A disciplined process behind every knock.
Our programs follow the same proven framework in every market, industry and channel (door-to-door, big box, events and call center), so results are predictable and quality never depends on luck.
Six phases from first call to full scale
Discovery
We learn your product, offer, customer profile, brand standards, compliance requirements and goals.
- Goals and success metrics
- Offer and pricing review
- Compliance and verification requirements
- Reporting needs
Market & territory plan
We map markets and build a territory plan before anyone is hired.
- Market prioritization
- Door counts and serviceability
- Zone design and routing
- Permit and local rule review
Recruit & train
Local recruiting, hands-on training and your product certification.
- Local hiring pipelines
- Role-play and field training
- Product certification
- Supervised field days
Launch
Teams go live channel by channel: at the door, in stores and at events, and on the phone.
- Phased territory and location rollout
- Daily huddles and coaching
- Ride-alongs, call monitoring and audits
- Rapid feedback loops
Verify & administer
Every order is verified and every process documented.
- Order accuracy and consent checks
- Order tracking to activation
- Chargeback management
- Contractor pay administration
Report & optimize
Transparent numbers and continuous improvement.
- Daily production and quality reports
- Weekly performance reviews
- Field intelligence on objections and competitors
- Territory and staffing adjustments
Clear reporting, every day
Every program comes with clear, regular reporting. No black boxes, no surprises at month-end.
- Doors knocked & contacts made
- Presentations & conversion rate
- Sales by rep, team & territory
- Verification & quality pass rate
- Install / activation rate
- Cancellations & chargebacks
The system behind our field teams
When a client doesn't require a specific system, our teams run on Hodor CRM, a field-sales platform built for door-to-door.
It keeps territories, doors, sales and pay in one place, so reps, team leads, managers, our back office and our clients all work from the same live picture:
- Territories drawn on a map and assigned to teams or individual reps
- Every knock logged from the doorstep, with status, follow-ups and photos
- Offers, installation dates and contracts recorded at the door
- Commissions and chargebacks tracked per rep
- Results and statistics update instantly, and team leads, managers and clients can see them directly, by area, team or rep
- Training and certification before a rep sells on a project
- Runs in the phone's browser, with an open API for connecting to other systems
Quality control at every stage
Quality isn't a department at We Agree. It's built into hiring, training, field leadership and administration.
Working with We Agree
How partnerships start, who runs the teams and how you stay in control of quality.
What does a pilot look like?
Many partnerships start with a pilot in one or two markets with clear success measures. Once the numbers are proven, we scale to more territories.
Who manages the reps day to day?
We do. Team leads and market managers run the field, and our operations team handles scheduling, administration and reporting. You get one main point of contact.
Can we audit the work?
Yes. We welcome client ride-alongs and audits, and we share verification records and complaint logs.
Ready to grow with face-to-face sales?
Tell us about your market and goals. We'll come back with a plan, a timeline and a team.