How it works
What Flownote does before, during and after every appointment.
Record, notes, scoring and coaching in one app your reps will actually use.
Henderson residence
In-home appointment · Jake Morales
38:12
Live transcript
Sarah: And what does that come to, roughly?
Jake: $18,400 installed, and we offer 18-month financing.
Henderson residence · 58 min. Price, financing and Saturday's follow-up are in your team space.
Today
Henderson · WindowsJake Morales78
Patel · RoofingAna Ruiz91
Lopez · HVACChris Daniels64
Nguyen · BathSam Kato85
Henderson residence
In-home appointment · Jake Morales
38:12
Live transcript
Sarah: And what does that come to, roughly?
Jake: $18,400 installed, and we offer 18-month financing.
Summary ready58 minHenderson residence
Concerns
Competitor quote ~$3,000 lower. Install timing with a newborn.
Next step
Follow-up visit Saturday, 10 AM. Bring color samples.
Scorecard
78- Presented financing
- Booked next visit
- Asked for the sale
Record every appointment.
Reps tap record on their phone, even with no signal. In-home visits, phone calls and video calls all land in one place, on the right customer.
- In the home, on calls, over video
- One app for visits, calls and video.
- Live transcript
- Every speaker labeled, in 60+ languages.
Henderson residence
In-home appointment · Jake Morales
38:12
Live transcript
Sarah: And what does that come to, roughly?
Jake: $18,400 installed, and we offer 18-month financing.
Henderson residence is written up and in your team space.
Notes, CRM and scores, done for you.
Reps walk out with notes written, the follow-up drafted and the CRM updated. Every appointment is scored against your playbook, with each score linked to the moment behind it.
- Notes, follow-ups and CRM sync
- Written from what the customer actually said.
- Scorecards and reports
- Who needs help, on what, delivered on your schedule.
Henderson residence
Jake Morales · 58 min
+6 vs. his last 10 visits
- Built rapport02:14
- Discovery questions08:40
- Presented financing33:05
- Handled price objection32:10
- Asked for the sale51:22
Asked for the sale · 51:22
Jake wrapped up with “Take your time and let me know.” No close attempt after a strong presentation.
Feedback after every visit, practice before the hard ones.
Reps practice before a visit, get live tips during and feedback after. Managers coach from anywhere and turn their best reps' moments into the standard.
- Comments and playlists
- Feedback on the exact moment, shared with the team.
- Practice and live tips
- Before and during every appointment.
Henderson residence · Transcript32:10
Sarah Henderson
Honestly, the other quote we got was a lot lower.
Jake Morales
That makes sense to check. What did their quote include? Ours covers labor for 10 years, so let’s compare apples to apples.
Mike Keller · Sales manager · 2h
@Jake This is exactly how to handle price. Adding it to the team playlist.
Thanks! Should I lead with the warranty next time?
Ask anything about your appointments.
Reps, managers and owners ask questions in plain English and get answers from every appointment they can access, each linked to the moment it was said.
- For reps
- “Prep me for my 2pm with the Hendersons.”
- For managers
- “What objections came up most this week?”
Price came up in 7 of 12 appointments, usually against a lower competitor quote.
Install timing came up in 3, and spouse not present in 2.
HendersonPatelLopez+9 moreFrom Henderson · 32:10
“Honestly, the other quote we got was a lot lower.”
Sarah Henderson
Your data stays yours.
We don’t sell your data or use it to train AI models. You can delete any recording at any time. Privacy policy
Questions
What is Flownote?
A sales performance app for in-person sales teams. Reps record appointments on their phone, and Flownote handles notes, follow-ups and CRM updates, scores each appointment against your process and coaches every rep.
Do customers mind being recorded?
Rarely. Most reps introduce Flownote as a note taker so nothing gets missed. If a customer says no, nothing is recorded.
How long does it take to get started?
Days, not months. We set up your team, scorecards and CRM fields with you, and train managers first, then reps.
Does it work with our CRM?
Yes. Flownote fills in the fields you choose after every appointment.