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170 in-home sales calls, recorded in the living room. Here’s what we found in them.We scored 170 in-home sales calls.

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How it works

From Pitch to Grade
In Under 10 Minutes.

Record. Grade. Coach. AdaptClose turns every in-home sales call into a scored playbook review, automatically.

Book a demo → Start a free trial
Step 1

Record

Rep opens AdaptClose on their phone before walking into the appointment. One tap to start recording.

Step 2

Grade

AI scores every step of the call against your rubric the moment the session ends. No manual review.

Step 3

Coach

Manager sees every rep, every session, every score, and knows exactly who to coach and what to fix.

Step 1

One Tap.
The Rest Is Automatic.

Open AdaptClose before you knock. Tap record. Run your pitch exactly as you normally would. Nothing changes about how you sell.

Works on any iOS or Android phone

Records offline, syncs when back on Wi-Fi

No upload, no post-call work required

app.adaptclose.com/record

AdaptClose · recording

Recording in progress

00:23:14 ●

Rep

Jake M.

Rubric

Roofing · v3

Step 2

Grade Lands
Before You Get Home.

The moment the session ends, AdaptClose grades your call against the team rubric. You get a letter grade, a score for each step, and a specific note on what to improve. No waiting for the weekly review.

~8 min

average time to grade

0 hrs

post-call work for you

app.adaptclose.com/sessions
A

Closed · $14,200

Process: 9.1 / 10 · 38 min

Build rapport
9.5
Discovery
9.0
Objection handling
6.5
Close attempt
9.8

Coaching note

Strong open and solid close. Lost ground in objection handling: homeowner raised financing concern twice. Coach on step 4.

Step 1, once

Build Your Rubric.
Grade Every Call After.

Name each step of your sales process, set its weight, and describe what good looks like. Takes 15 minutes. Every session from every rep is graded against it automatically from that point on.

Use our defaults or paste in your own steps, scripts, and price anchors

Run multiple rubrics for different product lines or markets

Edit any time, and future sessions grade against the updated version

Don’t have a rubric yet? Build one in our Playbook Generator →
app.adaptclose.com/rubrics

Rubric builder

Build rapport

Greet by name · acknowledge home

10%

Discovery

7 qualifying questions · pain established

20%

Price anchor first

Full price before financing · no skipping

25%

Objection handling

Acknowledge · reframe · confirm resolution

25%

Close attempt

Explicit ask · confirm decision maker present

20%

Step 2, automatic

Every Session Graded.
Zero Hours From You.

The moment a rep ends a recording, AdaptClose scores it against your rubric. You get a full breakdown (letter grade, step-by-step scores, an AI coaching note) before the rep is back in the office.

~8 min

average time to grade

0 hrs

manager time per session

app.adaptclose.com/sessions/jake-m

Session · Jake M. · Roof replacement

C

Lost · Process: 5.8 / 10

42 min session · graded 8 min ago

AI coaching note

Rapport was strong but discovery ended at 3 questions, so homeowner pain was never established. Price anchor came 11 minutes before the full solution was presented. Coach on steps 2 and 3.

Step 3

Stop Guessing Who
Needs Help. Know.

The team dashboard shows every rep ranked by grade, close rate, and process score. Reps who are slipping get flagged. You walk into Monday huddle with clips, not impressions.

Filter by outcome, grade, or step to find patterns across the team

Share 30-second win clips in the Monday huddle, no re-watching full recordings

Reps who need coaching get flagged automatically, no asking, no follow-up

app.adaptclose.com/dashboard

Team · this week · 8 reps

42 sessions

Close rate

41% ▲4

Avg ticket

$9.2k

Needs coach

3 reps

A
Maria L.

9.4 avg

5 sessions

C
Jake M.

5.8 avg

coach needed

B
Sam T.

7.2 avg

6 sessions

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

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.

Common questions

Everything You’re
Probably Wondering.

Does the homeowner know they’re being recorded?

Yes, and it’s your responsibility to comply with local recording laws. AdaptClose includes a disclosure prompt before every session. Two-party consent states require you to inform the homeowner before recording begins, and we make it easy to do that correctly.

How accurate is the AI grading?

Accuracy depends on rubric quality. The more specific you are about what each step looks like (exact language, cues, sequences), the more precisely the AI grades. Most teams hit consistent grades within the first week of tuning.

What if there’s no cell service at the appointment?

AdaptClose records locally on the device and uploads automatically once the phone reconnects. No session is lost due to connectivity issues.

How long does it take to get the grade?

Most sessions are graded within 10 minutes of ending. Longer sessions (60+ minutes) can take a little more. The rep gets a push notification the moment their grade is ready.

Can I run multiple rubrics for different products or markets?

Yes. You can have unlimited rubrics and assign specific reps to each one. Common use case: one rubric for new construction, one for replacement windows, one for storm damage roofing.

Start Free, or See It Live First.

Try AdaptClose free for 14 days, no card needed, first grade in under 10 minutes. Or book a 20-minute demo and we’ll run it on your product line.

Book a demo → Start a free trial

14-day free trial · $180/rep/mo after · cancel anytime