summer sales program checklist
A summer sales program checklist on turf they hold
A summer sales program checklist is the turf, the contest, and the confirmed sale you line up before the crew is in the field. Knockdesk is field sales software. Draw the territory, cut turf that does not overlap, and keep one vendor on that turf. Print from this browser. Checks stay in this browser. There is no separate PDF file.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Draw the territory and cut turf the crew can hold | Draw the shape, the zip, the county, or the state, then cut turf inside it. A new turf cannot overlap turf already cut. This summer sales program checklist starts there. | Mark the area on a printed map. | |
| Put one vendor on the turf and set a weekly visit target | One vendor is required. The weekly visit target is 1 to 100,000 visits a week, or blank. Blank means no target. | Your notes | |
| Assign the turf before the first route | The rep works pins on turf they hold. The route after that is unfinished stops. Done stays done. | Your notes | |
| Assign onboarding and leave knocks open | Onboarding does not block a knock or a route. My Onboarding stays until Completed or Manually Completed. | Your notes | |
| Start the contest and decide if eligibility waits on finished onboarding | Contest eligibility can require finished onboarding. Save as draft, then make it live when you want the crew to see it. Head to head stays invite only. | Your notes | |
| Set the shift the summer crew will actually be in | Clocked In vs Knocking are shift states. Auto-Clock can start on a route or a knock. Both switches start on unless you turn them off. | Your notes | |
| Count Not Home, and leave Do Not Contact out of coverage | Not Home still saves and still counts. Do Not Contact is off the knock list and out of coverage. Invalid Address stays out of coverage too. | Your notes | |
| Set Field prospecting before anyone knocks an unassigned place | Field prospecting is Full lockdown, Semi lockdown, or Unrestricted. Full lockdown keeps the rep on assigned pins. | Your notes | |
| Pay confirmed sales from a saved rate | The vendor rate at confirmation is used first, then the organization default. The product never invents a rate. A residual is paid only if a saved rate already exists. | Your notes | |
| Print this summer sales program checklist from the browser | Checks stay in this browser. There is no separate PDF file. | Your notes |
The program
How to run this summer sales program checklist
Mark the rows before week 3, while turf can still be cut and the contest can still stay a draft. A program that starts in a chat has no owner on the doors.
- 1Print from this browser. Checks stay in this browser.
- 2Draw the territory and cut turf that does not overlap. Put one vendor on it.
- 3Assign the turf, then assign onboarding. Onboarding does not block a knock.
- 4Save the contest as a draft. Turn on Require finished onboarding if eligibility should wait.
- 5Make the game live when you want it seen. Watch Clocked In vs Knocking on the shift.
- 6Pay the vendor rate at confirmation. Leave the amount empty when no saved rate exists.
The weeks
A 10 to 12 week calendar on turf you already cut
The summer solution uses a 10 to 12 week calendar. This summer sales program checklist follows that window. The rows are the jobs on the desk, in that order.
| Window | Job |
|---|---|
| Weeks 1 to 2 | Draw the territory, cut turf, and assign onboarding. Knocks stay open. |
| Weeks 3 to 4 | A contest can require finished onboarding. Save as draft, then make it live. |
| Weeks 5 to 8 | A longer game can score conversations or appointments. Auto-Clock can start on a route or a knock. |
| Weeks 9 to 10 | Head to head stays invite only. Eligibility can still wait on finished onboarding. |
| Weeks 11 to 12 | Score confirmed sales. Pay the vendor rate at confirmation, then the organization default. |
The turf cut
The program is turf they can finish
The turf cards on this page are a fixture. A summer sales program checklist is those cuts: one vendor, no overlap, and a contest that can wait on finished onboarding while knocks stay open.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
The overlap
A new turf cannot overlap turf already cut. One assignee holds that turf.
The open knock
Onboarding does not block a knock. Contest eligibility can still require finished onboarding.
The empty rate
The product never invents a rate. A residual is paid only if a saved rate already exists.
The shift
Clocked In vs Knocking are the states on the summer shift. Auto-Clock can start on a route or a knock.
Related
After you set the program
- Field sales resources
The hub this summer sales program checklist sits on.
- Summer sales programs
The 10 to 12 week calendar, the contest, and confirmed sales.
- Draw the territory
Cut turf inside the boundary. One vendor. No overlap.
- Open Compete
Save the game as a draft. Eligibility can require finished onboarding.
- Commission tracking
Vendor rate at confirmation, then the organization default.
- New sales territory checklist
Draw and cut before the summer crew drives.
- Sales manager weekly checklist
The weekly read of turf, visits, scores, the contest, and blanks.
- Full desk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
What is a summer sales program checklist in Knockdesk?
A summer sales program checklist lines up turf, the contest, and the confirmed sale before the crew is in the field. Knockdesk is field sales software. Draw the territory and cut turf that does not overlap.
What has to be true before the crew is out?
The territory is drawn, turf is cut with one vendor and no overlap, and the turf is assigned. Onboarding does not block a knock.
Does onboarding block knocks in a summer program?
Onboarding does not block a knock or a route. My Onboarding can stay open while the rep works the turf.
Can the contest wait on finished onboarding?
Yes. Contest eligibility can require finished onboarding. Save as draft until you want the game live. Head to head stays invite only.
How is a confirmed sale paid?
The vendor rate at confirmation is used first, then the organization default. The product never invents a rate. A residual is paid only if a saved rate already exists.
Does this page say how many people leave?
This summer sales program checklist does not give a count of who stays or leaves. It sets turf, the contest, and the confirmed sale.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The send-off
Bring the turf before the crew drives.
We will cut turf that does not overlap, leave knocks open during onboarding, and pay a saved rate on confirmed sales. Full desk is on the pricing page. A free trial is not open.
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