AdaptClose

AdaptClose scores in-person sales appointments against your company's scorecard. Connect your AdaptClose account and ask about your calls in plain words.

What you can do:

• Get a call's score, summary, and coaching tips that quote the rep.
• List calls by date, rep, team, score, or outcome.
• Search transcripts for a word or phrase, like price or financing.
• Read the scorecard, or replace it and publish a new version.
• Grade a new call from a link to the audio.
• Build a visit checklist.
• Review a door-to-door route and correct what a door landed on.

Who it's for: owners, sales managers, and reps at home service companies that already use AdaptClose.

You see what your role sees in the AdaptClose app. Reps see their own calls. Managers see their teams. Owners see the whole account. Phone numbers and email addresses in call data stay hidden unless you ask for them.

Limits: You need an AdaptClose account. Connecting doesn't create one. ChatGPT can't send a file from your computer, so share a link to the audio to grade a call. Grading a call uses your account's daily audio minutes. Only owners and managers can change the scorecard or build checklists.