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Field Sales is your AI coach in the field. It records and transcribes every in-person customer conversation, delivers real-time coaching mid-appointment, and gives you the insights to win more.

What You Get

Real-Time AI Coaching

Checkpoint gives you AI feedback during the appointment — not after. During natural pauses, glance at your phone for tips on what to cover next, how to handle objections, and when to close. Customers won’t notice.

Conversation Analytics

Every recording is analyzed for:

  • Talk time & talk ratio — are you listening enough or talking too much?
  • Talk speed — too fast loses trust, too slow loses attention
  • Filler word usage — “um”, “uh”, “like” tracked so you can clean up your delivery
  • Questions asked — are you running discovery or just presenting?
  • Patience — are you letting the customer finish before responding?

Process Scorecards

Every appointment scored 0-5 against your team’s sales process. See exactly which steps you nailed and which need work. Managers see the same scores and can leave coaching comments on specific moments.

Post-Appointment Insights

After every recording:

  • Full transcript — searchable, shareable
  • AI summary — what went well, what to improve
  • Customer personality type (DISC) — adapt your approach next time

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