01
The manager sees only the result
A won or lost estimate says little about how discovery, trust, option framing, or the decision conversation unfolded.
IndustriesIn-home consultation coaching
Coach the priorities, options, and decision moments that happen at the kitchen table.
Bring supported face-to-face consultations into a reviewable workflow without asking the seller to choose between note-taking and staying present with the buyer.
- Supported in-person capture
- Consultation-specific rubrics
- Evidence beside every coaching action
Where the process breaks
The calls are already telling you what needs attention.
Sales leaders in remodeling, design, replacement, and other consultative in-home businesses where the decision unfolds away from a desk or call center.
02
Top-seller behavior stays tribal
The phrases and sequences that help buyers decide remain locked inside individual consultations.
03
Price becomes the default explanation
A loss is attributed to cost even when priority discovery, proof, participant alignment, or next-step ownership may have broken first.
How it works
A review workflow grounded in the source conversation.
The sequence stays simple: collect the conversation, apply the right standard, and move the evidence into a useful next action.
1. Capture
Record the eligible consultation
Use the supported Fieldy workflow while the seller remains focused on the customer conversation.
2. Evaluate
Apply the consultation standard
Score priority discovery, recap, option framing, proof, concerns, participant alignment, and the next decision.
3. Coach
Practice the decision moment
Open the exact evidence, choose one behavior, and compare it with the seller's next eligible consultation.
What you can inspect
Specific enough to coach. Broad enough to improve the system.
Priority discovery
Evaluate whether the seller understood the household's goals, constraints, timing, and definition of a good outcome.
Option clarity
Review whether choices were explained through meaningful tradeoffs rather than a dense list of features.
Decision participation
Surface missing participants, unresolved questions, and ambiguity about how the household will decide.
Trust and expectation setting
Inspect how proof, process, installation, service, and follow-up expectations were established.
Fits the conversation stack
Use the recordings and transcripts your workflow already produces.
FieldyAI Call CoachingSupported CRM workflows
Clear boundaries matter
- Fieldy hardware and subscriptions are separate from AI Call Coaching.
- Recording and consent requirements vary; teams need a documented process reviewed for their use case.
Put the standard to work
Start with a practical example, not another abstract framework.
Questions
What teams usually ask before connecting calls.
How are in-home conversations captured?
The supported workflow uses Fieldy. Each participating seller needs a separately purchased Fieldy device and subscription.
Can we create our own consultation rubric?
Yes. Teams can define weighted criteria and guidance that reflect their consultation, option, and decision process.
Is this only for home services?
No. The workflow can apply to other supported in-home design, remodeling, replacement, or consultative sales conversations.
Bring one real coaching question
Use your own calls to see what the evidence changes.
Start a trial or bring the workflow you want to improve to a short working session.