AI coaching for in-person sales.
Record every appointment, find what your top reps do differently, and coach everyone else to do it.
Free 2-week pilot · No contract · Set up in a day
Henderson residence
In-home appointment · Jake Morales
38:12
Live transcript
Sarah: And what does that come to, roughly?
Jake: $18,400 installed, and we offer 18-month financing.
Summary ready58 minHenderson residence
Concerns
Competitor quote ~$3,000 lower. Install timing with a newborn.
Next step
Follow-up visit Saturday, 10 AM. Bring color samples.
Scorecard
78- Presented financing
- Booked next visit
- Asked for the sale
You’re losing deals your best rep
would have closed.
You, riding with JakeYou can’t ride along on every appointment.
One manager, ten reps, dozens of kitchen tables a week. Every rep’s progress depends on the few visits you can sit in on.
Coaching happens when there’s time.
A ride-along this week, none the next. Reps don’t know what to fix first, or whether they’re getting better.
Coaching this month
- Wk 1Ride-along with Jake✓
- Wk 2Ride-along with ChrisCanceled
- Wk 3No coaching
- Wk 4Team meeting✓
A few reps close most of the deals.
Same leads, same pitch, very different results. And nobody can say exactly why.
Close rate · same leads
Ana41%
Sam36%
Jake17%
Olivia15%
Chris12%
How it works
Three steps. No hardware.
Record
01Recording38:12Reps tap record at the start of every appointment.
Learn more →Analyze
0278Henderson residence
Jake M. · 58 min · CRM updated
- ✓Presented financing
- ✓Booked next visit
- ✕Asked for the sale
Flownote writes the notes, updates the CRM and scores the visit.
Learn more →Coach
03Today’s focus
Ask for the sale
Mike Great price handling at 32:10. Now close it.
Every rep gets feedback and a focus for the next visit.
Learn more →
For the whole team
A coach for every rep. Answers for every manager.
Every rep gets a coach after every visit.
Flownote reviews every appointment, picks the one skill that will make the biggest difference and checks in after every visit until it sticks.
See how coaching works →Appointments reviewed
3
Great discovery. No close attempt in 2 of 3.
Ask for the sale
Before you leave the table, every visit.
Asking for the sale
Managers know exactly who to coach next.
No more replaying hours of recordings. Flownote flags the reps and deals that need you, ranked by what's at stake.
See scorecards and reports →Skipped financing on a $24,000 quote. Ride along Thursday?
Chris Daniels
Didn't ask for the sale in 3 of his last 4 visits.
Jake Morales
2 appointments on her calendar today.
Olivia Brooks
Find what your top reps do differently.
Flownote compares your best closers with everyone else (what they ask, when they talk price, how they handle a lower quote) and turns it into coaching for the whole team.
See team insights →What your closers do differently
142 appointments
Top reps Rest of teamAsks about timeline in the first 10 min
84%31%Offers financing before quoting price
76%22%Books the next step before leaving
91%47%
Ana Ruiz · Patel · 09:12
“Before we talk numbers, when were you hoping to have this done?”
Play clip · 0:24
Watch coaching turn into closed deals.
Track each rep's skills and close rate week over week, so you can see what's working and do more of it.
See rep progress →Jake Morales
Focus: Ask for the sale · since Sep 29
29%
close rate
+12 pts
since the focus
4/5
asks for the sale
Close rate by week
Built for every team that sells face to face.
Flownote learns the objections your reps hear every day and coaches them on how your best people answer.
Roofing
“Our insurance already denied the claim once.”
Solar
“What happens if we sell the house?”
HVAC
“The last company said we only need a repair.”
Windows & doors
“Another company quoted us $3,000 less.”
Kitchen & bath
“We'd rather wait until after the holidays.”
Pest control
“We just spray it ourselves.”
Home security
“We already have a doorbell camera.”
Showrooms
“I'm just looking today.”
The pilot
Try it free for two weeks.
Start with a 20-minute demo. Then I’ll set up your team and help your reps record their first appointments. If it’s not useful, you stop.
Caleb Paradies, Founder
- Free for 2 weeks
- Up to 3 reps
- No contract or credit card
- We set everything up
Questions
Do customers mind being recorded?
Rarely. Most reps introduce Flownote as a note taker so nothing gets missed. If a customer says no, nothing is recorded.
Is it legal to record in-home appointments?
Recording is legal when you have consent. Some states require everyone in the conversation to agree, so reps should always ask before they start.
Will my reps actually use it?
It’s one tap, and reps get something back right away: notes written, the follow-up drafted and feedback on what to try next time.
How long does setup take?
Days, not months. We set up your team, playbook and CRM fields with you, then train managers and reps.
Does it work with our CRM?
Yes. Flownote fills in the fields you choose after every appointment.
Is our data safe?
Yes. We don’t sell your data or use it to train AI models, and you can delete any recording at any time. Details are in our privacy policy.
What does it cost?
Free during the 2-week pilot. After that, a simple price per rep.