Your Dedicated Partner 
In Business Transformation

Predictable Appointments. Scalable Revenue. Energy Savings That Matter.

Who We Are

Legacy Synergy Solutions, LLC is a Texas-based company operating in Austin and Dallas, founded to solve one major problem:
businesses and homeowners need reliable, cost-effective solutions—not guesswork.

Our company operates with a lean, scalable structure that combines:

High-volume appointment setting
Digital marketing optimization
CRM and sales automation
Solar consulting and system design

This allows us to generate strong results while maintaining low overhead and high efficiency.

Meet The Team

Services

High-volume appointment setting

Digital marketing optimization

CRM and sales automation

Solar consulting and system design

Community Impact

Client Acquisition &
Sales Support

We help businesses generate consistent, qualified appointments using proven marketing funnels and trained virtual assistants.

Our services include:

Appointment
Setting

At Legacy Synergy Solutions, LLC, our Appointment Setting Service is designed to help businesses scale without the stress, wasted ad spend, or inconsistent results that come from trying to manage lead generation in-house.

Inbound Lead Management

Legacy manages your inbound leads from first contact to booked appointment—so no opportunity is missed. Every lead is immediately captured, organized, and routed through our system for fast follow-up and qualification.

Digital Marketing

We design and manage high-intent digital advertising campaigns that attract prospects actively looking for your services. Our ad strategies are built to generate quality leads, not just clicks.

CRM Setup & KPI Tracking

Legacy Synergy Solutions sets up and customizes your CRM to create full visibility into your sales pipeline. We don’t just install software—we build a system that tracks performance and drives better decision-making.

Sales Funnel Design &
Optimization

We build and optimize sales funnels that guide prospects from first interaction to closed deal. Each funnel is designed to remove friction, improve trust, and increase conversion at every stage.

Close Support For High-Value Opportunities

For high-ticket products and services, Legacy Synergy Solutions provides expert closing support to help you maximize revenue from qualified prospects.