Flownote

Intelligence

Every appointment, understood.

Notes, follow-ups, CRM updates and scores, written from what the customer actually said.

  • Notes and follow-ups written for you
  • CRM fields filled in automatically
  • Every visit scored against your playbook
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9:41

Henderson residence

Today, 4:30 PM Sales team

Concerns

  • Competitor quote was about $3,000 lower.
  • Install timing, with a newborn at home.

Pricing

  • $18,400 for 11 windows, installed.
  • 18-month financing offered.

Next steps

  • Jake sends color samples by Wednesday.
  • Follow-up visit Saturday, 10 AM.
Ask anything
Synced to CRM
Follow-up drafted

After every appointment

Everything that happened, without listening back.

Flownote takes the paperwork off your reps' plates and gives managers the answers, not the recordings.

Notes and summary

Every appointment written up, with the transcript.

Follow-ups

A draft built from what the customer said.

CRM sync

The right fields filled, on the right record.

Scorecards

Every visit scored against your process.

Reports

Who needs attention, delivered on your schedule.

Market insights

Objections, competitors and requests, across every rep.

Turn insights into coaching →

Example

What you get after every appointment.

An example summary from a 58-minute window replacement appointment. Nobody had to type it.

In-home appointmentRep: Jake M. · Tue 4:30 PM · 58 min

Henderson residence: window replacement

Summary
Homeowners want to replace 11 original windows before winter. Strong interest in energy savings. Main hesitation is total cost and timing.
Concerns raised
  • Price is higher than a competitor quote from last week
  • Worried about install disruption with a newborn at home
  • Wants to see color samples before deciding
Pricing discussed
$18,400 for 11 windows. Rep offered 18-month financing.
Decision-makers
Both spouses. One joined for the last 20 minutes.
Next steps
  • Rep emails color samples by Wednesday
  • Follow-up visit Saturday at 10 AM with both homeowners

Illustrative example. Names and details are made up.

Follow-ups

Follow-ups written before the rep leaves the driveway.

Flownote drafts the follow-up from what the customer actually said, so reps send it while the visit is still fresh.

Drafted from the real conversation
Their priorities, open questions and next steps, ready to edit.
Sent from their own inbox
Review it and send through Gmail or Outlook in one tap.
9:41

Henderson residence

Today, 4:30 PM Sales team

Concerns

  • Competitor quote was about $3,000 lower.
  • Install timing, with a newborn at home.

Pricing

  • $18,400 for 11 windows, installed.
  • 18-month financing offered.

Next steps

  • Jake sends color samples by Wednesday.
  • Follow-up visit Saturday, 10 AM.
Ask anything
Follow-up draftfrom the conversation

To  Sarah and Tom Henderson

Subject  Your window options and Saturday

Hi Sarah and Tom,

Thanks for having me today. As promised, here are the color options for the Series 400 and the 18-month financing details.

You asked about the warranty: labor is covered for 10 years, start to finish.

See you Saturday at 10.

Send from GmailEdit
CRM sync

Your CRM, filled in from what was actually said.

Most CRM notes get written late, from memory, or not at all. Flownote fills in the fields your team relies on, straight from the appointment.

The fields you choose
Price, objections, competitors, timeline and any custom fields.
Linked to the moment
Every value links back to where it was said in the recording.
CRM · Henderson, Sarah

Henderson residence

Opportunity · Owner: Jake Morales

Synced
Project
Window replacement · 11 units
Price quoted
$18,400
Financing
18 months offered
Objections
Competitor price, install timing
Decision-makers
Sarah and Tom (both)
Next step
Follow-up visit · Sat 10 AM
Stage
Proposal

Filled by Flownote from today’s appointment

Source · 32:10

“$18,400 installed, and we offer 18-month financing.”

Jake Morales

Scorecards

Score every visit against your own playbook.

You decide what a great appointment looks like. Flownote scores every one against it.

See why every score is what it is
Tap any score to jump to the moment behind it.
A coaching guide, not a grade
See where each rep needs help and how they improve week over week.
Scorecard · In-home visit
78

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.

Reports

A Monday report that tells you who to coach.

Get the answers delivered: who needs attention, on which skill, and where to start.

From hours of recordings to answers
No more weekends replaying appointments.
Delivered on your schedule
Every morning, every Monday or once a month.

Your Monday report

Sales team · Oct 19 to 25

38

appointments

74

avg. score

+3

vs. last week

Team score, last 6 weeks

Where to coach this week

  • Ana RuizClose rate up 3 weeks in a row91
  • Jake MoralesStrong demos, rarely asks for the sale78
  • Chris DanielsSkipping financing on bigger tickets64
Every Monday, 7 AM
Market insights

Every appointment is market research.

See the objections, competitors and requests that come up most, across every rep and every location.

Top objections
What's slowing deals down, across every rep.
What wins
Which moves line up with closed deals, like offering financing early.
Insights · Last 30 days

Top objections

142 appointments

  • Price vs. competitor quote58%
  • Install timing25%
  • Spouse not at the visit17%

Competitors mentioned

21

Renewal Co.

14

BrightView

9

Local installer

What homeowners asked for

Faster install datesPaint matchingLonger financingSmart locks

Close rate when financing is offered

41%vs. 23% without

Visit prep

Walk into the next visit already caught up.

Second visits and callbacks go better when you remember exactly where things left off. Flownote pulls it together before you knock.

A brief before every visit
Who you're meeting, what they said last time and what's still open.
Keep every promise
The samples you said you'd bring and the question you said you'd answer.

The Hendersons

Window replacement · 3 conversations

  1. Oct 12 · First visitIn-home

    Wants 11 windows replaced before winter.

  2. Oct 18 · Quote questionsCall

    Asked how financing works.

  3. Oct 21 · Quote reviewIn-home

    Concerned about a lower competitor quote.

Prep for today, 2:00 PM

  • Both homeowners will be there.
  • Bring color samples (promised Oct 21).
  • Lead with the 10-year labor warranty.

Questions

What does Flownote write up after an appointment?

A summary with concerns, pricing, decision-makers and next steps, a follow-up draft, the CRM fields your team has chosen and a score against your playbook.

Does it work with our CRM?

Yes. Flownote fills in the fields you choose after every appointment, on the right customer record. We map the fields with you during setup.

Can we build scorecards around our own sales process?

Yes. You set the criteria and change them anytime. Flownote recognizes each kind of conversation, like a first visit or a follow-up call, and uses the right scorecard.

How accurate are the scores?

Every score links to the moment behind it, so you can see exactly why. We tune your scorecard with you until it matches what your best managers would say.

Can reps send follow-ups from their own email?

Yes. Reps connect Gmail or Outlook and send from their own inbox.

Who can see notes and scores?

You decide. Notes can stay private to the rep or be shared with the team, and you choose who sees scores.

Know what happened in every appointment.

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