Frequently asked questions

SalesAsk is SOC 2 compliant. Recordings, transcripts and coaching scores are held under that program.

Recording laws vary by state, and in most states one-party consent applies. We provide state-by-state guidelines and consent language templates, and many teams add a simple disclosure to their intake process.

Some hesitation is normal. Top performers may be skeptical at first, then come round once they see it sharpen a pitch that already works and lets them show the team how they sell. Mid-level reps’ concerns usually fade once the coaching is aimed at them. New reps are the most receptive, because it helps them learn the ropes quickly.

That is the fear teams bring from tools built for managers to watch game film. SalesAsk gives the rep private, constructive feedback they can use to hit their bonuses. When reps see their close rates move, they stop seeing it as a monitor and start using it as a coach.

The rep first. Coaching lands as the rep's own note, so they can fix a specific moment themselves. With self coaching the feedback is private to the rep by default. With team coaching, managers see every rep against your steps, and they keep the scorecard, the team view and the trend across reps either way.

Yes. Everything SalesAsk writes is a draft. The rep reads the follow-up, edits anything they want to change and sends it. Nothing is sent to a customer automatically.

We learn your process first. Whether or not you have a written script, we study your team’s successful calls to find the patterns that lead to wins. The AI then produces insights for your company, the questions, objections and techniques that move your close rate, and makes it simple to coach each rep on them.

Most reps miss upsells because they lose track of the process under pressure. The AI finds the hinge moments in the conversation. If a rep skips the financing options or never mentions a premium warranty, Coach Dean flags it and gives the rep a specific plan for the next call. Users see an average 25% increase in ticket size within the first 60 days.

A mystery shop is one actor, once or twice a year, and someone still has to sit and watch the tape. SalesAsk records every real appointment and scores each one against your own sales steps, so you see how reps handle real buyers every week.

Generic follow-up emails rarely land. SalesAsk reminds the rep exactly what the buyer asked for on the visit, whether that was a specific option, a finish or a financing question, and drafts the follow-up from what was actually said.

Yes. Every visit is graded against the sales steps you already teach, not a generic template, so the score means something to your team. If you change the process, you change the scorecard, and every appointment after that is graded on the new version.

Book a demo and we will walk you through SalesAsk and show you how it scores your reps against your own sales steps, so you can do your due diligence and make an informed decision.

A ride-along gives you one data point per tech, once or twice a week. SalesAsk captures every real in-home visit, every day, across every truck. It is the difference between a single photo and a live feed.

SalesAsk coaches during the appointment cycle rather than afterwards in a manager review. The rep reads their feedback the same day, so improvement does not wait for a calendar slot to open up.

A note taker gives you a transcript. SalesAsk is built for field sales, so it also scores the appointment against the sales steps your company already teaches and writes the follow-up in the language your team uses.

A written summary, the action items and commitments made, a score against your own sales steps, the agreed next step and a drafted follow-up for the rep to send. Coach Dean adds a strength, a growth area and a next action, and the summary and next steps sync to the right job in your CRM. The rep does not type any of it.

Minutes. The recording is processed as soon as the appointment ends, so the summary, the action items and the drafted follow-up are usually waiting before the rep reaches the next job.

No. SalesAsk runs on the rep's own phone, tablet or watch: iPhone, iPad and Android phones and tablets, plus Apple Watch. There is nothing extra to buy, charge or carry to a job.

SalesAsk isolates the voices in the conversation from background noise, so recordings made in kitchens, on job sites and on busy showroom floors stay clear enough to transcribe and score.

Coach Dean is the AI sales coach built into SalesAsk. It reads the transcript of a real appointment and writes the coaching in plain language, so every rep gets feedback on every appointment instead of only the ones a manager sat in on.

Self coaching means the rep gets feedback on their own appointment without waiting for a manager. Coach Dean reads the transcript, scores it against your sales steps, and writes a strength, a growth area and a next action for the rep.

AI Roleplays let a rep practice the conversation before the appointment. They rehearse against your own sales steps, work through objections on demand, and get scored the same way a real appointment is scored.

A scorecard is your own sales process turned into a checklist. SalesAsk marks which steps the rep hit and which they missed on each appointment, so a score means the same thing to every manager on your team.

