Sales automation

Every appointment writes its own follow-up, so your reps can keep selling.

The recording becomes the summary, the action items, the next steps, the CRM notes and a drafted follow-up. Your rep taps record, finishes the appointment, and the paperwork is already written.

  • Summary and action items written from the real conversation
  • Notes and deal stage pushed to the CRM you already use
  • A personalized follow-up drafted before the rep leaves the driveway
A phone lock screen at the customer's address showing a SalesAsk prompt to start recording the Sherrard roof estimate, with a context brief underneath recalling the hail damage, the pending insurance and the budget being raised twice.
Home Builders
3X

Faster ramp for new reps

How they did it
HVAC, Plumbing & Electrical
100%

Technicians using Coach Dean daily

How they did it
Home Remodelers
+26%

Close rate increase

How they did it

Your reps were hired to sell, not to write up what just happened.

See it in action. We'll walk you through SalesAsk and show you how it scores your reps against your own sales steps.

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What SalesAsk writes for the rep after the appointment

Five pieces of follow-up work, all drafted from the recording before the rep opens a laptop.

How it works
Summaries
Every appointment comes back as a written summary

SalesAsk reads the transcript and writes what was discussed, what the customer asked for and what was agreed.

  • Written from the real conversation
  • Ready minutes after the rep leaves
Action items
The commitments made in the room become a list

Every promise the rep made and everything the customer asked for is pulled out as an action item with an owner and a date.

  • Owner and timing on every item
  • Nothing left to the rep's memory
CRM notes
Notes and deal stage written into your CRM

The summary, the notes and the stage change land on the right job in ServiceTitan, Jobber, Housecall Pro, Salesforce or HubSpot.

  • ServiceTitan, Jobber, Housecall Pro
  • Salesforce, HubSpot, Builder Prime
Next steps
The next action on every open deal, set from the visit

SalesAsk writes the next action onto the record in your CRM, taken from what the customer asked for and when they said they would decide.

  • A next action on every open deal
  • Based on the conversation, not a template
Follow-ups
A personalized follow-up already drafted

The follow-up references the options, the pricing and the worries the customer raised, so the rep reviews it instead of writing it.

  • Written from what the customer asked for
  • Rep reviews and sends in a minute
An AI summary of one appointment on the rep's phone, listing the client information it pulled out: contact, location, spouse and area, with the scope section beginning underneath.
A Game plan for the Sherrard residence, three of six done, listing the moves left to win the deal: send the roof plan, log the visit, price the skylight flashing by Friday, call after the adjuster visit and hold the crew slot, each with an owner or a reminder.
A CRM opportunity record marked auto-filled, with amount $23,900, next step call Friday after adjuster, activity recording linked and stage proposal sent, written from what was said on the visit.
A CRM account record for Cedar Bend Roofing with the next action set to Friday, price the skylight, four visits written back this week, open pipeline of $486,200 and an average process score of 72.
A drafted follow-up email to the homeowner in full, four sentences covering the price, the option discussed on the visit and the crew slot being held, with the subject line and recipient filled in.

The people who use SalesAsk,
in their own words.

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

Customer Stories
Ian Foltz, Vice President of American Remodelers, in his SalesAsk customer video

“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 of Boa Builders

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

Nick Karrandjas, Sales Lead at Ottawa General Contractors, in his SalesAsk customer video

“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

Athena, Material Selection Coordinator at Ottawa General Contractors, in her SalesAsk customer video

How OGC speeds up material selections with SalesAsk

Athena

Material Selection Coordinator, Ottawa General Contractors

Patrick Somers of General Air Conditioning and Plumbing in his SalesAsk customer video

“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

Austin Lanford, Sales Manager at Taylor Morrison, in his SalesAsk customer video

How Taylor Morrison Lifted Conversions with SalesAsk.

Austin Lanford

Sales Manager, Taylor Morrison

Monica Lewis, President of J.S. Brown and Co., in her SalesAsk customer video

“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

Chris McClelland, Owner of Parliament Kitchens, in his SalesAsk customer video

“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

Albert Ornelas, Sales Rep at Ulrich Lifestyle, in his SalesAsk customer video

From unrecorded meetings to clear coaching with SalesAsk

Albert Ornelas

Sales Rep, Ulrich Lifestyle

“It allows me to focus on growing other parts of my business while knowing exactly how my sales team is performing.”

Jorge Valencia, Owner of Kitchen Tune-Up Beach, NY

Jorge Valencia

Owner of Kitchen Tune-Up Beach, NY

The work after the appointment is where deals quietly go cold.

Your reps, selling.

Phone recording icon

Not typing up what just happened.

Your CRM, current.

Scorecard checklist icon

Notes and deal stages written the same day.

Your follow-up, personal.

Coaching feedback icon

Drafted from what the customer actually said.

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Frequently asked questions

View all FAQs
What does SalesAsk automate after an appointment?
Does the rep still review the follow-up before it goes out?
Which CRMs do the notes and deal stages sync to?
How is this different from a generic AI note taker?
How long does it take before the summary is ready?

Start closing more deals, without hiring more reps

See exactly what’s holding your team back and fix it fast.

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