Is it legal to record conversations with clients?

While recording laws vary, in most locations it's legal to record client conversations for training and quality control purposes. However, a few locations have stricter "two-party consent" laws requiring you to notify the client before recording begins. For a full list of these locations and to learn more, see our guidelines.

How will my sales reps react to being recorded?

It's normal for reps to have some initial hesitation. However, with SalesAsk, the focus is on self-improvement and team development, not micromanagement. Top performers may be skeptical at first, but quickly become converts once they see how it helps them refine their pitch even further and how they can show off their skills to the team. Mid-level reps may have some concerns, but these often fade as they see the targeted coaching benefits. New reps tend to be most receptive, as SalesAsk helps them learn the ropes quickly. Within a short time, most reps come to see SalesAsk as a valuable learning tool that helps them close more deals.

How does the AI work for trades sales?

SalesAsk's AI is designed to analyze the specific challenges faced by trades businesses. We learn your process: whether you have a defined sales script or not, we analyze your team's successful calls to identify the patterns that lead to wins. Custom insights: the AI generates insights tailored to your company, focusing on the questions, objections, and communication techniques that impact your close rate. Easy coaching: SalesAsk makes it simple to provide targeted feedback to individual reps, driving improvement across your team.

How long does setup take?

SalesAsk is designed to be up and running quickly. Most of our customers are fully set up in under two hours. Book a demo to see how easy it is!

Does SalesAsk integrate with ServiceTitan and other trade CRMs?

Yes. SalesAsk was built specifically for the trades. We offer deep integrations with ServiceTitan, Jobber, and Housecall Pro so your sales recordings and AI coaching insights are automatically tied to your actual jobs and revenue data.

AI Sales Coaching Software For Home Services

Sales reps who receive consistent coaching close 28% more deals than reps who don't. Only 30% of reps report receiving consistent coaching today.

CSO Insights 2018 Sales Enablement Optimization Study + HubSpot State of Sales 2024 (reps reporting on coaching consistency).

18%

Revenue growth

100%

Faster ramp

22%

Higher PVR

+37%

Close rate

A SalesAsk call transcript for a roof estimate visit, each speaker turn timestamped and a price objection highlighted in the thread, beside a summary panel reading 58 per cent talk ratio, 11 questions asked and a score of 74, with two objections written out under what the rep did and suggested wording to say instead.

Live coaching, on
the wrist. Specific feedback, on the phone.

Apple Watch live nudges, glanceable, no phone-checking in front of the customer
Post-visit coaching on iPhone, specific, timestamped, delivered before the next appointment
Same playbook scoring, consistent across the live moment and the post-visit review

Score the steps that decide the close. Across every visit.

Per-step scoring, discovery, premium framing, financing introduction, objection handling, close attempt, graded on every visit
Tuned to your playbook in week one, adjust scoring weights, add or remove steps, swap in industry-specific hinge moments
Pattern recognition across the team, see the 3 reps skipping financing on 40% of visits before the quarter closes

SalesAsk analytics showing 84 per cent process adherence and 11 of 13 sales steps hit on average across 148 meetings, with a bar for each step from discovery down to revenue gap analysis, meetings by rep, and closed jobs tied back to ServiceTitan, Jobber and HubSpot.

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.

Built for the industries that sell into the Home.

Three industries in one platform. Calibrated to your playbook in week one, from the truck-cab follow-up to the model-home tour to the kitchen-table close.

Home Builders

Coach every Sales Counselor on every model-home tour and scale your team.

Home Services

Coach every tech on every in-home visit. HVAC, plumbing, roofing, chimney.

Home Improvement

Coach every designer through the second-visit close. Kitchen & bath, windows & doors, painting.

AI Sales Coaching runs on
the full SalesAsk platform

Coach Dean writes the feedback. Virtual Ridealongs show the moment.

How it works

CoachDean AI Agent

Surfaces high-impact trends across your entire organization, identifying

Virtual Ridealongs

Gives managers total visibility into field or showroom interactions remotely

AI Action Summaries

Turns long meetings into clear summaries with key scope, timeline

AI Roleplays

Allows reps to practice winning techniques and handle tough objections

AI for every step of the sale. One platform they can rely on.

Coaching after every visit

Coach Dean reviews every conversation, scores each step against your playbook, and gives the rep specific feedback before the next appointment.

Record every conversation

Every in-person and virtual sales visit is recorded and transcribed automatically. iPhone, iPad, or Apple Watch. Works offline. No setup

Summaries that write themselves

Every visit becomes a 90-second read. Budget, timeline, objections, competitors mentioned, next steps, captured automatically.

Playbook adherence, scored

Coach Dean scores every visit against your specific playbook. Pinpoints the exact moment the conversation went sideways.

Ridealongs, without the windshield time

Managers review the moments that matter in 5 minutes, not 5 hours. Coach Dean flags the 90-second clip worth your attention.

Practice before the door

Reps practice real customer scenarios against an AI buyer — scored on the same playbook used on live visits. Powered by RePlab.

Book a demo

A sales rep and two homeowners standing at a table in a bright room, looking through printed brochures and a tablet together.

Conversation transcript

Highlighted phrases

Coaching recommendations

100% Visibility into
Every Conversation

Your reps are losing $585,000 a year in the fieldThe average contractor closes 43% of install jobs. The gap between your best rep and your average rep is 25-35 points and it's entirely a conversation problem.
Real-time coaching, not post-call reviewSalesAsk coaches your technicians during the in-home estimate, the moment a homeowner says "that's too expensive." Not the next morning in a debrief.
End ride-alongs for goodA manager doing 3 ride-alongs a week sees less than 5% of conversations. SalesAsk gives you 100% visibility into every sales interaction without leaving the office.

Real-Time Coaching at a Consistent Standard

Your reps are losing $585,000 a year in the fieldThe average contractor closes 43% of install jobs. The gap between your best rep and your average rep is 25-35 points and it's entirely a conversation problem.
Real-time coaching, not post-call reviewSalesAsk coaches your technicians during the in-home estimate, the moment a homeowner says "that's too expensive." Not the next morning in a debrief.
End ride-alongs for goodA manager doing 3 ride-alongs a week sees less than 5% of conversations. SalesAsk gives you 100% visibility into every sales interaction without leaving the office.