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AI coaching for in-person sales

Close more.
Stop guessing.

Sign up, record, and see the grade within 15 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.

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14 days free, then $120/rep/mo Month-to-month Graded within 15 min
9:41

SESSION GRADE

Peterson
Roof replacement

A

Closed · $14,200

Process: 9.1 / 10

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

The problem

A $300B industry coaches on vibes.

You can’t be in the truck with every rep every day. Memory is a liar. Good pitches drift. Without evidence from the appointment, managers coach on vibes.

$300B

In-home services sold each year in the US: roofing, HVAC, windows, solar.

3.2M

Field reps pitching in kitchens and living rooms, alone.

1x

Typical monthly ride along for reps who need daily feedback.

42%

Average close rate gap between top reps and bottom reps at the same company.

How it works

Built to fit your pitch, not fight it.

Join in seconds, no password

A text invite, a one-time code, and you’re in. No password to set, no app account to create.

One tap from the driveway

One-tap recording that works offline: queues in basements and dead zones, uploads on WiFi. 5-second outcome tag when you’re done.

A score that shows its work

The grade breaks down by every step of your pitch and names the one you skip. Never a number you can’t question.

The Board

Teammates pin the best moments, the crew upvotes, and you run the Huddle. A team-curated highlight board no competitor ships.

Adapt AI

Ask your calls anything, right in the app: “pull every sub-60 call last week.” Same scope-enforced data as the MCP.

Listen in, live

Tune into a rep’s appointment in flight, about 10 seconds behind, right in the browser. The ride-along you can’t physically do.

A closer look

The pieces that do the work.

Coaching notes pinned to the transcript.

Managers leave timestamped feedback on every recorded session from the web dashboard, pinned to the exact moment in the transcript that triggered it. Reps see the note attached to the line, not buried in an email reply chain.

  • Coach asynchronously from the web, no in-truck ride-along required
  • Every note is anchored to its timestamp in the transcript
  • Notes flow into the rep’s coaching brief automatically
app.adaptclose.com/sessions/peterson

SESSION TRANSCRIPT · PETERSON

Roof replacement · closed $14,200

12:08

Rep: So how long have you been thinking about replacing the roof?

18:42

Rep: The Premier package runs around $14,200 installed.

M

Marcus · coaching note

Nice anchor at full price first. Try a 2-second pause here next time. It lets the number land before financing.

22:55

Homeowner: I’d need to talk it over with my wife first.

M

Marcus · coaching note

Surface this in discovery next time: “Who else is part of this decision?” before pricing.

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, tied to timestamps

Ready to send · 3 emails

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 →

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%

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
  • Heatmap of weakest dimensions across the team
  • 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

Process · team heatmap

Rapport 96 92 88 81 90 Discovery 78 85 82 89 80 Anchor 54 48 71 52 68 Close 88 73 90 79 83
Anchor is the weak link this week: 4 of 5 teams below 70.

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 15 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 $120/mo
10-rep team / year $42,000+ $42,000+ $14,400. $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

Pricing

A fraction of the cost. Live within 15 minutes.

SMB owners told us the same three things: too expensive, no weeks to onboard, and stats that don’t help reps close. AdaptClose is priced and shipped for the way you actually buy software.

Grow

$120 per rep / month
Unlimited recordings
Full team dashboard
Custom rubric
Priority email support
Cancel anytime
Start a free trial →

Enterprise

Custom 50+ reps
Everything in Grow
White-labeled
Dedicated CSM
SSO + SCIM
Custom integrations
Talk to sales

Ready to stop guessing?

Sign up in 2 minutes. Record your first session. See the grade. Then decide.

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14-day free trial ยท $120/rep/mo after ยท graded in 15 min