Guides

Door-to-door sales guides

Practical playbooks for reps, managers and owners of door-to-door and field sales teams.

• How to choose a door-to-door sales app

  A practical checklist for choosing a door-to-door sales app: speed at the door, maps, follow-ups, CRM, pricing traps and how reps feel about tracking.

  7 min read

• Roofing canvassing after a hail storm: a step-by-step playbook

  How roofing teams canvass after hail: picking neighborhoods from radar estimates, working streets, inspections, claims and follow-ups without wasting doors.

  8 min read

• Door-to-door sales tips: 15 habits of reps who close

  Practical door-to-door sales tips for reps and managers: the approach, the first ten seconds, handling no, follow-ups, territory and logging every door.

  7 min read

• What is a door-to-door CRM, and does your team need one?

  What a door-to-door CRM does that a generic CRM does not: knocks on a map, follow-ups from the door, appointments, quotes, e-signatures and one path to paid.

  6 min read

• Managing a canvassing team without tracking your reps

  You can see where your team knocks and how the day went without following reps all day. How to manage door-to-door reps with knock data, not surveillance.

  6 min read

• How to build and run a door-to-door sales team

  Hiring, training, territories, pay and daily routines for a door-to-door sales team, from the first two reps to a team with managers and closers.

  8 min read