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AI coaching for in-person sales

Close More.
Stop Guessing.

Sign up, record, and see the grade within 5 minutes. No demo, no IT, no password to set. Built for SMB home-services teams whose budgets and calendars don’t fit a $3k/seat enterprise rollout.

14 days free, then $180/rep/mo Month-to-month Graded within 5 min

AdaptClose

Dashboard Team Recordings Board

Dashboard

All teams · this week

PB

PROCESS

87 ▲4

RECORDINGS

142 ▲18

BEST DIM.

Build rapport

94

WORST DIM.

Anchor on price

62

Process score · last 14 weeks

Rep performance

MRMarcus R. 92
JTJess T. 81
DLDevin L. 64
9:41

SESSION GRADE

Peterson
Roof Replacement

A

Closed · $14,200

Process: 9.1 / 10

Build rapport
Discovery
Close
Built for WINDOWS · DOORS ROOFING HVAC FLOORING SOLAR PEST CONTROL

How it works

Record, Grade, Coach. In That Order.

You tap record before you knock. Your grade is waiting before you’re back on the road. You get better from what actually happened. Not what you remember.

Every Call Graded. Every Rep Coached.

Get eyes on every appointment without a single ride-along. Set the standard once, and every call measures against it.

Step 1 · Record

Tap Once in the Driveway

Open AdaptClose and tap record before you knock, then sell exactly how you always have. It captures the whole appointment offline and uploads the second you have Wi-Fi.

Step 2 · Grade

Get Your Score Before You’re Home

A letter grade, a score for every step, and the one step to fix, waiting in about five minutes. No holding out for the Monday review to hear how you did.

Step 3 · Improve

See Exactly What to Fix

The grade names the step you skipped and links the exact moment in the recording, so your next pitch fixes the one thing that cost you.

Learn more →

Step 1 · Set up

Build Your Playbook Once

Name each step of your process and what good looks like, in about fifteen minutes. Every rep’s call grades against it from then on.

Step 2 · Grade

Grade Every Call Automatically

The moment a rep ends a recording, it scores against your playbook: a letter grade, a score for every step, and the step they skipped. Zero hours from you.

Step 3 · Coach

Coach on Evidence

See who to sit with and which step to fix, every score backed by the rep’s exact quote and the moment in the recording it came from.

Learn more →

A closer look

The Pieces That Do the Work.

For reps

Three Emails. One Tap. Sent Before the Next Door.

AdaptClose turns the call transcript into a polished homeowner recap, a coaching brief for the manager, and a coaching note for the rep. Review, edit if you want, send all three with one tap before driving to the next appointment.

  • Customer recap reads as a real note from the rep, no marketing chrome
  • Manager brief lands the moment the rep stops recording
  • Rep coaching note: two fixes and a keep, mapped to the dimensions you graded

RECORDING · THE HENDERSONS

3 emails drafted from this recording

draft
H

To homeowner · l.henderson@…

Recap and next steps from our visit · The Hendersons

M

To manager · marcus.manager@…

[92 · Closed] Marcus → The Hendersons

To rep · marcus@…

Nice close: two fixes and a keep

Send all 3 →

For managers

Your Sales Process. Your Grade.

Drop in your own playbook in plain English (opener, discovery, anchor, presentation, close) and AdaptClose grades every call against it. Or start from our home-services defaults and edit from there.

  • Bring your own rubric in 5 minutes, no engineering
  • Weight each step by what actually closes for you
  • Version, A/B test, and roll out to the whole team
app.adaptclose.com/rubrics

RUBRIC

Roofing playbook · v3

Saved
01

Build rapport

Mention the lemon tree, ask about the family

15%
02

Discovery (7Q)

Cover all seven before pitching

20%
03

Anchor on price

Editing: list price BEFORE discount

25%
04

Present solution

3 options, good/better/best

20%
05

Ask for the close

Direct, no soft language

20%

For managers

All Your Reps. One Screen. One Week.

See who’s recording, who’s closing, and which step of your process is the weak link this week. Click into any session to land on the moment the deal turned.

  • Process scores broken down per team and per rep
  • The weakest step surfaced for each rep, week over week
  • Filter by deal status, industry, or ticket size
app.adaptclose.com/dashboard

Dashboard · week of Apr 21

all teams · 14 reps

135

recordings

47%

close rate

8.4

avg process

14/14

reps recording

Reps · sorted by process score

Jake M. 12 recordings 8.9
Sara T. weak step: Anchor 7.4
Devon R. weak step: Anchor 6.8
Anchor is the weak step this week: 9 of 14 reps below 70.

For reps

Photos & Video, Pinned to the Recording.

The roof, the panel, the water damage they quoted off of. Reps add up to ten photos or a quick 15-second clip from their phone, attached straight to the sales recording. The call and what the rep saw finally live in one place, no group texts or shared drives.

  • Up to 10 photos and 5 short videos per recording, from the camera roll
  • Every photo and clip sits on the appointment it came from
  • Private to your company, ready for coaching, proof, and win/loss review
app.adaptclose.com/recordings/4821

RECORDING · JAKE M.

Roof replacement · closed $14,200

A · Closed

Photos & video

0:12
+3
7 photos + 1 video, added by Jake at the appointment

For reps & managers

Ask Across Every Call You’ve Recorded.

Adapt AI answers questions across your whole recording library and shows the calls it pulled from. Ask which reps fumble financing or what your closers say on price, and get the answer with the receipts, plus a chart you can drop into Monday’s huddle.

  • Answers cite the exact calls and moments they came from
  • Search the transcript of every call from one box
  • Get charts and tables back instead of a wall of text
app.adaptclose.com/ask

Which reps are weakest on price anchoring this month?

Three reps sit below 65 on Anchor on price. Devon R. is lowest, 61 across 9 calls.

ANCHOR ON PRICE · AVG SCORE

Devon 61
Sara 64
Jake 89
Devon · Miller call Devon · Ruiz call +7 calls

For managers

Listen In While the Appointment Is Happening.

Open any in-progress appointment from the web and hear it live, right as your rep is at the kitchen table. Drop into the deals that matter without sitting in the truck, and roll straight into the graded recording the second it ends.

  • Live listen-in to any appointment in progress, from the web
  • No ride-along to schedule and no drive time
  • Flows into the graded recording when the call ends
app.adaptclose.com/live
LIVE 18:42 elapsed

Devon R. · The Millers

Roof replacement · appointment in progress

Listen live

Why we win

Built for the Other 95%.

SMB home-services owners run on tight budgets and tighter calendars. Siro and Rilla are priced and onboarded for enterprise: annual contracts, 20-seat minimums, multi-week rollouts. That doesn’t fit how an owner-operator actually buys software. We built the opposite.

  Siro Rilla AdaptClose
Built for Mid-market & enterprise Enterprise home-services SMB home-services. The other 95%.
Time to first grade Demo + sales-led rollout Months Within 5 minutes. Sign up, record, grade.
Onboarding Book-a-demo. CSM-led. $10k+ setup fee Self-serve. No call required.
Contract Annual, seat minimums Annual, 20+ seats Month-to-month. Cancel anytime.
Price per rep Undisclosed $3,000+/yr $180/mo
10-rep team / year $42,000+ $42,000+ $21,600. $0 setup.
Methodology playbooks Generic transcript Generic transcript SPIN, MEDDIC, Challenger & Sandler, ready to edit
Team highlight board Not built in Not built in The Board: pin, upvote, Huddle
Notes → customer & manager emails Not built in Not built in One-tap recap to both

From the blog

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