sales-siro

What this skill does

# Siro Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What do you need help with?**
   - A) Setting up Siro for my field sales team
   - B) CRM integration (Salesforce, HubSpot, Zoho, Pipedrive, Dynamics, SugarCRM)
   - C) Improving recording quality or reducing battery drain
   - D) Using Halftime real-time coaching or customizing scorecards
   - E) Building a custom API integration (webhooks, extractions, deep linking)
   - F) Comparing Siro to other field sales coaching tools (Rilla, SalesAsk, Craft)
   - G) Troubleshooting recording, processing, or billing issues

2. **What industry?**
   - A) Home services (HVAC, plumbing, electrical, pest)
   - B) Home improvement / remodeling / windows
   - C) Auto dealerships or auto repair
   - D) Solar / roofing
   - E) Telecom / door-to-door
   - F) Medical devices / healthcare
   - G) Political canvassing
   - H) Other field sales

3. **Team size?**
   - A) Small team (<10 reps)
   - B) Mid-size (10-50 reps)
   - C) Large (50+ reps)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Picking a virtual/online meeting note-taker (not field sales) | `/sales-note-taker {user's question}` |
| Building a coaching program or training cadence | `/sales-coaching {user's question}` |
| Reviewing a specific recorded call for coaching | `/sales-call-review {user's question}` |
| General CRM integration patterns (Zapier, webhooks, iPaaS) | `/sales-integration {user's question}` |

Otherwise, answer directly below.

## Step 3 — Siro platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, CRM integration via Merge, API endpoints, recording workflow, Halftime coaching, scorecard setup.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**For setup**: Walk through mobile app installation → recording consent setup (11 two-party states) → CRM connection via Merge → scorecard customization → first Halftime coaching session.

**For CRM integration**: Siro uses Merge for standard CRMs (Salesforce, HubSpot, Zoho, Pipedrive, Dynamics, SugarCRM). For custom CRMs, use Siro's REST API — sync engagements and opportunities via PUT endpoints, then listen for `recordingProcessed` / `recordingLinked` webhooks. Entity extractions auto-populate CRM fields.

**For recording issues**: Check device placement (chest pocket or collar clip), ensure app is foregrounded, verify offline mode is working. Battery drain is expected for sustained recording — suggest a battery pack for all-day field work.

**For coaching**: Use Halftime for mid-call coaching. Customize scorecards to match your industry's sales process. Use "Ask Siro" for quick answers without reviewing full recordings.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about pricing and integration gotchas that may be outdated.*

- **Pricing is not public.** Estimated $200-350/rep/month (~$3,000+/user/year). Annual contract required, 5-10 user minimum. Setup fee $2,000-$5,000. Renewal price increases of ~15% reported.
- **Coaching prompts are horizontal, not vertical.** Siro's objection-handling suggestions are generic across industries. If your reps sell HVAC or roofing, you'll need to customize scorecards heavily — the defaults won't reference trade-specific pricing objections.
- **No call center coverage.** Siro only coaches in-person field sales. If your sales process starts with a CSR booking the appointment, that call isn't captured. Pair with a phone-based tool for full-funnel coaching.
- **11 U.S. states require recording consent.** California, Massachusetts, Connecticut, Florida, Maryland, Illinois, Washington, Montana, Pennsylvania, New Hampshire, Oregon. Siro doesn't auto-handle consent — train reps to disclose.
- **Battery drain is real.** Sustained mobile recording drains batteries fast. Recommend portable chargers for reps doing 4+ appointments per day.
- **Support tiers matter.** Starter/Professional plans get email-only support with 24-48 hour response. Enterprise gets a dedicated account manager.

## Related skills

- `/sales-salesask` — Sales Ask platform help — direct competitor for home services field + call center AI coaching with active Coach Dean feedback. Install: `npx skills add sales-skills/sales --skill sales-salesask -a claude-code -y`
- `/sales-rilla` — Rilla platform help — direct competitor for field sales AI coaching. Install: `npx skills add sales-skills/sales --skill sales-rilla -a claude-code -y`
- `/sales-craft` — Craft platform help — real-time in-appointment AI coaching + 24/7 AI call center + revenue recovery (the only tool that coaches live during the appointment). Install: `npx skills add sales-skills/sales --skill sales-craft -a claude-code -y`
- `/sales-note-taker` — Choosing an AI note-taker for virtual/video meetings (Fathom, Fireflies, Gong, etc.) and building transcript API pipelines. Install: `npx skills add sales-skills/sales --skill sales-note-taker -a claude-code -y`
- `/sales-coaching` — Building coaching programs, onboarding, role-plays, certifications
- `/sales-call-review` — Reviewing a specific call recording for coaching feedback
- `/sales-integration` — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do -a claude-code -y`

## Examples

### Example 1: Setting up Siro for a roofing sales team
**User says**: "I run a roofing company with 8 field reps doing in-home estimates. How do I get Siro set up?"
**Skill does**: Walks through mobile app install, recording consent requirements for their state, CRM connection (ServiceTitan or Salesforce via Merge), scorecard customization for roofing-specific objections (price vs competitor, material choices, financing), and first Halftime coaching session setup.

### Example 2: Building a custom CRM integration
**User says**: "I use a custom CRM and need Siro data flowing into it automatically."
**Skill does**: Walks through Siro's REST API — creating an OAuth app, syncing engagements and opportunities via PUT endpoints, setting up webhooks for `recordingProcessed` events, extracting conversation data (decision maker, objections, next steps) via the entity extractions endpoint, and deep linking from CRM to Siro recordings.

### Example 3: Comparing Siro vs Rilla
**User says**: "Should I go with Siro or Rilla for my HVAC team?"
**Skill does**: Compares pricing (~$3K/user/yr Siro vs ~$4K/user/yr Rilla), coaching approach (Siro has Halftime real-time coaching, Rilla is post-appointment only), CRM integrations (both use Merge for 5+ CRMs), industry focus (Siro is multi-industry, Rilla dominates home services), offline capability (both work offline), and contract terms (both annual, both have minimums).

## Troubleshooting

### Coaching prompts feel generic — not relevant to my industry
**Symptom**: Siro's suggested rebuttals and coaching tips don't match your vertical's specific objections
**Cause**: Siro's default coaching is built for horizontal sales, not tailored to HVAC pricing pushback, roofing material objections, or auto repair upsells
**Solution**: Customize scorecards with your industry-specific criteria. Upload your sales script or top-performer recordings so Siro learns your process. Create custom evaluation criteria that match your objection categories.

### Battery dies before finishing daily appointments
**Symptom**: Phone runs out of battery during the 3rd or 4th appoi