What does SalesAsk report on?

SalesAsk reports 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.

Where do the numbers come from?

Every recorded appointment is transcribed and scored against the sales steps your company already teaches. The reporting is built from those scores, so it reflects your process rather than a generic template.

Can I see how one rep is performing?

Yes. Each rep has their own view showing which steps they hit, which they miss, and how that tracks against their close rate over time.

Can I compare reps against each other?

Yes. Reps can 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.

Does the reporting connect to our CRM?

Yes. SalesAsk integrates with ServiceTitan, Jobber, Housecall Pro, Salesforce, HubSpot, Builder Prime and Zoom, so performance ties back to the jobs already recorded in your system.

Do I have to listen to recordings to use the reporting?

No. The point of the reporting is that a manager gets the answer from the numbers first, and only opens a recording when they want to hear the moment behind it.

Can we score against our own sales process?

Yes. The scorecard is built from the steps your company already teaches, so the adherence number means something to your managers and to your reps.

Who can see the reporting?

Managers see their team and the org rollup. Reps see their own scorecard and the coaching written for them, so the feedback reaches the person who can act on it.

How long does setup take?

Most customers are fully set up in under two hours. Book a demo and we will walk you through the reporting on your own sales steps.

Analytics and reporting

Every answer about your sales team, without digging through recordings.

Q: Can I see trends for a whole team?

Yes. Team views show how adherence and close rate move over time, so you can tell whether a coaching push actually changed behavior.

Adherence, close rate and rep by rep performance roll up to the whole org and tie back to the jobs and revenue in your CRM.

Adherence scored on your own sales steps
Rep, team and org views from one dataset
Tied back to the jobs and revenue in your CRM

A process step impact table across 1,284 meetings on the HVAC protocol, comparing won and lost meetings for each step: identify pain points 78 against 24, financing before the total 72 against 29, confirm the decision maker 63 against 41, and define success criteria 35 against 68.

Home Remodelers

+26%

Close rate increase

How they did it

Home Builders

Faster ramp for new reps

How they did it

Home Remodelers

$1.7M

Added in six months

How they did it

A manager should not have to open twenty recordings to find out which step the team keeps missing.

See your own numbers. We'll walk you through the reporting and show you how SalesAsk scores your reps against your own sales steps.

Book a demo

What the reporting answers for a sales manager

Five views built from the same scored data, from one rep up to the whole company.

How it works

Adherence

Adherence to the steps you already teach

Every appointment is scored against your own sales process, so adherence is a number a manager can act on.

Step by step hit and miss
Scored on your own sales steps

Ranking

Rep by rep performance, side by side

See who follows the process, who closes, and where the gap between those two sits for each rep.

Ranked on adherence and close rate
Open any rep from the list

Trends

Team trends over weeks, not gut feel

Watch adherence and close rate move over time, so you can tell whether a coaching push actually changed anything.

Trends by team and by step
Before and after a coaching push

CRM insights

Performance tied back to the jobs in your CRM

Scores sit next to the jobs and revenue already recorded in ServiceTitan, Jobber, Housecall Pro, Salesforce and HubSpot.

ServiceTitan, Jobber, Housecall Pro
Salesforce, HubSpot, Builder Prime

Reports

The rollup a manager reads on Monday

Adherence, close rate and rep performance in one view, so the answer arrives without opening a single recording.

One view for rep, team and org
Answers first, recordings only if needed

A process heatmap of reps against process steps, with a percentage in every cell: decision maker present, scope walked first, financing offered, objection answered, next step booked, warranty explained and referral asked for, plus a team average column.

An analytics view filtered to the last 30 days and one roofing process, showing 148 meetings, 46 minute average length, 64 percent average talk ratio and 1.2 second average patience, above a ranked bar chart of six named reps.

Process score and close rate plotted over twelve weeks for Cedar Bend Roofing, process score now 84 per cent and close rate 38 per cent, with week 5 annotated as the week the process was rolled out and the close rate following three weeks later.

A CRM insights chart headed Visits linked to the CRM, by territory, with a bar for each territory: Upstate 96 percent, Midlands 82, Lowcountry 91, Charlotte metro 99, Coastal 61 and new crews 72.

A Report schedule form with frequency set to weekly, delivery time 9 AM, a recording count field and a start date, with a Save schedule button and the next send shown as Monday 9 AM.

The people who use SalesAsk,
in their own words.

Owners, presidents and sales managers across home services, remodeling and home building.

Customer Stories

“A huge increase in closing percentages. A huge increase in retention. The whole business is better.”

Ian Foltz

Vice President, American Remodelers

How Boa Builders Trades Sales "Guesswork" for AI Precision

Wendi Gechter

Owner, Boa Builders

“I was completely blind when it came to training my team and building their skills.”

William Wright

Owner, Kitchen Tune-Up East Seattle

“Being able to pinpoint the exact moments where reps were losing deals was a game-changer. We replicated our top performer’s closing techniques on home additions and saw immediate improvement.”

Nick Karrandjas

Sales Lead, Ottawa General Contractors

How OGC speeds up material selections with SalesAsk

Athena

Material Selection Coordinator, Ottawa General Contractors

“The ability to help our techs level up is what makes SalesAsk amazing. It’s essentially a coach in their pocket, providing live feedback that I’ve seen work in real-time.”

Patrick Somers

Owner/Operator, Call The General

How Taylor Morrison Lifted Conversions with SalesAsk.

Austin Lanford

Sales Manager, Taylor Morrison

“That third-party coaching they’re getting is really making a difference, helping them refine their approach and refine their presentation skills without needing to pull in myself or their direct manager quite so often.”

Monica Lewis

President, J.S. Brown & Co.

“It has allowed us to develop our people faster, hold them accountable, and deliver a better experience for our customers.”

Micah Hébert

Sales Manager, General Air Conditioning & Plumbing

“Sales Ask helped grow our average ticket from $17K to $27K. It showed us how to sell the transformation and value of a Parliament Kitchen, not just the product itself.”

Chris McClelland

Owner, Parliament Kitchens