Whether you've just downloaded Knock It! Pro or you're still considering it, you're in the right place. This guide will walk you through everything you need to know to revolutionize your door-to-door sales process.
If you haven't purchased the app yet, we invite you to take advantage of our 7-day free trial. This guide will show you how to make the most of that week, demonstrating how Knock It! Pro can transform your sales approach.
For those who have already started their trial or purchased the app, follow along with this guide to unlock the full potential of Knock It! Pro. We're confident that by implementing these strategies, you'll see a significant increase in your sales.
In fact, we're so sure that Knock It! Pro will boost your performance, we offer a money-back guarantee. If you don't see an increase in your sales after fully implementing our system, we'll refund your purchase - no questions asked.
Follow these steps to get up and running with Knock It! Pro:
CSV (Comma-Separated Values) files are a common format for storing lead data. Knock It! Pro makes it easy to import your CSV leads. Simply navigate to the import section, select your CSV file, and follow the prompts to map your data fields. Our intelligent system will attempt to automatically match your CSV columns to the appropriate fields in Knock It! Pro. Watch our video tutorial for a step-by-step guide on importing CSV leads and maximizing the accuracy of your data transfer.
If your leads are in PDF format, don't worry - Knock It! Pro has you covered. Our app uses advanced OCR (Optical Character Recognition) technology to extract lead information from PDF documents. To import PDF leads, go to the import section, upload your PDF file, and our system will process the document. You'll then have the opportunity to review and confirm the extracted data. Check out our video tutorial for tips on preparing your PDFs for the best results and walking through the import process.
For users transitioning from OPT, Knock It! Pro offers a seamless import process. Our app can directly connect to your OPT account and import your leads, maintaining all your existing data structures and custom fields. This integration ensures that you don't lose any valuable information when switching to Knock It! Pro. Watch our video guide to learn how to securely connect your OPT account and transfer your leads with just a few clicks.
Knock It! Pro integrates smoothly with Integrity Lead Center, allowing you to import your leads directly. This integration maintains the integrity of your lead data, including any custom fields or tags you've set up in Integrity Lead Center. Our import process ensures that all your lead details, notes, and status information are accurately transferred. Follow along with our video tutorial to learn how to set up the integration and import your Integrity Lead Center leads into Knock It! Pro.
Knock It! Pro transforms the way you handle leads. Say goodbye to stacks of paper leads that get thrown away after a week. With our app, every lead is digitized, organized, and retained. This means you can track your interactions over time, revisit promising leads, and never lose the value of a potential client. Our system ensures that each lead - which represents a significant investment - is maximized for its full potential.
Have you ever had that nagging feeling that you've been to a neighborhood before, but can't remember the details? Knock It! Pro solves this problem. Our app provides a comprehensive history of your visits, allowing you to see exactly when you've been to a particular area, which houses you've knocked on, and the outcomes of those visits. This feature not only saves time but also helps you build better relationships with potential clients by remembering your previous interactions.
Knock It! Pro doesn't just store your leads - it helps you work them more efficiently. Our route optimization feature allows you to plan your day effectively, ensuring you make the most of your time in the field. You can easily see which leads are close to each other, plan routes that minimize travel time, and even identify leads that are on the way to your scheduled appointments. This means more doors knocked and more potential sales, all without working longer hours.
With traditional paper leads, opportunities are often lost because leads are discarded too quickly. Knock It! Pro changes this paradigm. Our system allows you to nurture leads over time, tracking multiple visits and interactions. This is crucial because many sales don't happen on the first visit. By giving you the tools to easily follow up and track the progress of each lead, Knock It! Pro helps you convert more leads into sales, maximizing the return on your lead investment.
Discover efficient order mapping strategies to optimize your daily routine. Learn how to structure your day for maximum productivity, ensuring you hit more leads while minimizing travel time. This section will show you how to use Knock It! Pro to streamline your workflow and make every minute count.
Effective follow-up is key to long-term success in sales. This section covers techniques for cultivating lasting relationships with your clients. Learn how to use Knock It! Pro's features to schedule and manage follow-ups, ensuring no opportunity slips through the cracks.
Dive into a systematic approach for managing and categorizing your leads effectively. This section will guide you through Knock It! Pro's organizational tools, helping you create a system that keeps your leads organized, accessible, and actionable.
Explore top tips for maximizing your Annual Premium (AP) and overall sales success. Learn how to leverage Knock It! Pro's features to identify high-potential leads, optimize your sales pitch, and close more deals.
Get a comprehensive guide to efficient tracking using GI (Guaranteed Issue) labels in insurance sales. This section will show you how to use Knock It! Pro's labeling system to streamline your GI policy sales and follow-ups.