Coach
A coach for every rep, after every visit.
Feedback on the exact sentence, practice before the hard ones, and tips mid-appointment.
- Feedback on the exact moment that matters
- Practice built from real appointments
- Live tips during the visit
Henderson · WindowsJake Morales58 min78Today
Patel · RoofingAna Ruiz41 min91Today
Lopez · HVACChris Daniels66 min64Yesterday
Nguyen · Bath remodelSam Kato47 min85Yesterday
Carter · SidingOlivia Brooks52 min72Mon
Coaching for every rep
Coaching around every appointment, not twice a year.
Most reps get coached a few times a year. With Flownote, they get it around every appointment.
Comments
Feedback on the exact moment, tagged to the rep.
Playlists
Your best reps' moments, shared with the team.
Practice
Rehearse objections out loud with an AI homeowner.
Live tips
A nudge on the phone, mid-appointment.
Coach on the exact sentence.
Comment on the moment that matters and tag the rep. Feedback lands where it applies, not in a meeting a week later.
- Coach from anywhere
- Coach 30 reps without leaving the office.
- A conversation, not a lecture
- Reps reply, ask questions and try again on the next visit.
Henderson residence · Transcript32:10
Sarah Henderson
Honestly, the other quote we got was a lot lower.
Jake Morales
That makes sense to check. What did their quote include? Ours covers labor for 10 years, so let’s compare apples to apples.
Mike Keller · Sales manager · 2h
@Jake This is exactly how to handle price. Adding it to the team playlist.
Thanks! Should I lead with the warranty next time?
Turn your best appointments into training.
Build playlists from your best reps' moments for discovery, price objections and closing. New reps learn your best habits from day one.
- Learn from each other
- Reps share their wins, not just hear from management.
- See who's putting in the work
- Know who's listening, practicing and improving.
Team playlist
Best of: price objections
4 clips · added by Mike Keller
- Comparing quotes, apples to applesJake Morales
- Leading with financingAna Ruiz2:05
- Selling the warrantySam Kato1:18
- When a spouse isn't thereChris Daniels2:31
9 reps listenedPractice the hard conversations first.
Reps practice out loud with an AI homeowner built from your real appointments. Make it harder or easier and run it until it sticks.
- The objection that got away
- Replay the moment a deal slipped and try it again.
- Instant feedback
- What worked, what didn't and what to try next.
Homeowner (AI) is speaking
“The other company quoted us $3,000 less for the same windows.”
Nice answer
You asked what their quote included before defending the price. Next, tie it to the warranty.
A nudge at the right moment.
Flownote listens during the visit and gives the rep a quiet nudge on the phone, based on what the customer just said.
- Built for the kitchen table
- Short tips reps can glance at between sentences.
- Based on your playbook
- Tips follow the way your team sells.
Henderson residence
In-home appointment · Jake Morales
31:40
Live tip
They mentioned a lower quote. Ask what it includes before talking price, then bring up the 10-year labor warranty.
Just heard
“The other quote we got was a lot lower.”
Ask anything about your appointments.
Ask in plain English and get answers from every appointment you can access, each linked to the moment it was said.
- Find patterns
- “What objections came up most this week?”
- Check the details
- “Did Jake mention financing with the Hendersons?”
Price came up in 7 of 12 appointments, usually against a lower competitor quote.
Install timing came up in 3, and spouse not present in 2.
HendersonPatelLopez+9 moreFrom Henderson · 32:10
“Honestly, the other quote we got was a lot lower.”
Sarah Henderson
Questions
Will our veteran reps use it?
Flownote is built for reps to get better on their own appointments. Nobody listens in live, and you choose who sees scores.
How does practice work?
Reps practice out loud with an AI homeowner built from your team’s real appointments, then get feedback on their answer.
Won’t live tips distract reps?
Tips show quietly on the phone. Reps glance when they want, or turn them off.
What does it cost?
Free during the 2-week pilot. After that, a simple price per rep.