GHOSTREP FOR ROOFING TEAMS
Capture roofing sales conversations, coach reps in the moment, and review how they connect the inspection, the proposal, and the next step.
Roofing sales training and coaching software built for the field. Your team brings back inspection photos and an estimate. Echo adds the sales conversation: what the homeowner asked, how the rep explained the findings, and whether they agreed on the next step.
Capture the appointment. Coach in the moment. Review and practice what matters.
GHOSTREP AT WORK / Roofing
Follow a roofing conversation from the homeowner’s concern to the next coaching action.
ILLUSTRATIVE CONVERSATION
After the inspection · explaining the next step
HOMEOWNER“You showed me the pictures, but I’m still not sure what needs to happen next.”
“Let’s go through the finding that concerns you most, then agree on what needs a closer review.”
ECHO RECORDINGS
Record the appointment in Echo and return to the conversation with its transcript. The manager can hear the question and the response together.
SEE THE APPOINTMENT FROM THE CUSTOMER’S SIDE
Your rep may document the roof carefully and still leave the homeowner unsure about the proposal. Echo lets a manager review how the findings were explained, which questions came up, and how the rep responded.
Go back to the point where the homeowner asked for clarification. Use the transcript and coaching action plan to prepare a one-on-one around that exchange.
The conversation gives your manager something specific to coach: a missing discovery question, an unclear scope explanation, or a next step that never became a shared plan.
Explore Echo session reviewTWO SALES CONTEXTS. DIFFERENT COACHING NEEDS.
Use recorded proposal reviews to identify where homeowners compare scope, materials, or another estimate. Give the rep a focused AI Role Play around that exact type of question.
Coach how they connect the proposed work to the homeowner’s concern and how they check what remains unclear.
Review how the rep explains documented findings and the next step in your process. Practice keeping contractor scope and carrier coverage decisions distinct when the homeowner asks a claim question. Route policy-specific questions to the carrier or licensed agent.
Use your company’s approved information in the scenario and keep the practice focused on a clear explanation and handoff.
PUT THE REVIEW TO WORK
Live coaching supports the rep during the appointment. Afterward, choose a moment from the recording, discuss the rep’s reasoning, and work through a better approach in AI Sales Coach.
Use AI Role Play for the next attempt. Bring a recurring team lesson into Training Studio so your next huddle has a defined skill to work on.
Explore AI Sales CoachTAKE SOMETHING USEFUL WITH YOU
Set the objective, context, questions, and next-step criteria before the visit.
Review observable behaviors and connect the score to the conversation.
Keep the system of record distinct from practice and coaching.
Route hiring, training, operations, field, management, and marketing problems to the right practical resource.
BEFORE YOU GET STARTED
Build the coaching around the appointment type. Retail teams can practice proposal comparisons; storm-restoration teams can work on explaining documented findings and next steps while keeping contractor scope and carrier decisions distinct.
Echo provides the recorded conversation, transcript, and coaching action plan. Start with a homeowner question, hear the rep’s response, and decide which skill deserves attention in the next one-on-one.
Choose one exchange from the appointment. Work through the next approach in AI Sales Coach and rehearse a similar situation in AI Role Play before returning to that skill in a later review.
PUT GHOSTREP TO WORK
Start with one team, one skill, and a clear idea of what improvement looks like.
Lifestyle photography is illustrative. Conversation examples are practice scenarios, not customer testimonials.