Ladder AI

Home services sales reps (in trades like roofing, HVAC, and similar fields) must sell on-site while also handling follow-ups, CRM data entry, and generating referrals, leaving less time for selling itself. Managers cannot ride along on every appointment, so they lack visibility into which reps need coaching and where. Existing virtual ride-along tools reportedly suffered from adoption problems, suggesting reps did not find them useful enough to use consistently.

Ladder is a personal AI assistant built specifically for home services sales reps that records sales appointments and uses that data to provide coaching, halftime advice, and identify what is working so every rep can be coached toward it. It automates busy work such as follow-ups and CRM data entry, and helps generate referrals through things like personalized gifts and fulfilled promises. For managers, Ladder surfaces which reps need help and where, so their limited ride-along time is better targeted. It integrates with CRMs including ServiceTitan and AccuLynx, with most other CRMs integrable in about two days.