A coach at every moment of the sale

Briefed before the door. Coached at the checkpoint. Debriefed on the drive home. Craft coaches the whole appointment, not the recap.

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Pre-appointment briefsLive checkpointsDrive-home debriefs
Checkpoint · the Corbetts · Windows52:10 · mid-appointment
IntroNeedsSolutionFinancing

Homeowner read

High-C, wants the numbers. Objection on the table: "we're getting three quotes."

Closing plan

Put the two quotes side by side, then lead with the monthly payment. Cover financing before the close.

Plan ready · back inside at 54:20

+20%

Close rate

+17%

NSLI

10×

More coaching

−22%

Recruiting & training costs

Briefed before the door

Lead source, call history, quoted range, who will be home. Craft reads the whole customer journey aloud on the drive over, completely hands-free, so every rep walks in with full confidence.

Pre-appointment brief8 min out
CustomerThe Corbetts · replacement windows
Lead sourceHome show · booked by the AI agent
From the callRange $14–18K · both homeowners home
Heard on call"We’re getting three quotes"
ApproachHigh-S · build trust before numbers
Briefed · ready at the door

The checkpoint: coaching mid-appointment

We pioneered the mid-appointment checkpoint, the two minute step-out some teams call a halftime. Get the read while the deal is still alive.

The Corbetts · Windows · 52:10
IntroNeedsSolutionFinancingClose
Checkpoint. How am I doing in there?

Guidance the moment it goes off track

When the objection lands, so does the answer. Live nudges keep the rep on your process while the deal is still winnable.

Live ridealong41:22
The Hendersons · walk-in shower
IntroNeedsSolutionPrice
H

Homeowner · 41:07

Honestly, that's more than we were planning to spend.

Live nudge to Marcus

Acknowledge the budget, then reframe on the lifetime waterproofing warranty.
Recovered · asked for the close

@Marcus, textbook recovery. Clipped for Friday's training.

Debriefed on the drive home

What worked, what was skipped, and the score. The matching roleplay is queued before the next appointment.

Debrief · on the drive homeVoice
Warranty story landedFinancing options skipped
Roleplay queued: financing hesitation

FAQs

Real-time sales coaching means the rep gets guidance during the appointment, not days later in a review. Craft listens to the conversation as it happens and delivers objection guidance, process reminders, and closing plans while there is still time to use them.

A checkpoint (some teams call it a halftime) is a two minute step-out in the middle of an in-home appointment. Craft pioneered it: the rep gets a read on what has been covered, what was missed, the homeowner personality, and the objections on the table, plus a closing plan tailored to that conversation. Then they walk back in and finish the sale.

Before the rep arrives, Craft reads them the whole customer journey aloud, completely hands-free: lead source, what was said on the phone, the quoted range, and who will be home. Reps walk in knowing the full story, with full confidence at the door.

Yes. Briefs, checkpoints, and debriefs are voice-first and work like a phone call, so reps use them on the drive, in the driveway, and mid-appointment without touching a screen.

Craft debriefs the rep on the drive home: what worked, what was skipped, and the score. If a step needs work, the matching roleplay scenario is queued so the rep can practice it before the next appointment.

Post-appointment review improves the next appointment. Real-time coaching saves the current one. Craft does both: live guidance while the deal is winnable, and scored recordings afterward for coaching and follow-up.

1,100,000+

conversations coached

Never lose a winnable appointment

See a brief, a checkpoint, and a debrief run live on your own sales process.