EAP × Plaud.ai — Sales Intelligence Partnership
Announcing a New Partner Integration

Capture Every Conversation.
Coach Every Rep. Win More Work.

Equity Acceleration Partners and Plaud.ai bring together expert sales coaching and AI-powered voice intelligence — built for contractors and building materials companies ready to perform at a higher level.

EAP
Equity Acceleration Partners
Sales Coaching & Business Advisory
+
PL
Plaud.ai
AI Voice Recorder & Note-Taking
Serving Contracting & Building Materials Industries
Roofing · HVAC · Landscaping · Paving · Painting · Plumbing · Manufacturers & Distributors

The Challenge

Sales coaching only works when you know what's actually happening in the field.

Most contracting sales teams operate on gut instinct, inconsistent follow-up, and post-call memory. Critical details get lost. Coaching stays generic. Performance plateaus — and no one knows exactly why.

Lost Conversations

Sales reps walk away from on-site estimates and prospect calls with partial notes at best. Key objections, pricing concerns, and buying signals never make it back to the coach or CRM.

Coaching Without Data

Without a record of actual sales conversations, coaching is abstract. Managers can't pinpoint exactly where a deal stalled — and neither can the rep.

Inconsistent Discovery

Contractors rely heavily on in-person estimates and jobsite walkthroughs. When discovery questions aren't documented, follow-up proposals miss the mark and close rates suffer.

Accountability Gaps

Sales pipeline reviews become guesswork when the underlying conversations aren't captured. Training investment fades without reinforcement tools tied to real field activity.

The Solution

A complete loop from conversation to coaching to performance.

The EAP + Plaud.ai partnership connects hardware, AI, and expert coaching into a single performance system designed for how contractors actually sell.

1
Plaud.ai

Capture in the Field

Sales reps wear the Plaud NotePin or carry the Plaud Note Pro to every estimate, site walk, and follow-up call. One press records crystal-clear audio — hands free, always on.

2
Plaud.ai

Transcribe & Summarize

Plaud's AI engine generates accurate transcripts in real time, labels each speaker, and produces structured summaries — follow-up actions, objections raised, and next steps — instantly.

3
EAP

Review with Your Coach

EAP sales coaches review call and visit summaries with reps during weekly coaching sessions. Real conversations replace role-play assumptions. Patterns surface fast.

4
EAP

Apply the CAST+BUILD System

EAP coaches map conversation data to our proprietary CAST Discovery and BUILD Presentation framework — closing gaps in questioning, objection handling, and proposal alignment.

5
Together

Measure & Compound

Over weeks and months, your team builds a documented repository of winning conversations. Coaching reinforces what works. Performance compounds — and your pipeline proves it.

"The biggest problem in contracting sales isn't effort — it's that the best reps can't explain how they close, and the average reps can't see what they're missing. Plaud gives us the data to change that. Now we coach what actually happened, not what people think happened." — Keith Knutter, Founder & CEO, Equity Acceleration Partners

What's Included

Two powerful tools. One integrated system.

Every EAP sales coaching engagement can now be paired with the right Plaud.ai device — giving your team the capture hardware and AI intelligence to go with their coaching program.

Plaud Hardware

Plaud Note Pro

Ultra-slim AI voice recorder designed for professionals in high-stakes conversations. Perfect for inside sales reps on the phone and field reps in customer meetings.

  • 30-hour continuous recording, 60-day standby
  • AI transcription in 112 languages with speaker labels
  • 10,000+ professional summary templates
  • Instant meeting minutes, to-do lists & follow-up drafts
  • "Ask Plaud" — chat with your recording history
  • ISO 27001, SOC II, HIPAA compliant data security
Plaud Hardware

Plaud NotePin

Wearable AI recorder that attaches as a necklace, clip, or wristband — ideal for field estimators and outside sales reps who need both hands free during jobsite visits.

