call handling, empathic listening, value building, scheduling visits, securing diagnostic investments, qualifying leads, addressing objections, and coordinating with field technicians.
• Synergy Tech Training Professional technician training program covering mindset development, communication skills, call processes from arrival through diagnosis, accessory sales, club memberships, repair vs. replace discussions, and professional order-asking techniques for HVAC and plumbing field technicians.
• Synergy Sales Training Comprehensive sales training program covering mindset, servitude, effective listening, Wordsmithing processes, and systematic sales techniques that can be duplicated. Includes role-play videos and audio materials for ongoing skill development.
• 7 Habits Leadership Training Certified instruction in Stephen Covey's 'The 7 Habits of Highly Effective People' framework, focusing on proactive leadership, prioritization, win-win thinking, empathic listening, synergy, and continuous self-renewal for individual and team effectiveness.

Quantifiable outcome

• 10-12% increase in conversion rate and $850,000+ in additional annual revenue for a mid-size plumbing company (Happy Pipes Plumbing)
• +6 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• LightspeedVTcoreTechnology or IntegrationLightspeedVT is the technology platform powering Synergy Learning Systems' online training portal. All virtual training content (1,000+ micro-learning videos, role-play exercises, Synergy Sessions, quizzes) is delivered through the LightspeedVT platform. Users access their training accounts via https://synergylearningsys.lightspeedvt.com/. The partnership is foundational to Synergy's virtual training delivery.

Scale indicators9 records

Recent moves6 records

Expansion highlights12 records

Broad incumbents

• Franklin Covey: Global leadership and performance training company (The 7 Habits). Doug Wyatt is a certified Franklin Covey instructor and licenses the 7 Habits program as part of Synergy's leadership track, making Franklin Covey a partner/incumbent in the same leadership-training category.
• Sandler Training: Large, established global sales training franchise with a structured curriculum and authorized training centers. Comparable in sales methodology, training delivery, and high-ticket coaching economics, but serves all verticals rather than specializing in the trades.
• Dale Carnegie Training: Long-established global sales and leadership training provider with instructor-led delivery and franchise model. Comparable delivery format (instructor-led workshops, customized training) and price tier, though broader in vertical focus.

Others

• ServiceTitan: Leading software platform for residential and commercial service businesses (HVAC, plumbing, electrical). Not a direct training peer, but operates in the same contractor ecosystem and represents an enablement/technology layer that trades businesses buy alongside training.
• Contractor Appointments / HVAC.com: Lead generation and marketing services provider for HVAC and home services contractors. Adjacent ecosystem player serving the same trades customer base that Synergy trains, enabling potential partnership or referral flows.

Direct peers

• Jordan Belfort (Straight Line System): High-ticket sales training program (originally for verticals like real estate and B2B) built around a branded founder methodology. Comparable founder-led, methodology-centric training model and premium coaching economics.
• Service Nation Alliance: Membership organization and education network for residential service contractors (HVAC, plumbing, electrical) that delivers peer-vetted vendor solutions and training events. Directly comparable to Synergy's contractor community and event-driven GTM, and Synergy itself won a 'Most Value To Your Business' award from this network in 2023.
• EGIA (Energy Group International Alliance): Contractor alliance offering education, training, and vendor discounts to HVAC and home services companies. Comparable target buyer (independent HVAC/plumbing owners) and overlapping training/program offerings across sales, leadership, and operations.
• Nexstar Network: Membership and business coaching network for residential service contractors (plumbing, HVAC, electrical). Comparable customer base, peer-coaching model, and focus on operational and sales best practices for the trades.
• Breakthrough Academy (Chet Holmes / Tony Robbins): Business coaching and training program specifically built for contractors and home service businesses. Closely comparable in customer profile (trades owners), high-ticket coaching format ($2K+ per engagement), and founder-led content delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/synergylearningsystemsinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergy Learning Systems