For in-home sales teams
Five appointments a day.
Make every one count.
Meridian coaches your reps through the full sales cycle. The first visit, the follow-up window, and the second chance you almost missed.
Most in-home training happens once, at onboarding. After that, every rep figures it out on their own at the kitchen table.
That gap is where deals go sideways. Meridian closes it: before the appointment, during the follow-up, and on the next call.
What your reps get
A system for every stage of the sale.
Not another app to ignore. A coaching desk built around the way in-home sales actually works.
Walk in with a plan
AI generates a pre-appointment brief from the prospect’s name, address, and job type. Situation summary, opening moves, likely objections. Takes 90 seconds.
Practice the hard moments
Reps rehearse against AI buyer personas modeled on your real customer types. Price objections, third-party decision makers, "I need to think about it." On demand, unlimited.
Know what went wrong on the last call
Upload a transcript and Meridian scores it: discovery depth, objection handling, closing signals, next steps. Specific feedback, not just a number.
Follow-up that actually closes
Your call guide keeps every rep on the same page. Your process, your language, your objection responses. Written once, used every day.
Manager visibility without riding along
One dashboard shows every rep’s scores, practice activity, and coaching gaps. See who’s improving, who needs a conversation, and exactly what to work on.
New reps up to speed fast
Your knowledge base captures your methodology so new hires don’t spend three months figuring out your process on their own. Everything in one place, always current.
Built for your market
If you sell at the kitchen table, this is for you.
How it works
Set up in two weeks. Running the same day.
We build your coaching desk
We take your process, your objection library, your language. The knowledge base and call guide are built around how your team actually sells, not a generic template.
Reps prep before every appointment
90 seconds. Name, address, job type. Meridian generates a brief with the situation summary, likely objections, and the right opening moves for that specific visit.
Practice fills the gaps
Reps use AI practice sessions on their own time to rehearse the conversations they keep losing. No schedule coordination, no ride-alongs required.
Managers coach with data
Call scores and practice activity show exactly where each rep needs work. Conversations get specific. Improvement becomes measurable.
Why Meridian exists
Built by a field rep. For field reps.
Meridian wasn't designed in a boardroom. It was built by Matt Morrison, a working in-home sales rep who runs five appointments a day and knows exactly what happens in the gap between the first visit and the close.
The coaching tools that existed were built for inside sales teams with Salesforce and a full enablement department. Nothing was built for the rep who drives to someone's house, sits at their kitchen table, and has to earn the deal.
That's what this is.
"Your reps don't need more apps. They need a system that makes every appointment count, and a way to get better after every one they don't close."
Matt Morrison, Founder, Morrison Systems
Pricing
Simple per-seat pricing.
14-day free trial on every plan. No credit card required to start.
Starter
For teams getting started with structured coaching.
- Opportunity pipeline management
- Custom knowledge base (your methodology)
- Unlimited AI practice sessions
- Quiz assessments by division
- Call guide, fully editable
- 3-seat minimum . Up to 10 seats
- AI call analysis
- AI meeting prep briefs
- Manager dashboard & visibility
- CRM sync (Salesforce / HubSpot)
Pro
Full coaching desk with AI intelligence and manager visibility.
- Everything in Starter
- AI call transcript analysis & scoring
- AI meeting prep briefs
- Readiness assessments
- Manager dashboard & rep drill-down
- Practice assignments from managers
- CRM sync: Salesforce & HubSpot
- Analytics & export (CSV / PDF)
- Up to 25 seats
- Audit log
Enterprise
For organizations scaling coaching across teams and divisions.
- Everything in Pro
- Unlimited seats
- Unlimited AI usage (all features)
- Google SSO
- API access
- Custom integrations
- Dedicated onboarding
- Priority support
Common questions
Answers before you ask.
Both, but this version is built specifically for companies that run in-home appointments. Pool renovation, coatings, HVAC, roofing, windows, solar, and similar. The knowledge base, call guide, and practice scenarios are configured to match how those sales actually work.
Onboarding typically takes about two weeks. We use that time to build your knowledge base, write your call guide, configure your practice personas, and make sure everything reflects your actual sales process. Your reps can start the same day setup is complete.
The interface is simple by design. Most reps are using it confidently within a day. There is no complex workflow to learn. They open their brief before an appointment, run practice sessions when they have time, and review their call scores after the fact.
That is one of the strongest use cases. Your methodology lives in the knowledge base. New reps get up to speed on your process, your objection responses, and your product before they ever run an appointment. Practice sessions let them rehearse without a manager spending hours with them.
No. Meridian works as a standalone coaching desk. If you do use Salesforce or HubSpot, it is designed to sync with them so your pipeline data flows without double entry.
The prep brief takes under two minutes. Most reps pull it up in the driveway before they walk in. Practice sessions are available whenever a rep has downtime. The goal is a low-friction habit, not another thing to manage.
Get Started
See Meridian for home improvement teams.
Tell us about your business and we will show you exactly how Meridian works for in-home sales, customized to your trade and your team.