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Only 11% of in-home sales calls got price and the ask right. Here’s where the rest came apart.Only 11% got price and the ask right.

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For sales reps

A Phone in the Pocket.
A Coach in the Truck.

A text invite and a one-time code: no password, no app account to set up. One tap from the driveway records the appointment (it even works offline), you get graded on your process in minutes, and the homeowner recap sends itself before you leave. No manager needed in the truck.

Join in seconds, no password Works offline Recap writes itself
Book a demo → See how it works
9:41
RECORDING Pause

IN SESSION

Recording…

Auto-stop armed

00:23:19

9:41

SESSION SCORE · PETERSON

91

Closed · $14,200

Score 91 / 100

PROCESS

Build rapport

Discovery (7Q)

Anchored on price

Skipped financing

How it works

Three Taps. A Grade in Minutes.

STEP 1

Tap Record.

One tap when you walk up to the door. Keep the app open. Pocket the phone. Talk normally.

STEP 2

Tag the Outcome.

Closed, follow-up, or no sale. Takes five seconds in the truck before you drive away.

STEP 3

We Grade It.

5 to 10 minutes for a 30-min session. You get a push when it’s ready. No need to stare at the screen.

STEP 4

Review and Improve.

See exactly where you won and where you slipped. Trends build after session three.

After the appointment

Notes in the Truck. Emails Before the Next Door.

Reps take notes during the appointment in the AdaptClose app. The moment they stop recording, AdaptClose drafts three emails: a polished recap for the homeowner, a coaching brief for the manager, and a coaching pass for the rep. One tap to send. Nothing to copy-paste.

Recap and next steps from our visit · The Hendersons

M

Marcus Reyes via AdaptClose

to l.henderson@…

10:53 AM

VISIT RECAP · TUE, JUN 23

Thanks for having me out, Linda

Great visiting your home today. I took a close look at the roof and we talked through the stain in the guest room and your options. Reply any time if something looks off.

WHAT WE COVERED

  • 22-year-old 3-tab roof, ceiling stain traced to a failed valley
  • Architectural shingle with a 50-year warranty option
  • Total installed: $12,400, with an estimated 20–30 year lifespan
  • Financing walked through: 0% for 12 months (~$1,033/mo) or about $210/mo over 10 years
  • 10-year workmanship warranty, plus a free gutter guard package if you move forward

NEXT STEPS

M

I’ll handle

→ Send the written quote by Wed EOD
→ Look into local rebates for the new roof
→ Pencil in install for May 12 and confirm with you

[91/100 · Closed] Marcus → The Hendersons · 38 min

AdaptClose <grades@adaptclose.com>

to marcus.manager@…

10:52 AM

AdaptClose MANAGER SUMMARY

TUE · JUN 23 · 2:51 PM · 38 MIN

Marcus closed The Hendersons.

Architectural shingle re-roof with financing. Strong process, with one price anchor to tighten before the next door.

OUTCOME

Closed

Process score 91 / 100 · Likelihood to close ▲

PROCESS

91/100

STEPS HIT

7/7

TALK RATIO

52/48

PROCESS ADHERENCE

Discovery

Customer-led discovery that surfaced the guest-room stain and budget before pitching.

!

Price anchor

Named the $12,400 before fully framing the value. Anchor the number after the warranty story.

Your coaching from the Hendersons call

AdaptClose <grades@adaptclose.com>

to marcus@…

10:52 AM

AdaptClose YOUR COACHING

SESSION · THE HENDERSONS · 38 MIN

Solid work, Marcus.

We pulled the highest-leverage moments from your recording. Read once. Try them tomorrow.

01

COACHING

Name the value story before naming the number

“The Premier package runs about $12,400 installed.”

Try this: Walk the 50-year warranty and the financing first, then land the number, so they’re nodding before they hear the cost.

02

COACHING

Ask for the order once before re-presenting

“So that all makes sense, right? Let me go over it again…”

Try this: After the recap, go quiet and ask for the sign. You closed here. Just get there a beat sooner.

Rilla and Siro will surface the analytics. Only AdaptClose ships the customer-ready follow-up.

Trust the score

A Score That
Shows Its Work.

You’re never handed a number you can’t question. The score breaks down by each step of your pitch, and every coaching tip carries the exact quote and timestamp behind it. One tap jumps you to that second of the audio. Trust the score, then fix the thing.

It names the one step you skip

Instead of a bare “you’re a 78,” you get a Process score and per-dimension adherence that names your weak spot, and what closing the gap is worth.

Every tip ties to the exact quote

See the line that cost you the point, with its timestamp. One tap plays it back.

Your own loop, before the manager opens the app

Personal trends after 3 sessions, your own dashboard, your own WIN and MISS clips.

From the blog

Further Reading

FAQ

Frequently Asked Questions

Do I have to change how I run my appointments?

No. Tap record when you walk up to the door, pocket the phone and sell the way you always do. Take notes in the app if you want. Most reps are used to it within a day or two.

Is this just my manager checking up on me?

It’s how you get credit. Your score shows what you did right, and your wins get clipped and shared with the team. The best reps have the most to gain, because the recording proves their numbers aren’t luck.

What if I’m somewhere with no signal?

The app keeps recording with no signal and uploads when you’re back online.

How fast do I get my score?

Usually within 10 minutes of stopping the recording. You get a push when it’s ready, so you can see it before your next appointment.

What do I have to do after the appointment?

Tag the outcome: closed, follow-up or no sale. It takes five seconds. AdaptClose drafts the homeowner’s recap email for you, so you send it with one tap before you leave the driveway.

Can I practice before a big appointment?

Yes. The free roleplay tool lets you practice the pitch out loud against an AI homeowner who pushes back on price. Pick roofing, windows, HVAC, solar or flooring.

More answers in the AdaptClose FAQ.

Stop Guessing. Start Grading.

Book 30 minutes. See a real appointment graded against your own process. Then decide.

Book a demo →

$180/rep/mo · cancel any time · graded in 5 min