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Record sales appointments with AI for coaching and remote ride-alongs, and have AI rate incoming leads
Mr. Roofing, Inc., a roofing and solar company in South San Francisco, California (CEO Carlos Rodriguez; 322 jobs in 2023), in Qualified Remodeler
The company uses AI to record its sales calls for coaching and for virtual remote ride-alongs, and uses AI to rate its incoming leads. The tools aren't named.
ChatGPT Free $0; Go $8/mo; Plus $20/mo · Claude $17/mo billed annually ($20 monthly); free plan available (the company's recording and lead-scoring tools aren't named)
Medium · or we do it from $149/mo
Varies
The problem
Coaching salespeople usually means a manager riding along on appointments, and every new lead gets the same attention whether it's likely to buy or not.
What happened
No figures are given. Company-reported to Qualified Remodeler's 2024 Customer Satisfaction Leaders feature.
Quoted in the source: Mr. Roofing, Inc.. Source: Qualified Remodeler: Mr. Roofing, Inc.: Roof and Solar Installation (2024 Customer Satisfaction Leaders) (2024-07-22) · Added 2026-10-19.
How to set it up yourself
- What Mr. Roofing does: sales appointments are recorded and AI is used to review them for coaching instead of a manager riding along, and AI rates each incoming lead.
- Get permission first: tell the homeowner the appointment is recorded for training and follow your state's consent rules for recording conversations.
- After an appointment, paste the transcript (with the customer's name removed) into ChatGPT or Claude with the prompt below, and go over the coaching notes with the rep the same week.
- For lead rating, write down what your best leads had in common (roof age, claim, timeline, who called) and have AI score new leads against that list; a person still calls every lead.
Copy-paste prompt
This is the transcript of a roofing sales appointment by {REP NAME} at {COMPANY NAME}: {TRANSCRIPT WITHOUT CUSTOMER NAMES}. Coach the rep: 1) did they let the homeowner talk and ask about their concerns, 2) did they explain what they found on the roof clearly, 3) how did they handle price and next steps, 4) three specific things to do differently next time, quoting the moment in the transcript. Be direct but fair, and don't judge anything the transcript doesn't show.The $39 Plumbing & HVAC AI Starter Kit has ready-to-use call scripts, missed-call texts, estimate follow-ups and review templates, built from 18 real, sourced setups. Instant download, 30-day refund.
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Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. Terms. We reply within 1 business day.
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