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Every sit.
The real reason.

Record the sit. Score it against your process. Know why it closed, or didn’t.

Book a walkthroughSee it on a real sit
Sit reviewSample data
A sit review: the reason the rep reported next to the one the recording shows, the scorecard and the moments.
Sample sitKitchen remodel, 4 h 12 min, quoted $58,400, no sale
  • 0:00:05Greeting at the door
  • 2:14:32A call; recording resumed at 2:18:05
  • Not heardPrice conditioning
  • 2:55:45Price shock
  • 4:12:00PNS

For teams that sell at the kitchen table.

  • Remodeling
  • Roofing
  • Windows and doors
  • HVAC
  • Solar
  • Dental
  • Med spa
  • Field teams in SaaS
  • And more

How it works

  1. Record

    Slide to start at the door. The rep says the line, the phone keeps the whole sit.

    A sit recording on the phone, with the stages heard so far.
    Sample data

  2. Score

    Every stage of your playbook, heard or missed, with the minute that proves it.

    The rep’s review of a sit on the phone: reported against real, then the scorecard.
    Sample data

  3. Mentor

    Level tells the rep what happened before the next door. Managers review in minutes.

    Mentor on the phone: the week’s drill, the weak spots and the strengths.
    Sample data
Sample data

The reason on the CRM is the rep’s story. The recording has the sit’s.

Every sit ends with two reasons side by side, and the minute that proves the real one.

Sample sitKitchen remodel, no sale
The rep reportedStill getting quotes
The recording saysPrice shock, no price conditioning
  • 2:24:14Daniel: Most kitchens like this run anywhere from forty to eighty thousand.
  • 2:55:45Mike: Fifty-eight. Wow. That’s a lot more than I thought.
  • 3:02:44Jen asked about the warranty. Nobody answered her.

The product

Sample data

  1. Record

    The consent line, then the whole sit, through calls and dead zones.

    A sit recording on the phone, with the stages heard so far.

  2. Sit review

    Scored against your playbook, with the reported reason beside the real one.

    A sit review: the reason the rep reported next to the one the recording shows, the scorecard and the moments.

  3. Mentor

    Level tells the rep what happened, and the drill for this week.

    Mentor on the phone: the week’s drill, the weak spots and the strengths.

  4. Team

    Live sits, notes at the exact moment, tasks, and shared wins.

    Team on the web: wins to approve, the sit of the week and the team’s wins.

  5. Insights

    Close rate, PNS reasons reported and real, by rep and lead source.

    The dashboard: close rate, PNS rate, the reasons reported against the ones the recordings found, and the score by week.

  6. Connect

    Appointments in by CSV, sits out by API and signed webhooks.

    Importing appointments from a CSV: each column matched to a TrueSit field.
California, all-party consent
Cal. Penal Code 632
“I record my appointments so I can give you an accurate quote. Is that all right with both of you?”
The consent table
StateThe lawThe line
CaliforniaAll-partyRequired; Start waits for I said it
KansasOne-party, in personRequired, unless your organization makes it recommended
Every other stateNot confirmed yetRequired
Recording noticeAviso de grabación

A sample sit, start to finish

Sample data
Appointment
Kitchen remodel
Length
4 h 12 min
Quoted
$58,400
Outcome
No sale
  1. 0:00:05

    Daniel greets Mike and Jen at the door.

  2. 2:14:32

    A call comes in. The recording pauses, marks the gap and resumes at 2:18:05.

  3. 2:24:14

    Daniel names a range: anywhere from forty to eighty thousand.

  4. 2:55:45

    The price lands. Mike: Fifty-eight. Wow. Price conditioning was never heard.

  5. 3:02:44

    Jen asks about the warranty. Nobody answers her.

  6. 4:12:00

    No sale. Daniel reports still getting quotes.

  7. Next day

    The manager plays the three-minute cut. Level sets Daniel’s drill: price conditioning.

Founding teams

Now onboarding a few founding teams in California. They shape the roadmap.

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Questions

Is recording legal where I work?

Recording law is set by state: some states need everyone in the conversation to agree, others need only one person, which can be the rep. Before every sit the phone shows the rule for that sit’s state, from your organization’s consent table, and the line the rep says; where everyone must agree, Start waits until the rep taps I said it, and the sit keeps which version of the line was used. This is not legal advice, so check your states with your own counsel.

How do reps take it?

The rep runs the recording: nothing records until they slide to start at the door, and they end it when they leave. If they forget, it pauses after a stretch with nobody talking and ends after a set number of hours. After each sit the rep gives their own score and reason before they see ours, their private notes stay theirs, and Mentor shows them the one thing to work on this week. Location is shared only if the rep turns it on.

Who owns the recordings?

Your company does. Recordings, transcripts and notes belong to your organization; we store and process them to run TrueSit for you, and we never sell them. Org admins set retention, export data and delete sits; managers can listen and comment but cannot download, export or delete. When a rep leaves, their sits stay with the company.

What if a call comes in, or there is no signal?

The recording pauses for the call, marks the gap in the transcript and picks up again after it; if it cannot resume on its own, the phone keeps alerting the rep until they act. With no signal, the phone keeps the sit in encrypted pieces and uploads them when it can. If the app is closed mid-sit, a Not recording alert asks the rep to resume.

Resources

What’s newRelease notes in plain words, newest first.HelpOne task a page, for reps, managers and admins.Recording noticeWhat homeowners are told, and how to ask for deletion.TrustHow sits are encrypted, who can open them, how long they stay.

Hear the sits you missed.

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