Capability 02 · Coaching
Every in-home call coached. Every rep growing.
We listen to every recorded sales appointment, score it, and tell each rep exactly where the deal slipped — and where they nailed it. Owners get a weekly team scorecard.
One of the AI systems we build.
Why this matters
Sales coaching is the highest-ROI investment a contracting business can make — but it's the first thing that gets squeezed out. The owner is running the company, the sales manager has six reps and a quota, and nobody has time to listen to every appointment recording. So reps get vibes-based feedback once a quarter, repeat the same mistakes, and the deals that should have closed keep walking out the door. AI changes the math: every appointment gets coached, every rep gets specific actionable feedback, and the owner gets a single weekly scorecard.
What the system does
Everything this capability ships with.
Listens to every recorded appointment
Audio uploads from phone apps, dash cams, or dedicated recorders — accepted in any format and processed automatically.
Transcribes with speaker labels
Full transcript distinguishing rep from homeowner. Searchable, exportable, attached to the deal record in your CRM.
Scores 8-12 dimensions per call
Rapport, needs discovery, presentation, objection handling, close — calibrated to your sales methodology.
Flags the moments deals pivoted
Timestamped feedback on the 1-3 specific moments in each call where rapport broke, objections weren't handled, or the close was rushed.
Coaches each rep personally
Each rep gets a Monday morning email: their week's calls scored, their wins highlighted, their development areas with concrete moments to study.
Rolls up to the owner weekly
Single team scorecard: ranked rep performance, recurring drop-off themes, deals at risk that need attention.
What coaching looks like for a single appointment
James, a 6-month rep, runs an in-home appointment Tuesday afternoon. He records the call on the company app. By Wednesday morning the AI has done its work.
James taps record at the start of the appointment. Recording uploads to the system when he gets back to his truck.
James opens his email: full transcript, scores across 10 dimensions, three timestamped moments of feedback ("at 14:23 the homeowner mentioned budget concerns and you skipped past it — try acknowledging next time").
Owner opens a weekly rollup: James, Tasha, and Marcus scored side-by-side. Tasha had the strongest week. Marcus dropped 8 points on objection handling.
Owner schedules a 15-min touch with Marcus on objections. James and Tasha got actionable feedback without the owner spending a minute in playback.
Three reps, fifteen appointments, ten hours of recorded calls — all coached without you spending a minute in the playback.
Captures audio from however you already record
Recording happens with whatever tool your team uses today. We take it from there and feed insights into your existing systems.
What you get with setup
Questions
What contractors ask about this capability.
Does this require my reps to do anything new?
One new habit: hit record at the start of every appointment. After that, the system handles ingestion, scoring, and coaching automatically. Most teams adopt the habit in week one.
What if a rep doesn't want their calls reviewed?
That's a culture conversation, not a tech one — and a fair concern. Lead with: this is for growth, not compliance. The owner gets a rollup but individual coaching emails go directly to the rep. Most teams find it reduces pressure because feedback gets specific instead of "close more."
How does it handle non-English-speaking homeowners?
Transcription supports 30+ languages including Spanish. Scoring rubrics work in English by default; we can build Spanish-language scoring as a custom add-on.
Can it spot when a rep is pressuring or making false claims?
Yes — it flags pressure tactics, false claims, and behaviors that violate your script or training. Most owners use this to coach away from coercive behavior, not to punish reps.
How long do you keep the recordings?
Audio files are deleted after transcription unless you opt to keep them. Transcripts and scores stay in your dashboard indefinitely for trend analysis.
Let's talk.
30 minutes to walk through your operation and tell you honestly which capabilities would move the needle — and which wouldn't. Half end with us saying "not yet."
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