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InstaCoach · Field sales coaching

Same leads. Same pricing. Twice the revenue.

Your best reps close twice what your average ones do on identical leads. The difference is judgment, and judgment is teachable. InstaCoach learns how your top quartile sells and coaches every rep to that standard, on every conversation they have.

Overview

One worker, running the whole motion.

  1. During the appointment
    • Captures the conversation
    • Sees what the rep sees
    • Coaches in the moment
    In person, on video, on the phone
  2. The minutes after
    • CRM, quote and contract drafted
    • Follow-up sent in the rep's voice
    Under ten, not forty-five
  3. Every appointment, every brand
    • Scored against your playbook
    • Context carried into delivery
    One standard, wherever the work happens
Every surface, one standard

Your best conversations are not happening on a meeting link.

The category was built for inside sales. Your biggest deals are decided standing in someone's basement, in a truck, on a jobsite, over a photograph sent at nine at night.

Where the conversation happensBuilt for the meeting linkInstaCoach
In-home appointments
Video calls
Phone
Recorded meetings
Email threads
Decks presented
Scored against one playbook3 of 66 of 6
How the playbook gets built

From your top quartile's heads to a standard every rep is held to.

  1. 01 · Sit with the people who close

    Ride along with top, middle and bottom.

    • 5-step process
    • Objection library
    • Product spec
    • Pricing authority
    • Ride-along notes
  2. 02 · Grade the model

    Until your best people agree with it.

    • ScoreDiscovery depth
    • ScoreAll five steps run
    • ScoreObjection resolved
    • CheckGraded by your experts
    • GateShips only on agreement
  3. 03 · Run it everywhere

    Every appointment, every brand.

    • Brand A
    • Brand B
    • Brand C
What the rep sees

Point it at the problem. It scopes the job.

A rep is standing in front of a cracked foundation wall, a panel schedule, a nameplate, a shelf of stock, a drawing set. The scope of the job is in front of them, and the accuracy of everything downstream depends on how well they read it in the next four minutes.

In appointment00:14:22Camera and conversation, one context
01Rep pans across the crawlspaceThree conditions identified. One has not been discussed.Scope gap found
02Rep asks the surfaced questionHomeowner mentions a second wall on the north elevation.Asked in room
03Scope updated in the appointmentQuote drafts against the full job, not half of it.No revisit
The rep leaves with a signature on the right number
The forty-five minutes after

The deal keeps moving while the rep is at the next house.

Documentation adds thirty to forty-five minutes to a two-hour appointment, at the worst possible time: after the energy of it, before the next one, in a truck.

After the appointmentRep reviews. Rep does not retype.
Documentation today45 min
Documentation with InstaCoachUnder 10 min

35+ minutes back on every visit

01CRM updatedOutcome, scope and next step, written against the job record.Done
02Quote draftedPriced off what was scoped, not what was remembered.Done
03Contract assembledYour terms, your inclusions, your exclusions.Done
04Follow-up sentIn the rep's voice, on the timing that closes.Done
05Held for approvalAnything above the thresholds you set.Awaiting rep
Four appointments a day, and the better part of two hours comes back
That is capacity you already pay for, and it is the cheapest appointment you will ever add.
Sales to delivery

The margin does not leak in the appointment. It leaks at the handoff.

A rep sells the job. A foreman, who was not there, delivers it. What the homeowner agreed to, what was excluded, what was promised on timing: it reaches the crew as a line on a work order, if at all. InstaCoach holds the work against the contract as it happens.

Job 4471Signed scope vs on siteCrew day 2 of 3
01Interior drain tile, 62 linear feetSigned. In progress, on scope.On scope
02Sump system with battery backupSigned. Complete.On scope
03Egress window enlargementNot in the signed contract. Added on site.Added on site
04Haul-away of existing materialPromised verbally in the appointment. Never written into the contract.Promised, not signed
Flagged before it is costed, not after
What the operator sees

From a company-wide number to the appointment that explains it.

A dashboard tells you the number moved and stops. Finding out why means a different tool, a different export, and a week.

  1. RegionNet sales per lead, down 4 points
  2. BranchDown 11 points
  3. RepStep 3 skipped
  4. Appointments14 of 19 visits
  5. The moment00:22:41
Adherence by rep, by step and by brand, tested against signed work rather than against a rubric.

Agents run against your quarterly targets overnight, then propose the play or the process change that moves the number. You approve the ones worth running.

Where the human stays

The rep has to want it. So it is built for the rep first.

Coaching tools fail on adoption, not accuracy. A rep who believes the recording exists to catch them will find a way not to record.

  • Consent, by jurisdiction

    Recording rules configured per state, per brand, per channel.

  • The rep sees it first

    Their own coaching, and their own trend over time, before any manager view.

  • Every score traceable

    Back to the moment in the conversation that produced it. No black-box grade.

  • Approval gates you define

    On anything sent, quoted or contracted in the rep's name.

Time to live

Three weeks to a coached team.

Days 1 to 3Connected
Week 2Playbook live
Week 3Baselined
ThenThe long tail
Already running

Deployed to 100+ field reps at a national platform.

A $200M+ PE-backed foundation repair platform growing by acquisition, with a two-times gap between its best reps and its weakest. Coaching was ride-alongs, and what a rep learned in the home stayed in the field.

  • 35+ minBack on every visitDocumentation cut to under ten minutes, on an appointment that runs close to two hours.
  • 90 to 45Day rampNew-hire time to productivity, cut in half.
  • 100+Reps liveThen extended past the reps to the call center and the foremen.
There's nothing we're doing we're more excited about right now, and nothing that will have a more material impact on our business.
Michael StewardChief Financial Officer, Vanterra Foundation Solutions
Read the story
Runs inside what you have

No migration. Nothing to rip out.

  • ServiceTitan
  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • ArcSite
  • CompanyCam
  • Ingage
  • Zoom
  • Microsoft Teams
  • Google Meet
  • Fathom
  • Gong
  • Outlook
  • Gmail
  • SharePoint

Behind this solution: Lily, the AI Forward Deployed Engineer, working on the platform Lily builds on, delivered through forward deployed engineering. Coaching is one motion of many: see InstaProspect for lead generation, InstaQuote for quote-to-order, InstaControl™ for what agents may do and what they did, and InstaBrain™ for the knowledge underneath all of them.

Send us one recording of your best rep, and one of your newest.

We will tell you the three things that separate them. No deck.

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