Questions people ask
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The programme
Who is it for?
New-home sales consultants and their sales managers. It is designed around the conversations that happen in a show home or sales office, on the phone and by email.
How much time does it take?
In the first four weeks there are two masterclasses a week, released on Tuesday and Thursday mornings. After that, it is a few minutes after each customer conversation to write the note and answer the coach.
What if someone misses a class?
They can catch up at any time, and replay any released class until their access ends.
Can we use our own sales approach?
Yes. Your approved sales guidance is added before launch, and the coach uses it alongside the ten discovery questions.
What happens after the six weeks?
Each cohort has an agreed date when access to the classes ends. Customer records stay available to the consultant who wrote them.
What do you need from us to start?
The class topics and dates, your sales approach, the people taking part, who answers the weekly feedback, and a named person for support.
The coach
Which AI does the coach use?
Claude, an AI model made by Anthropic.
Can the coach make things up about a customer?
Every statement it adds must quote the words in your note, and the app checks those words are really there. Its own ideas are labelled as coach suggestions and only join the record if you accept them.
Does the coach contact customers?
No. It can draft a follow-up email, but you check it and send it from your own email app. The app never sends emails to customers.
What if the coach is slow or unavailable?
Your note is saved before the coach sees it, so nothing is lost. You can ask it to try again later.
Managers and privacy
Can managers see everything?
That is agreed with each client before launch. By default, managers can read their own team’s customer records but can’t change them. Private notes, and a consultant’s answers to the coach, are only visible to the consultant.
Does it score or rank people?
No. The Friday overview shows activity, course progress and discovery separately, lists people alphabetically, and says plainly that it doesn’t measure selling skill.
What customer information is sent to the AI?
The customer’s first name and the notes about them. Email addresses and phone numbers are never sent to the coach.
Is it GDPR compliant?
No software is compliant on its own. Before launch, your company agrees how customer information is collected, used, corrected, exported, kept and deleted. The app supports this: deleted customers are removed after a set period and exports are logged.
Can we get our data out?
Yes. Customers and interactions can be downloaded as a CSV file, and each customer has a printable summary.
Thinking about it for your sales team?
Book a call. We’ll show you the programme with example customers and talk through what your first cohort would need.