Knocks
82
+6 vs last week
walk-in sales prospecting
Leave the business with an outcome.
Knockdesk is field sales software for walk-in sales prospecting at the business front door. This page is b2b door to door sales and b2b canvassing of storefronts, including small business canvassing next to merchant services. It is not a household knocking playbook. The sample field rows on this page are a fixture of visit outcomes. They are not a customer storefront day.
Book a WalkthroughField activity
Sample
Today · North ridge
- 418 Oak AveMaya Chen · 2:14 PMAppointment
- 22 Harbor RdJordan Hale · 2:41 PMNot home
- 90 Pine CtAlicia Brooks · 3:05 PMCallback
The map
Storefront territories the rep can actually hold
Walk-in sales prospecting fails when two reps claim the same block of shops. Draw a territory around the commercial area, then cut turf from business pins or a CSV of storefront addresses. One vendor sits on that turf. A weekly visit target can sit on the territory or the turf. The draw screen sits on sales territory mapping.
Draw the territory
Polygon, circle, or rectangle, or pick a zip, county, or state for the commercial area.
Cut storefront turf
Lasso inside the territory, a CSV of business pins, or pins already on the map. New turf cannot overlap turf already cut.
Assign the walk
One vendor, a weekly visit target, and a field rep who works those pins.
The visit
Visit outcomes built for businesses
A note in a phone is not a visit. The rep logs the outcome at the pin. Admins set Display Name and knock behavior on Outcome Stages. Business Closed is already a status. Gated / No Access is already a status. You can add a stage the crew actually says at the counter, including a gatekeeper label, with Requires Notes or Requires Follow-up.
| Outcome | On the pin |
|---|---|
| Business Closed | The place is not open to work. |
| Gated / No Access | The rep could not reach the decision maker. |
| Contact - Call Back | Requires Follow-up can force the next visit. |
| Contact - Interested | Creates Lead can open a lead when that switch is on. |
| Sold | A closed knock on that vendor. |
The desk
Gatekeepers get a stage, not a private note
A lobby note is how b2b canvassing dies when the gatekeeper name stays private. Add a Display Name the rep picks, turn on Requires Notes so the name is on the pin, and turn on Requires Follow-up so Complete visit cannot finish without the next visit. That is Outcome Stages. It is not a second product.
Requires Notes
Complete visit waits until the note is there. The gatekeeper name stays on the pin.
Requires Follow-up
Complete visit waits until the next visit is set.
Creates Lead
Turn this on when the stage should open a lead from that walk-in.
The next visit
Follow-up cadence on the pin, not in a chat
The callback is how small business canvassing compounds on the same pin. Contact - Call Back can require the follow-up. The rep sets that follow-up before Complete visit. The next stop can sit in the driving order on turf they hold. The unfinished order sits on sales route planning.
| What you watch | What Knockdesk does |
|---|---|
| The stage | Requires Follow-up blocks Complete visit until the next visit is set. |
| Contact - Call Back | A built-in stage that can carry that switch. |
| The route | Unfinished stops on held turf, including the callback pin. |
The example
A merchant services walk-in on this desk
Merchant services is the B2B front door this playbook sits beside. An ISO crew cuts storefront turf, logs the visit, holds the gatekeeper on a required note, sets the follow-up, and reconciles the vendor file on the confirmation date. The industry page is merchant services. The table is a worked example of the product, not a customer book of business.
| Beat | On the desk |
|---|---|
| The territory | Draw the commercial area. Cut turf from storefront pins. One payments vendor on that turf. |
| The walk-in | Log visit at the pin. Pick the outcome. Business Closed still saves. |
| The gatekeeper | A stage with Requires Notes and Requires Follow-up. |
| The callback | Contact - Call Back on the same pin. Unfinished stops stay on the route. |
| The file | Match the vendor file to a won deal on CRM email. Pay the rate at confirmation. |
The sequence
How b2b door to door sales gets on the pin
b2b door to door sales here is the walk-in you can replay on Friday, not a stack of paper menus. Bring one commercial area to the walkthrough and we will cut it with you.
- 1Draw a storefront territory and cut turf from business pins or a CSV.
- 2Add the business stages you need on Outcome Stages, including a gatekeeper label with Requires Notes and Requires Follow-up.
- 3The rep logs the visit at the pin and picks the stage. Business Closed and Gated / No Access are already there.
- 4Contact - Call Back can force the next visit when Requires Follow-up is on.
- 5Order unfinished stops on held turf, including the callback.
- 6For merchant services, match the vendor file to won deals on the confirmation date.
The week
The week is visits, not a claimed walk count
The sample metrics on this page, 82 knocks and 11 appointments, are a fixture. They are not a customer storefront week. Managers read coverage on the turf they assigned. Reps write the outcome at the pin.
This week
Sample
Appointments
11
+2 vs last week
Recorded talks
9
Same week
Related
Stay on the B2B desk
- Read Full desk pricing
One seat is Full desk.
- Open merchant services
The vertical this walk-in playbook sits beside.
- See every industry
The hub that lists merchant services next to the other field crews.
- Cut storefront turf
Territory and turf for the commercial area, with one vendor on the turf.
- Order the callback stops
Unfinished business pins on turf they hold, including follow-up.
- Log the walk-in
The visit still completes on the canvassing desk at the pin.
- Open the manager seat
The person who reads coverage and the outcomes on storefront turf.
- Reconcile the merchant file
Pay the vendor rate on the confirmation date. A missing rate stays empty.
- Run a summer program instead
The 10 to 12 week calendar when the crew is seasonal.
- Launch a new market
Territory from a list, turf, saturation, and a launch contest.
FAQ
Frequently asked questions
What is walk-in sales prospecting in Knockdesk?
Walk-in sales prospecting is logging the business visit at the pin on storefront turf. Knockdesk is field sales software. This page is not a household knocking playbook.
Is this for b2b door to door sales?
Yes. b2b door to door sales here is the business front door: storefront territories, visit outcomes, gatekeepers, and follow-up on the same pin.
What is b2b canvassing on this desk?
b2b canvassing is turf cut from business pins, a logged visit, and an outcome stage the admin set, including Business Closed and Gated / No Access.
What is small business canvassing here?
small business canvassing is the same storefront turf, with Requires Follow-up on the callback and unfinished stops on the route the rep holds.
How does a merchant services walk-in work?
Cut storefront turf for the payments vendor, log the visit, hold the gatekeeper on a required note, set the follow-up, then match the vendor file on the confirmation date.
Which plan includes walk-in prospecting?
Full desk is the only Knockdesk plan. It is Full desk. A free trial is not open.
The storefront
Bring the shop that never got a follow-up.
We will cut one storefront turf, add a gatekeeper stage, and complete a visit that requires the next stop. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough