Can we record treatment consultations?

Recording rules differ by state, and because a consult involves a patient's health information most practices tell the patient up front, get consent, and treat the recording the way they treat any other patient record. SalesAsk gives you the tools to notify and to control who can listen. Check the approach with your compliance lead before rollout, and ask us how recordings are stored and who can access them.

How will treatment coordinators react to being recorded?

Some hesitation at the start is normal. Your best coordinators usually come around fastest once their consults become the training material for the rest of the team. Newer coordinators tend to be the most receptive, because they hear how an experienced coordinator walks a patient through phasing and the fee instead of guessing. The focus is coaching, not surveillance, and most teams see it that way within a few weeks.

How does it work in the consult room?

The coordinator taps record on the phone or tablet already on the desk and SalesAsk hears the whole consult. Coach Dean scores the conversation against your own steps: was the plan explained in phases, was the fee tied to the outcome the patient wants, was financing offered, was the person who pays in the room. Office managers see where each coordinator goes off process without sitting in a single consult.

How long does setup take?

Most customers are fully set up in under two hours. Coordinators record from the phone or tablet they already use, so there is no hardware to buy and nothing to install in the operatory. Book a demo and we will walk you through it.

Does SalesAsk connect to our practice management system?

Summaries, action items and next steps from each recorded consult can sync to HubSpot or Salesforce today. Tell us which practice management system your locations run and we will confirm the integration path before you commit.

Coach every treatment consult, not only the ones you sit in on.

AI coaching for the conversation that decides whether a patient accepts treatment. SalesAsk records the consult, scores it against your own steps, and gives the treatment coordinator specific feedback the same day.

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10X

Average time saved by managers

+37%

Boost in case
acceptance

Treatment coordinator at a consult desk walking a seated patient through a treatment plan on a tablet.

Dentist in a modern operatory explaining an x-ray on a wall monitor to a seated patient.

Front desk coordinator on the phone in a bright dental office.

TRUSTED BY TOP DENTAL CLINICS

The problem you can't fix because you can't hear it

The roofing sale isn't made on the roof. It's made in the kitchen, at the table, while your estimator is showing photos on a tablet and the homeowner is staring at a number. Twenty minutes of conversation decides whether the proposal gets signed tonight, slow-rolled for three weeks, or bid out to two competitors.

Your estimator says they handled the insurance question. They say they mentioned financing. They say the homeowner is "thinking about it." None of that is checkable. The proposal goes out, the deal slips, and you don't know if it was the price, the financing line, the timeline, or the fact that the spouse never spoke during the visit.

Sales Managers can't ride along on every estimate. The actual close rate is being set at kitchen tables you'll never sit at.

Objection missed

No follow-up sent

Financing not mentioned

Objection missed

No follow-up sent

Financing not mentioned

Stop wasting expensive roofing leads

Stop wasting expensive leads and start booking inspections. You invest heavily in Google Ads, LSA, and canvassing, but SalesAsk shows exactly why leads don’t convert by recording and analyzing every conversation. See where reps are slow to respond or fail to qualify, so you can turn wasted spend into signed contracts.

Clone your top closer and get out of the weeds. Instead of jumping into every deal, our AI highlights the exact talk tracks used by your 40% closers and applies them across your team. Every homeowner hears a clear, trusted message, and you run the business on systems, not constant involvement.

The consult you never hear is the one setting your case acceptance

Treatment is not accepted at the front desk. It is accepted or declined in the consult room, in the ten minutes after the dentist steps out and the treatment coordinator walks the patient through the plan and the fee.

Your coordinator says the patient understood the phasing. They say financing was offered. None of that is checkable. The plan goes unsigned and you do not know whether it was the fee, the timeline, or the spouse who pays was never in the room.

An office manager cannot sit in every consult. Across twenty locations, the acceptance rate is being set in rooms nobody from leadership will ever be in.

The SalesAsk recordings list: 184 visits captured this week from iPhone, Apple Watch and desktop calls, each row showing its source, length, status and score, with one visit recording live on a phone.

The SalesAsk team coaching view: a rep table with visits, notes and scores, a coaching thread about holding the price, a clip playlist assigned to five reps, and a breakdown of where the crew is weak.

Stop losing accepted cases between the consult and the schedule

You spend on new patient marketing and the case stalls at the coordinator's desk. SalesAsk records and analyzes every consult so you can see exactly where plans die: the fee presented before the outcome, the phasing never offered, the follow up that never happened.

Clone your best coordinator. The AI finds the talk tracks your highest acceptance coordinators actually use, from how they present phasing to how they handle 'I need to think about it', and turns them into coaching for every coordinator in every location.

Conversations drive revenue predictability.

Every appointment, recorded.

From the phone already in the rep's pocket.

Every step, scored.

Against the sales process you already teach.

Every rep, coached the same day.

Coach Dean writes it up and your CRM fills itself in.

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One platform. Every conversation.

Real-time AI coaching for the conversations that determine your revenue

How it works

RECORDING

Capture Every Conversation

One tap on iPhone, iPad, or Apple Watch. Works offline anywhere.

INTELLIGENCE

Coach & score every rep.

CoachDean grades your playbook and writes feedback before the next visit.

GROWTH

Onboard, coach, and reinforce.

Auto-CRM updates, drafted follow-ups, and sales insights, no more typing notes.

RECORDING

Capture Every Conversation

Field-grade audio, zero setup, works offline, live recording and nudge when arriving.

INTELLIGENCE

Clear the path to a "Yes"

Live nudges at the door and intelligent feedback before they are back in the truck.

GROWTH

Onboard, coach, and reinforce.

Readiness you can measure and results you can prove over and over. At every buying stage.

Explore our complete
growth effectiveness platform.

Get reps up to speed fast and keep them sharp for the long haul.

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CoachDean

The AI agent that reviews every consult, scores every step, and coaches every treatment coordinator automatically.

AI Sales Coaching

Live nudges during the consult. Specific feedback before the coordinator's next patient.

AI Roleplays

Coordinators practice real patient scenarios, scored on the same steps used in live consults.

You cannot coach what you never heard. Every patient consult, on record and scored.

See it in action. We will show you how SalesAsk scores your treatment coordinators against your own consult steps.

Book a demo

Trusted by teams like yours

revenue growth
with Sales Ask

"Scaling our practice sessions with instant feedback loops has acted as a force multiplier for onboarding, significantly accelerating our reps' time-to-proficiency. We went from a 10% case acceptance rate to 40% using SalesAsk"

Gareth Walsh

Chief Growth & Marketing Officer

10X

Average time
savings for managers

+37%

Boost in case
acceptance

Scale practice without increasing risk.

SOC 2 Certified

SalesAsk is SOC 2 Type II certified. All conversation data is encrypted in transit and at rest. Your data is never used to train models for other companies.

Recording Compliance

Built-in consent tools for all 50 US states, including two-party consent states. Legal compliance is handled automatically so your team stays focused on selling.