How Boa Builders Trades Sales "Guesswork" for AI Precision

Boa Builders is a residential home builder in Grand Junction, Colorado, focused on high-performance Epcon communities.

The Challenge: "We Were Flying Blind"

Before SalesAsk, Owner Wendi Gechter faced a major hurdle: a total lack of insight into what was actually happening in the field.

• The "Guesswork" Gap: Without recordings, coaching was based on memory and guesstimates.
• The Recall Crisis: Sales Consultant Abby Schaefer noted that with 5–6 appointments a day, remembering specific client details from one conversation to the next was "a little bit hard."
• The Information Loss: Transitioning clients during employee turnover meant losing years of context.

The Solution: Concrete Insight with "Coach Dean"

Boa Builders integrated SalesAsk to capture every interaction, from in-person site visits to phone calls.

• "Game Film" for Sales: Moving beyond "just guessing" to having actual recordings to review and learn from.
• Instant Action Items: After every call, the team receives automated summaries and "Action Items," ensuring no detail—like the names of family members or specific objections—falls through the cracks.
• Personalized AI Mentorship: Using Coach Dean to draft follow-up emails and plan for the next meeting based on exactly what the client said.

The Results

• 100% Sales Visibility: Eliminated "flying blind" by moving from zero interaction data to full visibility of all in-person meetings and phone calls.
• Optimized High-Volume Workflows: Streamlined the process for consultants managing 5–6 high-stakes appointments per day, ensuring no lead is neglected.
• Total Data Recall: Achieved 100% accuracy in capturing "micro-details"—like family names and specific buyer objections—that are critical for high-performance home sales.
• Accelerated Training Cycles: Scaled coaching "much faster" by using Coach Dean to provide instant feedback to reps on their talk-to-listen ratios and question quality.
• Elite Support Response: Reduced technical support wait times to under 60 minutes, keeping the sales team moving without downtime.
• Strategic Cost Efficiency: Provided a specialized, high-ROI alternative to Rilla that is specifically aligned with the needs of small-to-mid-sized builders.