Cash Clip · $99 add-on
Clip it on. Press once.
Built for the front door: one button, syncs on its own, pairs to its owner on first sync. Add one per rep at checkout.
About the Cash ClipProduct
Hear the call. Coach the next one.
Cash records every in-home appointment, scores it against your playbook and shows the manager exactly which moment to coach. Web review for managers, a mobile app for reps, a recorder that clips on.
Playbook score7.2/10
- Connect00:00–03:109
- Discover03:10–13:457
- Inspect13:45–25:309
- Present25:30–36:004
- Close36:00–41:207
PRESENT · 28:44
“Let me think about it and get back to you.”
CashThe concern behind the pause was never asked for. Coach one clarifying question before the recap.
EndorseVoice noteAdjust score
REVIEW QUEUE4 callssorted by what is at stake
COACHING PRIORITY1 behavioragreed for the next call
Your playbook. The actual conversation. One thing to coach.
Set the standard
Write the sales conversation you want your team to have as a Cash playbook: the questions to ask, the options to present, the close. Edit it, test it on past calls, publish when it is right.
Record from the collar
Reps clip on the Cash Clip and press once. Audio syncs to Cash when the appointment ends. Already own a Plaud NotePin S? Pair it in the mobile app instead.
Cash scores the call
Minutes after sync, the call is split into your playbook sections and scored. Flagged moments link straight to the transcript and the audio behind them.
Coach the moment that paid
Managers open the review queue sorted by what is at stake, jump to the flagged moment, leave a note or a voice memo, and agree one behavior to practice before the next appointment.
Inside the review
Every recording opens as a workspace: the playbook sections down the left, the transcript with flagged key moments in the middle, and the Cash summary and job outcome on the right. Play the audio from any section with one click.
A team view brings call activity and playbook scores together so a manager can decide in a minute which calls deserve a closer listen.
Get past “the call went okay.”
Open the playbook breakdown, pick a coaching priority, and jump to the transcript and audio behind it. Hear what the homeowner asked and how your rep answered before deciding what to coach.
Ask Cash for a second opinion: a coaching question about the call gets an answer grounded in that transcript.
They want another quote. What do you coach?
A homeowner asks for another quote after the advisor presents options. Before coaching the close, check whether the advisor asked what the homeowner wanted to compare. The recording shows you; the score tells you where to look.
Practice one clarifying question, then check for it in the next appointment. That is the loop.
CHOOSE YOUR RECORDER
Two ways to record. One Cash.
Plaud NotePin S · bring your own
Already have one? Pair it.
Pair a NotePin S in the Cash mobile app. Cash imports the audio and scores it exactly like a Clip recording. Nothing extra to buy from Cash.
See the mobile appBefore you decide.
01Do I need a particular recorder?
Reps record with the Cash Clip, a $99 add-on at checkout, or with a Plaud NotePin S you already own, paired in the Cash mobile app. Managers review on the web.
02Should a manager accept every Cash assessment?
No. The score points you to the moment; the manager listens, hears the rep’s side and decides what to coach. Scores can be adjusted and notes endorsed in the review.
03Does this replace our CRM or a training course?
No. Cash reviews and coaches recorded sales conversations against your own playbook. It sits beside your CRM and makes your training stick on real calls.
EVERY CALL SCORED. EVERY REP COACHED.
Put Cash on your next appointment.
$99 per sales rep per month. Managers free. Add a Cash Clip at checkout or pair your Plaud NotePin S.