Question 1

What is the SalesAsk platform?

Accepted Answer

SalesAsk is one platform with seven parts that all run off the same recorded appointment: Recordings, conversation intelligence, team coaching, self coaching, analytics and reporting, sales automation and HomePlan. You capture the conversation once, then understand it, coach on it, report on it, and let the follow-up write itself.

Question 2

How do the seven parts fit together?

Accepted Answer

They all start from one recording. A rep taps record before the appointment, and SalesAsk transcribes the conversation and scores it against your own sales steps. That single scored appointment is what the coaching, the reporting, the CRM notes and the follow-up are all built from, so nothing has to be re-entered to move from one part to the next.

Question 3

What does a rep have to do differently on an appointment?

Accepted Answer

One tap. Reps open SalesAsk on their iPhone, iPad or Apple Watch and hit record before the conversation starts. There is no hardware to buy, no second device to carry and no manual note taking. The audio engine isolates voice from background noise, so recordings made in kitchens, on job sites and on busy showroom floors stay clear enough to transcribe and score.

Question 4

What is SalesAsk scoring my reps against?

Accepted Answer

Your own sales steps. SalesAsk grades each conversation against the process your company already teaches rather than a generic template, so a score means the same thing for every rep and it measures the thing you already care about. The scorecard marks each step hit and missed.

Question 5

Who is Coach Dean, and who sees the feedback he writes?

Accepted Answer

Coach Dean is the AI coach inside SalesAsk. He reads the transcript of an appointment and writes the strength, the growth area and the next action. In team coaching a manager sees every rep against your own sales steps and can send the clip that closes the gap. In self coaching the same feedback lands as the rep's own note on their own transcript, private to the rep by default, while managers keep the team view.

Question 6

What can I find out across every conversation my team has had?

Accepted Answer

Ask Coach Dean a question in plain language and the answer comes back from the transcripts. Objections are grouped across every appointment so you can see which pushback keeps coming up, talk ratio and meeting length are measured on each one, and every answer links back to the recorded moment a customer actually said it.

Question 7

What does the reporting show a sales manager?

Accepted Answer

Adherence to your own sales steps, close rate and rep by rep performance, rolled up from a single rep to the whole company. You can watch adherence and close rate move over weeks to see whether a coaching push actually changed anything, and the scores sit next to the jobs and revenue already recorded in your CRM.

Question 8

What happens to the follow-up and the CRM after an appointment?

Accepted Answer

The recording becomes the summary, the action items, the next steps, the CRM notes and a drafted follow-up. Notes and deal stage changes land on the right job in ServiceTitan, Jobber, Housecall Pro, Salesforce, HubSpot or Builder Prime, and the rep reviews the drafted follow-up before it is sent. Most of our customers are fully set up in under two hours.

Question 9

What is HomePlan?

Accepted Answer

HomePlan turns a roofing appointment into a personalized plan page for the homeowner, drafted from the recording the rep already made. The plan opens with a recap of what the homeowner said, then covers the roof survey measured from Google Solar imagery, the roof system and the scope of work, and financing terms the homeowner can move. The rep reviews and corrects the plan before anything is sent, and the homeowner gets a link rather than a PDF attachment.

Question 10

Is it legal to record, and how is our data handled?

Accepted Answer

Recording laws vary by location. In most places it is legal to record client conversations for training and quality control, and a few locations have stricter two-party consent laws that require you to notify the client before recording begins. SalesAsk includes built-in consent tools for all 50 US states, including two-party consent states. SalesAsk is SOC 2 Type II certified, conversation data is encrypted in transit and at rest, and your data is never used to train models for other companies.

The SalesAsk platform

HomePlanNew

Recordings

Conversation intelligence

Team coaching

Self coaching

Analytics and reporting

Sales automation

Frequently asked questions

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CoachDean

AI Coaching

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Sales Rep

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