This is where new Peak Services Pros build the muscle. Practice live against Lisa Martinez — our AI homeowner — until opening, discovering, and booking the appointment is second nature. Then score yourself on the Level 1 card.
Five steps. The whole rep should take about 5–8 minutes. Do it every day until it feels easy.
Skim Meet Lisa below so you know who's answering. Don't memorize it — just know the situation.
Tap the green orb, enter the access word, and the call starts. You own the opening — Lisa just says "hi."
Open → build trust → discover → create value → handle the objection → ask for the appointment → book → collect info → confirm.
When you're done, say "End Simulation." The bot switches to Coach Mode and grades your rep.
Fill out the Level 1 Scorecard at the bottom with your trainer. 80+ with a booked appointment = advance.
She's the same homeowner every time — a real Level 1 door. A good opportunity hiding behind a normal amount of resistance. Your job is to earn your way in.
Brand-new home, but the backyard is bare dirt. She and Daniel know they want to finish it — turf, pavers, plants, maybe lighting and a seating area — but they're stuck in decision paralysis. Every conversation ends with "we'll figure it out," then nothing happens. That's exactly why your knock is relevant… she just doesn't know it yet.
This is the path every Level 1 rep is graded on. Hit them in order and the appointment takes care of itself.
Introduce yourself, name Peak Services, give a believable reason for knocking.
Be calm and human. Learn her name. No fake friendliness.
Ask open questions. Find the real "why" and what's stalled the project.
Tie Peak Services to what she wants. Explain the free design & estimate.
Navigate her one soft objection naturally — don't get pushy.
Directly ask for the appointment. Offer specific choices.
Lock a specific date & time. Make sure Daniel can be there.
Get name, phone, email, and confirm the address.
Reconfirm the appointment before you leave.
Open → Discover → Value → Ask → Book → Confirm.
End Simulation out loud. Lisa steps out and Coach Mode grades your rep and tells you what to fix. Then run it again.Fill this out with your trainer right after the rep. Scores add up live. 80+ with a booked appointment and no critical failures = ready to advance.
| Grade | A | B | C | D | F |
|---|---|---|---|---|---|
| Score | 90–100 | 80–89 | 70–79 | 60–69 | Below 60 |
| Level | Field-ready | Strong | Repeat L1 | Fundamentals missing | Not ready |