Bundle 02 · Sales
From booked appointment to signed contract.
Every in-home gets coached. Every proposal ships same-day. Every homeowner stays warm through the entire close. The middle of your sales funnel, automated — without replacing your reps.
What this bundle solves
Reps run dozens of in-home appointments a month, and the typical contractor coaches almost none of them — there isn't time. Proposals often take hours of rep time and ship days late, by which point the homeowner has competing bids in hand. Once a homeowner is in your pipeline, you have a short window to close them. This bundle wins that window for you.
The 3 capabilities in this bundle
Built to work together.
What changes when the three capabilities run together
Every recorded in-home gets scored within hours. Reps get specific, actionable coaching. Same-day proposals reach the homeowner before competitors send theirs. Project communication keeps them engaged through signing. The three capabilities tighten the same window from three different angles.
How a Sales Operation engagement runs
Total timeline: about 3-4 weeks. Sales Call Coach can ship first because it only requires recording infrastructure. Quoting takes the most setup because we model your pricing rules. Project Comms goes live last because it depends on your CRM milestone tracking being correct.
Discovery — your sales process, your pricing rules, your CRM milestone setup. Audit existing rep recordings if any.
AI Sales Call Coach ships first. Custom scoring rubric tuned to your methodology. Reps start getting Monday coaching emails by week 2.
AI-Assisted Quoting. Pricing-rules engine, branded proposal template, mobile rep app for spec entry.
Project Communication. CRM webhook integration, milestone library, brand-voice message templates.
Pricing
Three products at their list prices: AI Sales Call Coach ($3,500 setup + $500/mo) + AI-Assisted Quoting ($4,500 setup + $400/mo) + Project Communication ($1,000 setup + $200/mo). Take all three and the 15% multi-product discount applies to the combined setup. AI-Assisted Quoting carries the most setup work because of pricing-rule modeling complexity — that's reflected in its price. You pick the products you need; we'll give you the exact bundle total quoted on your discovery call, wrapped in the ROI.
See the standard pricing structure →Let's talk.
30 minutes to walk through your operation and tell you honestly whether this bundle is the right starting point for your specific business. Half end with us saying "not yet."
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