  • Versatile wear options: necklace, wristband, clip, or pin
  • 20-hour continuous recording, 40-day standby
  • 64GB on-device storage — never lose a conversation
  • Includes 300 transcription minutes/month free
  • Export to CRM, cloud, or project management tools
  • Designed for in-person meetings without phone distraction
EAP Coaching

CAST+BUILD Sales Training

EAP's proprietary sales methodology built specifically for contractors — covering discovery, presentation, objection handling, and pipeline discipline in eight structured modules.

  • CAST Discovery framework for qualifying opportunities
  • BUILD Presentation for higher-margin proposals
  • ECHO objection-handling technique
  • Pipeline management and CRM discipline
  • Weekly 1:1 coaching sessions with industry-experienced coaches
  • Conversation review built into every coaching cycle
EAP Coaching

Inside Sales Coaching Program

Structured coaching for inside sales reps handling inbound leads, outbound prospecting, and phone-based selling — with Plaud recording every call for real-time feedback.

  • Call flow and opening optimization
  • Needs-based questioning techniques
  • Overcoming phone objections in contracting contexts
  • Call-to-appointment conversion tracking
  • Plaud Note Pro integrated into all call reviews
  • Available as individual or cohort group format

Why It Works

What each partner brings to your sales team.

🎙️
Plaud.ai Delivers
Hardware + AI Intelligence
  • Hands-free recording during on-site estimates and jobsite walkthroughs
  • Instant AI transcription with speaker identification — no manual note-taking
  • Structured summaries tailored to sales meeting templates
  • Searchable conversation history reps can reference before follow-up calls
  • Action items and next steps auto-generated after every interaction
  • Export to CRM, email, or cloud storage — fits your existing workflow
  • Enterprise-grade data privacy — recordings never used for AI training
📈
EAP Delivers
Coaching + Methodology
  • Industry-specific sales coaching from coaches with 20+ years in contracting
  • Proven CAST+BUILD methodology designed for the trade sales cycle
  • Weekly coaching sessions using Plaud transcripts as the foundation for feedback
  • Objection library built from actual field conversations in your vertical
  • Proposal alignment coaching — matching what you heard to what you present
  • Pipeline accountability tied to conversation quality, not just activity metrics
  • 7× gross profit performance guarantee backing EAP's sales coaching programs

Built for performance you can measure.

Illustrative benchmarks based on EAP's advisory experience across contracting industry clients.

Gross Profit Guarantee on Sales Coaching
30hrPlaud Recording Capacity Per Charge
112Languages Supported by Plaud AI
8CAST+BUILD Training Modules
22+Years EAP C-Level Contracting Experience

Performance guarantee terms apply per EAP engagement agreement. Plaud specifications per manufacturer.

Who We Serve

Designed for the businesses that build America.

The EAP + Plaud.ai partnership is purpose-built for sales teams operating in field-intensive, relationship-driven, high-ticket trade environments.

🏠

Residential Roofing

Capture every on-roof estimate and kitchen table close with hands-free recording.

🏢

Commercial Roofing

Document complex multi-stakeholder conversations and specification walkthroughs.

❄️

HVAC Contractors

Record service call upsells and system replacement consultations precisely.

🌿

Landscaping

Capture property walkthrough details that shape winning landscape proposals.

🛣️

Paving & Concrete

Document site conditions and scope discussions for accurate, winnable bids.

🎨

Painting Contractors

Record walkthrough notes and customer preferences for professional proposals.

🔧

Plumbing & Mechanical

Capture service and replacement sales conversations with complete accuracy.

🏭

Building Materials Mfrs.

Strengthen inside sales team conversations with distributor and dealer accounts.

📦

Materials Distributors

Document rep calls with contractor customers for coaching and retention insights.

Ready to turn every conversation into a coaching opportunity?

Schedule a no-obligation discovery call with Keith Knutter to see how EAP Sales Coaching and Plaud.ai can work for your team.

Book Your Discovery Call