For in-home sales teams

Record every appointment. Coach every rep.

Your reps record each appointment on their iPhone. You get a short summary of what happened: objections, pricing and next steps.

Start a free pilot See an example

Free for 2 weeks · Up to 3 reps · No contract

The problem

You can’t ride along on every appointment.

Ride-alongs take too long

You can only sit in on one appointment at a time.

CRM notes are thin

“Wants to think about it” doesn’t tell you why the deal stalled.

New reps learn slowly

They have no real appointments to learn from.

How it works

Three steps. No hardware.

1
Record
Reps open Flownote on their iPhone and tap record when the appointment starts.
2
Read
Flownote writes up every appointment: concerns, pricing, decision-makers and next steps. The full transcript is included.
3
Coach
Open any appointment in your team space and coach reps on what was actually said.

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.

The pilot

Try it free for two weeks.

I’ll set up your team and help your reps record their first appointments. If it’s not useful, you stop.

Caleb Paradies, Founder

Free for 2 weeks
Up to 3 reps
No contract or credit card
We set everything up

Start a free pilot

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

Does it work on Android?

Not yet. Flownote works on iPhone today.

Do customers need to know they’re being recorded?

Yes. Reps should tell the customer before recording. Some states require everyone’s permission, so follow your state’s rules.

What happens after the pilot?

If it’s working, we agree on a simple price per rep. If not, you stop and pay nothing.

How long does setup take?

A few minutes per rep. They download the app, join your team and start recording.

Does it work for phone and video calls?

Yes. Flownote also works on Mac and Windows for calls.

Try Flownote with your team this week.