Yes to both. Each rep has their own profile showing the steps they hit most and least often, their recent appointments, the coaching they have already been given and how that tracks against their close rate over time. Reps can also be listed side by side on adherence and close rate, so you can see who follows the process, who closes, and where the two do not line up.

A playlist is a saved set of moments from real appointments. Managers build them so a team can hear how a strong opener, a price conversation or a close actually sounds, using their own reps rather than an outside example.

It is everything SalesAsk works out from the appointments your reps already record: the objections that keep coming back, talk ratio, the moments a deal turned, and how all of that changes over time. Every figure traces back to a real transcript you can open and listen to.

It reads every transcript and groups customer pushback into recurring themes such as price, timing, competitors and warranty. You see how often each one comes up and which reps get past it.

Yes. Ask Coach Dean takes a question in plain language, answers it from the transcripts, and links back to the moments it used. You can save prompts so the whole team asks the same question the same way.

Talk ratio is how much of the appointment the rep spoke compared with the customer. Measured across your team, it separates the reps who ask questions from the reps who talk at the customer.

Adherence to your own sales steps, close rate, and rep by rep performance. Those figures roll up from a single appointment to a rep, a team and the whole organization.

From the appointments your reps record on their own phone, tablet or watch. Each one is transcribed and scored against the sales steps your company already teaches. Nothing is typed in by hand and no survey is sent, so the reporting reflects what was actually said rather than what someone remembered afterwards.

Every recorded appointment is scored against your own sales steps and written up by Coach Dean, so each rep gets feedback on every appointment. Your one-on-ones then start from evidence instead of guesswork.

They all start from one recording. A rep taps record, SalesAsk transcribes the visit and scores it against your steps, and the coaching, reporting, CRM notes and follow-up are all built from that one scored visit.

Yes. SalesAsk deploys across every location from day one, with the same scoring, coaching and dashboards, and separate playbooks per trade. Ownership can see per-rep performance across every location in a single view.

HomePlan is part of SalesAsk. After a sales appointment it builds a personalized web page for the homeowner from the recording of that appointment, so everyone in the household sees the same plan.

Every open, click and share comes back to SalesAsk, along with a one-click approval or the reason the homeowner is not ready yet.

Yes. Monthly or annual, your call. Annual is cheaper per rep.

Recording on iPhone, iPad and Android phones and tablets, plus Apple Watch, offline capture, transcripts, AI summaries and Coach Dean. The plans differ in how much of the coaching, the follow-up and the reporting the platform does for you.

Your business coach works with your leadership on the plan: pricing, process and the targets you set together. SalesAsk runs on daily execution, every visit scored and every rep coached before their next appointment. When your coach checks in, they walk in with real data, not gut feel.

Each partner gets a unique link. We also honor warm intros by email or text, as long as we can attribute the deal.

Most customers connect the CRM in under two hours, and reps record their first visits on day one. The full rollout takes 30 days.

Almost none. Reps record on the phone they already carry, and connecting your CRM means signing in with your existing ServiceTitan, Jobber, Housecall Pro or Salesforce login. No developer or API work.

Yes. SalesAsk connects with ServiceTitan, Jobber, Housecall Pro, Salesforce, HubSpot, Builder Prime, JobNimbus and AccuLynx, plus phone systems like Aircall and RingCentral and Zoom. You pick your platform from the integrations menu inside SalesAsk and sign in.

No. You select your platform from the integrations menu and sign in with the credentials you already use. There is no API setup and no downtime, and most integrations take under five minutes.

The summary, notes, next steps and deal stage, written back automatically to the record the visit belongs to. They sit where your team already looks, and nobody has to retype them. Manual rep input is where CRM data usually goes wrong.

Yes. Scores, talk ratio and step by step adherence live in the SalesAsk dashboard, so a manager can review a rep without opening the CRM at all.

Recordings, transcripts and scores stay in SalesAsk. Disconnecting only stops the sync into your CRM.

Yes. You can connect a CRM like Jobber or HubSpot and a phone system like Aircall or RingCentral at the same time.

Contact the SalesAsk team. New integrations are added regularly, and custom connections may be available through SalesAsk MCP.

No. Onboarding is included on every plan.