Meridian XI

Sales coaching built for Roofers. Review conversations, uncover objections, strengthen every pitch, and turn each appointment into a better close.

Meridian XI is a sales coaching and field-performance app built for authorized roofing-company sales representatives and managers.

Record eligible sales appointments and receive practical coaching based on proven sales principles and your company’s own process. Understand what worked, identify the objection that stopped a sale, and prepare a stronger approach for the next conversation.

SALES CONVERSATION COACHING

Record eligible customer conversations and receive feedback on presentation structure, rapport, delivery, objection handling, closing strategy, and company-specific talking points.

OBJECTION VISIBILITY

Go beyond a simple won-or-lost status. Review why a homeowner hesitated, how the objection was handled, and what the representative could do differently next time.

FIELD ACTIVITY

When enabled by your company and permitted through device settings, document routes, customer visits, houses worked, and time on location.

CUSTOMER AGREEMENTS

Enter customer information, present eligible agreements for electronic signature, and make completed documents available to authorized users and connected systems.

CRM CONNECTION

Send authorized customer, appointment, agreement, and opportunity information to the business systems selected by your company, reducing duplicate entry and keeping the office informed.

BUILT AROUND YOUR COMPANY

The features available in Meridian XI depend on your company, role, implementation, and enabled permissions. Access is limited to authorized users at participating companies.