setter closer sales model

Run the setter closer sales model on one visit

The setter closer sales model is a setter outcome, an appointment handoff, and notes the closer reads on the same visit. Knockdesk is field sales software for that handoff. Pay follows the vendor rate on the confirmed sale. There is no automatic setter and closer split.

Book a Walkthrough

Deal

Sample

Oak Ave install

$4,200

Jordan Hale

Won · pending review

Maya Chen · close Oct 18 · 6d in stage

The setter

Appointment setter software door to door logs the outcome on the pin

The setter knocks turf they hold and picks the outcome after the knock. The appointment is that outcome on the visit, not a text the closer has to reconstruct. When the stage requires notes, the notes stay on the visit. Onboarding does not block the setter from knocking.

The outcome
The setter logs the outcome on the pin, including the appointment they booked.
The notes
Notes required by that stage sit on the visit. The closer should not rebuild the household from a thread.
The turf
Setter turf is cut inside a territory. New turf cannot overlap turf already cut.

The pass

The appointment handoff is the visit, not a second system

The handoff is the closer opening the visit the setter already logged. Same address, same notes, same outcome. Nothing in Knockdesk splits commission between the two seats.

1Cut turf inside the territory and assign the setter. New turf cannot overlap.
2The setter logs the outcome at the door, including the appointment, and writes the notes the stage requires.
3The closer opens that visit and reads the notes before they sit down.
4Confirm the sale when it is won. Pay follows the vendor rate on that confirmed sale.
5Do not look for an automatic setter and closer split. Knockdesk does not have a split-commission feature.

The notes

The closer sees the notes on the visit

The closer opens the visit and reads what the setter wrote: the outcome, the appointment, and the notes. Recording on that knock is opt-in. Consent is a step. Skip still logs the outcome. A score does not replace the logged outcome. If you paste a talk into Coach, the steps are opening, rapport, discovery, presentation, objections, and close. There is no script import.

Visit

Sample

Appointment

Maya Chen

Homeowner asked for a Thursday return. Recording marked kept.

The rate

Pay follows the vendor rate on the confirmed sale

Confirmation picks the rate you already saved. It does not invent an amount, and it does not divide that amount into a setter share and a closer share. A residual line appears only when a saved rate exists.

Pay on a confirmed sale
What is saved	What Knockdesk pays
Vendor rate at confirmation	That vendor rate. The window has to contain the confirmation.
No vendor rate	The organization default, if one is saved.
Neither rate	The amount stays empty. The product never invents a rate.
Setter and closer	No automatic split. There is no split-commission feature.

Open the solar desk
Solar crews use the same setter outcome, visit notes, and confirmed-sale rate.
Read Full desk pricing
Full desk is on the pricing page. A free trial is not open.
Open the canvassing desk
The setter logs the knock on the canvassing desk, on turf they hold.
Open commission tracking
Commission tracking pays the vendor rate at confirmation and does not split setter from closer.

FAQ

Frequently asked questions

What is the setter closer sales model in Knockdesk?

The setter closer sales model here is a setter outcome, an appointment handoff, and notes the closer reads on the visit. Knockdesk is field sales software. Pay follows the vendor rate on the confirmed sale.

What does appointment setter software door to door log?

The setter logs the outcome on the pin, including the appointment, and the notes that stage requires. Those notes stay on the visit for the closer.

What does the closer see?

The closer sees the notes on the visit: the outcome, the appointment, and what the setter wrote. They do not rebuild the stop from a separate thread.

Does Knockdesk split commission between setter and closer?

No. There is no split-commission feature and no automatic setter and closer split. Pay follows the vendor rate on the confirmed sale.

Which rate is used on a confirmed sale?

The vendor rate at confirmation. If that vendor has no rate, the organization default is used. If neither exists, the amount stays empty. The product never invents a rate. A residual line appears only when a saved rate exists.

Does onboarding block a setter from knocking?

No. Onboarding does not block knocks. Contest eligibility can still require finished onboarding before someone joins a game.

How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.

The close

Hand the closer the notes, then pay the confirmed sale.

Book a walkthrough and we will log a setter outcome, open those notes on the visit, and show pay from the vendor rate. Full desk is on the pricing page. A free trial is not open.