AdaptClose FAQ

AdaptClose is AI sales coaching software for in-home sales teams in home services. Reps record each appointment on their phone. AdaptClose scores it against the company’s own sales playbook and tells the rep what to fix before the next appointment.

AdaptClose is built for sales teams that sell in the home: roofing, windows and doors, solar, HVAC, flooring and pest control. It works for any trade where a rep sits down with a homeowner. Teams of 3 to 30 reps get the most from it, and there is no minimum.

AdaptClose scores every appointment against your playbook. Upload the training PDF you already use and AdaptClose turns each step into something it can score. You can also start from the AdaptClose Standard, a seven-step rubric, or a framework based on SPIN, MEDDIC, Challenger or Sandler. See custom playbooks.

Yes. In door-to-door mode, one recording covers the whole shift. The rep taps Start door and End door at each house. Every door is scored and tagged scheduled, lead, callback, not interested or no decision.

AdaptClose costs $180 per rep per month, billed month to month. Billed annually, it is $144 per rep per month ($1,728 per rep per year). There is no setup fee. See pricing.

No. AdaptClose is month to month with no minimum number of reps. Cancel at the end of any month. Annual billing is optional.

No. Recording, scoring, live listen, photo capture, checklists, door-to-door mode and roleplay practice are all in the one plan.

No. AdaptClose is month to month, so you can cancel after the first month. To see it first, book a 30-minute demo on a real in-home appointment. The roleplay tool is free to try with no signup.

About 15 minutes. A manager picks or uploads a playbook and invites reps by text. Reps join with a one-time code, with no password and no IT work. Most teams score their first appointment the same day.

Only their phone. There is no headset, dialer or laptop. The AdaptClose app records the appointment.

Yes. The app records with no signal and uploads the recording when the phone is back online.

Usually within 10 minutes of the appointment ending. Most reps see it before they reach their next appointment.

Every score carries the quote from the appointment behind it. A low score on a step shows the words the rep said, or the step they skipped.

English. AdaptClose records, transcribes and scores appointments held in English.

AdaptClose drafts three emails: a recap for the homeowner, a coaching brief for the manager and a coaching pass for the rep. Each one sends with one tap.

Yes. With live listen, a manager hears the appointment about 10 seconds behind, sees photos as the rep takes them and sees where every rep is on a map.

No. Keep ride-alongs for new reps. AdaptClose covers every appointment a manager can’t attend, which is most of them.

Yes. The free roleplay tool lets a rep practice the pitch out loud against an AI homeowner for roofing, windows, HVAC, solar or flooring. The first two minutes need no signup.

It depends on the state. Some states require everyone in the conversation to agree to the recording. Most teams have the rep say it at the start of the visit. Read the AdaptClose recording consent page and check with your attorney for each state you sell in.

You do. AdaptClose does not own your recordings. The recording consent page explains who is responsible for consent, and the subprocessors page lists every service that processes your data.

Yes. Reps attach photos and video to a recording, up to 10 photos each, and say or type what each one shows. Photos, the recording and the score sit on one customer record.

No. AdaptClose sits beside your CRM and covers what it can’t: what was said in the home. Each account connects to one CRM.

AdaptClose connects to HighLevel and Salesforce, one per account. Scored appointments and stage notes go to the CRM record. See integrations for the current list.

AdaptClose publishes its price, $180 per rep per month, and runs month to month with no seat minimum or setup fee. Rilla and Siro quote by contract, usually annual. AdaptClose also keeps photos and live listen in the same plan. See Rilla vs AdaptClose and Siro vs AdaptClose.